The Inside Edition

December 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
     
     

     
                    Happy Holidays!
     
    Fiduciary Reporting in Five Easy Pieces
    by Ward Harris

    With the new year approaching, 'tis the season for reflection and resolution. Retirement professionals must balance a heightened need to manage business, relationship, regulatory and financial risks. The adoption of a fiduciary reporting system can provide an attractive and competitive offering that both meets fiduciary needs and improves the bottom line.

    [FULL STORY]
     
    Doing Due Diligence
    Finding the Right 401(k) for Small Businesses
    by Chad Parks

    Looking for a 401(k) plan can be overwhelming for small businesses. In fact, navigating the fee structure alone can be bewildering. Many small business owners find looking for a 401(k) confusing because they don’t know what questions to ask. It doesn’t have to be that way.

    [FULL STORY]
     
    Automatic Plan Features
    Will They Work for You?
    by Ken Nelson

    Because academic studies have shown that auto-enrollment increases participation and helps plans meet the required nondiscrimination tests, many more plan sponsors are considering adopting this arrangement. Here is what to look for with additional automatic features.

    [FULL STORY]
     
    Short Take
    Are You Ready for the ASPPA Summit?

    The McHenry Group is planning to be out in full force at this year's ASPPA 401(k) Summit in February. The conference, which is being held at the Orlando World Center Marriott on February 26-28, promises to be one of the key industry events of the season. Are you going to join us?

    [FULL STORY]
     

    Archives
    Issue 12
    October 21, 2005
    Vol. 1 Issue 12
    Issue 11
    September 7, 2005
    Vol. 1 Issue 11
    Issue 10
    July 12, 2005
    Vol. 1 Issue 10

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