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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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5 Years Later
 The McHenry Group and PlanTools™ are proud to be exhibitors at the upcoming ASPPA 401(k) Summit in Orlando from February 26-28. If you are serious about your business, make a note to join ASPPA for this important event – we hope to see you there!
[FULL STORY]
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The End of an Era? House Odds Could Get Better
by Ward Harris
 There is a lot of momentum on the Hill at the moment to enable financial institutions to provide investment advice to both participants and plan sponsors. A Senate bill also encourages employers to use independent advice in the discharge of their obligations. The financial services industry needs to assess the real-world impact of these legislative proposals.
[FULL STORY]
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Financial Advisors Say "Wrap These ETFs in a Management Fee to Go"
by Max Rottersman
 That's right, the screw has turned. The ugly step-child is beginning to kick some butt. If it weren't for monthly contributions from 401Ks and institutions, the ICI would be reporting net redemptions. It's not that mutual funds are so bad, it's more that hedge funds and ETFs are so appealing. Hedge funds promise pure alpha (return) and ETFs provide everything a fund does at half the cost. (I'm telling you what the investor sees.)
[FULL STORY]
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Where Are We Headed?
The Retirement Industry in 2006
by Paul Kampner
 2005 was not a year of momentum-changing
events. There were few notable sales, acquisitions
or affiliations; no significant scandals; no major new service advances; and
no major changes in plan design. What
we did see in 2005 was a lot of
planning. Companies -- both large and
small -- began for the first time in a long time to truly evaluate their businesses
and assess their prospects for growth.
I'll discuss what this means for 2006.
[FULL STORY]
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Short Takes
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McHenry Represented at MIA Conference
McHenry's Director of Research, Rhonda Evans, will be a keynote speaker at this year's Made in America conference. The Taft-Hartley Benefits Summit, held from February 12-15 in Las Vegas, will focus on the pension, annuities, and health and welfare concerns of labor and management trustees.
[FULL STORY]
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