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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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A Changing of the Guard
The Boys of Summer
by Ward Harris
I am pleased to welcome Terry Zirkle and Mark Metz to the McHenry and PlanTools™ management team as Managing
Directors. Terry and Mark each have over twenty-five years of
experience in retirement, trust operations and client service delivery. Their participation marks an exciting new phase for our organization.
[FULL STORY]
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To Roth or not to Roth
Is a Roth 401(k) Right for Your Clients?
by Chad Parks
You may
have read and/or heard about the Roth 401(k), and you may be wondering if this a
good option for your clients and their employees. The Roth 401(k) feature can
be very valuable for some, but much less so for others. Your clients need to
look at their workforce and evaluate their plan's specific needs as it relates
to Roth.
[FULL STORY]
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Research Round-Up
The Latest in Retirement Industry Trends
by Rhonda Evans
 It's time to review the latest news in the retirement industry. There are some promising improvements in participant investing behavior. However, while most employees lack sufficient knowledge to ensure financial stability in retirement, many appear to be overly confident about their investing abilities. Let’s examine these and other issues from the leading research of the last quarter.
[FULL STORY]
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Short Take
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McHenry Gearing Up for CFDD Events
The McHenry Group is sponsoring several pre-conference events on October 2nd at this year's Center for Due Diligence (CFDD) Advisor Conference. Don't miss our wrap events and the "Big Bash" complete with a five-piece Mariachi ensemble!
[FULL STORY]
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