The Inside Edition

March 2006
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
     
     

     
    Before Adding an Income Annuity to Your Plan, Read This!
    by Ken Nelson

    Just as you would not buy a car based upon the lowest price, a participant looking for retirement income should not select an annuity exclusively based on the highest payment.

    [FULL STORY]
     
    Building A Better Mousetrap
    The Next Generation of Fund Selection Tools
    by Bob Padgette and Tim Paulin

    Since the 1980s, investment professionals have used two methods to select stocks, mutual funds and hedge funds for their clients: screening and factor weighted models. However, both of these methods have serious flaws. A new approach, the trade-off preference model, offers a dramatic improvement over the previous generation of selection processes.

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

    What’s new in retirement benefits research, you ask? Well, I’m glad you did, because this past quarter has brought a number of important new studies covering topics that range from employer matches to employee satisfaction to online advice and managed accounts. Let’s take a look at the most interesting research from the first quarter of 2006.

    [FULL STORY]
     
    Event Spotlight

     
    Archives
    Issue 15
    February 20, 2006
    Vol. 1 Issue 15
    Issue 14
    January 6, 2006
    Vol. 1 Issue 14
    Issue 13
    December 19, 2005
    Vol. 1 Issue 13

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    Copyright © 2006 The McHenry Group. All rights reserved.
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