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Contact Information
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The McHenry Group 2200 Powell Street Suite 610 Emeryville, CA 94608 Phone: 510-595-2900 Toll free: 800-638-8121 Fax: 510-420-1732 info@mchenrygroup.com Additional information may be found at: www.mchenrygroup.com
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Whose Lifestyle, Which Targets?
A Few Questions for Fiduciaries
by Ken Nelson
 Recently, the number of retirement plans offering lifestyle and target funds has grown dramatically. This growth is based on the concept that certain participants need to diversify their retirement plan accounts in a way that is simple, easy and convenient. It is important to perform a cost-benefit analysis to determine whether these arrangements really provide the benefits expected.
[FULL STORY]
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401(k) Fees: A Suggested Approach to Benchmarking
by Michael Malone
 I can think of no other product or service that has been so under-scrutinized when it comes to price than 401(k) plans, not the least of which one with over $2 trillion in aggregate value. But that’s about to change. I suggest an approach to determine whether a plan is appropriately priced.
[FULL STORY]
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What's Wrong with Small Cap Growth?
The Industry's Problem Child
by Adrian Anderson
 Small cap growth stocks have a reputation as the hip, glamorous pick among asset classes. For those who can afford the risk, small cap growth stocks are viewed as the place to pick up winners with the potential for huge gains. However, investment professionals should know that all the cheerleading is misplaced. The reputation of the asset class is belied by its historical record and the ability of fund managers to capture excess returns.
[FULL STORY]
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Short Takes
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Fidelity and Ibbotson Align to Offer Advisory Services to DC Plans
In an expansion of their prior relationship, two industry
giants announced plans to offer fiduciary services to 10,000 DC plans and their
participants.
[FULL STORY]
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Short Takes
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SEC and DOL Actually Agree
Don’t faint, but some good work is being done in DC these
days. On June 1, the two
regulatory watchdogs joined together to provide clear
direction to plan sponsors concerning the potential conflicts of
pension consultants.
[FULL STORY]
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