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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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The Nuts & Bolts of 401(k) Fees
by Al Otto
 An automobile, an organization, a 401(k) plan—these seemingly unrelated items all have one very important unifying factor. For each to function in the most efficient and effective long-term capacity, the owner or sponsor must not only understand the day-to-day functions, but also periodically peel back the most evident layers to evaluate the underlying nuts and bolts.
[FULL STORY]
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The “DB-ing” of DC Plans
by William R. Corrin
 I was talking with a very bright trust company CEO recently who quipped, “There really shouldn’t be any DC plans, just a bunch of little DB plans.” With the recent emphasis on automatic enrollment, automatic contribution increase, and managed accounts, we are inexorably moving defined contribution plans in that direction.
[FULL STORY]
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Opportunities and Efficiency for Retirement Advisors
Balancing Interim Success With Longer-Term Strategies
by Phil Chiricotti
 Advisors should of course be managing their interim success. But the industry is maturing, and it is therefore important for advisors to augment their business plans with longer-term strategies. Understanding the big picture is a crucial first step to charting a path that keeps a business focused and successful.
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