The Inside Edition

October 2005
Our Mission

The McHenry Group provides risk management and business development support to the investment-based benefits marketplace.
 
Its affiliates include:

  • McHenry Consulting
  • PlanTools, LLC

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    Contact Information

    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
     
     

     
    Superbowl in Chicago
    by Ward Harris

    For three days in early October, the Fairmont Hotel in Chicago was filled to capacity with retirement plan specialists and representatives from the financial institutions that support them. The 3rd Annual Center for Due Diligence Advisor Conference was definitely the place to be for leaders in the industry.

    [FULL STORY]
     
    Retirement Services as a Team Sport
    by Phil Chiricotti

    The retirement plans market is maturing and consolidating at the advisor, provider, b-d and TPA level.  This will benefit a small group of retirement advisors at multiple levels, but like any maturing industry, generalists and rookies are going to have an increasingly tough time.

    [FULL STORY]
     
    Research Round-Up
    The Latest In Retirement Industry Trends
    by Rhonda Evans

    It’s that time again! We're ready to review the latest research on what’s happening in the retirement industry. There's bad news on plan participant behavior and pension costs for small businesses, as well as more confirmation of the benefits of automation. Plan sponsors and young employees also provide some encouraging news.

    [FULL STORY]
     
    Short Take
    McHenry Director Featured in Savings Panel

    Rhonda Evans, McHenry's Director of Research, spoke recently at a symposium on savings at the San Francisco Commonwealth Club. The event, which was sponsored by The Online 401(k) and San Francisco’s nonprofit EARN, focused on how to improve America's low savings rates.

    [FULL STORY]
     
    Archives
    Issue 11
    September 7, 2005
    Vol. 1 Issue 11
    Issue 10
    July 12, 2005
    Vol. 1 Issue 10
    Issue 9
    June 13, 2005
    Vol. 1 Issue 9

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