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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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A Conversation with Mike Henkel
Ibbotson's President Speaks on the Record
by Rhonda Evans
I recently had the chance to speak with Mike Henkel, the president of
Ibbotson Associates, about working with Fidelity, independent investment
advice, and where he believes the retirement market is
headed.
[FULL STORY]
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NASD “Revenue Sharing” Enforcement
Good News/Bad News
by Ward Harris
 The NASD recently announced a $675,000 settlement with broker/dealer Hantz Financial Services, Inc. for misrepresenting and failing to disclose conflicts of interest. The company's double-dealing earned it $4.2 million in undisclosed marketing fees. What's wrong with this picture?
[FULL STORY]
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How Is the Health of Your 401(k) Plan?
by Robert Morris
 When was the
last time you gave your 401(k) a checkup? Larkspur Data's research has determined that hundreds of thousands of retirement plans have significant operational flaws. In a rapidly changing and increasingly litigious
industry, it now makes more sense than ever to run periodic health checks on
your plan.
[FULL STORY]
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Short Takes
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We're Headed to Chicago for the CFDD Festivities
The McHenry Group will be out in full force at this year's Center for Due Diligence Advisor Conference at the Fairmont Chicago Hotel October 4-6.
[FULL STORY]
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Short Takes
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PlanTools Integrates fi360 Analytics into Reporting Platform
The McHenry Group is pleased to welcome fi360 as a strategic partner in the delivery of risk management and decision support solutions offered through the PlanTools™ Risk Management System.
[FULL STORY]
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