California Institutional Investment and Retirement Plan Articles

Welcome to the page of our library with Healthcare Investment and Retirement Plan articles!  This is where you will find articles on this topic as originally published in the California Healthcare News.

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• Current Topics & Trends in Retirement Plan Management: Five Things to Avoid, Ward Harris, Managing Director, McHenry/Epoch, Inc., November 2009, Read Management Article
• Investment Income: Revenue Enhancement for Pension Plan, Foundation & Endowment Investors, Ward Harris, Managing Director, McHenry/Epoch, Inc., February 2010, Read Management Article
• Investment Risk Management: Who Should You Trust?, Ward Harris, Managing Director, McHenry/Epoch, Inc., December 2009, Read Management Article
• Leadership 101: Are You Paying Retail?, Ward Harris, Managing Director, McHenry/Epoch, Inc., August 2010, Read Management Article
• Lifestyle Funds: Target Date and Risk-Based Investment Options for 401(k) and 403(b) Plans, Ward Harris, Managing Director, McHenry/Epoch, Inc. and William Small, Principal, Highland Capital Advisors, April 2010, Read Management Article
• Retirement Plan Management: Another Layer of Disclosure Required for Defined Contribution & Defined Benefit Plans, William Small, Principal, Highland Capital Advisors, November 2010, Read Management Article
• Retirement Plan Management: A Brave New World of Compliance, Ward Harris, Managing Director, McHenry/Epoch, Inc. and William Small, Principal, Highland Capital Advisors, June 2010, Read Management Article
• Retirement Plan Management: How do you Measure Success, Ward Harris, Managing Director, McHenry/Epoch, Inc., January 2010, Read Management Article