Retirement Plan Consulting Services

When it comes to retirement plan consulting services, McKinley Carter will “simplify the complex” for employers (or plan sponsors) so you can offer "best-in-class" retirement investment options to your plan participants.  We understand the retirement planning needs of both employers and employees, and we provide the distinct services that meet those needs. 

Plan Sponsor Services

We provide plan sponsors (or employers) fair and reasonable fees, regulatory guidance, and an understanding of industry best practices. We take care of the plan’s investment management and administrative details, so employers can focus on their business and customer service goals.

Participant Services

We provide employees (or plan participants) professional guidance about how best to achieve their retirement goals through one-on-one consultations. We also help them understand their investment options and provide periodic updates about the market and their own investments. Additionally, as employees near retirement age, we know they are more focused on their plan’s distribution options, so we take the time to help them discern which option is best for them and their families.

For the long-term of the plan -- from enrollment through roll-over – you can be assured that McKinley Carter’s Retirement Plan Services advisors will be available to answer your employees’ questions and concerns.

Simple Solutions for your Retirement Plan

It’s simple. We offer the expertise, the investment management and analysis skills, the participant guidance and educational services, as well as the fiduciary oversight, that give employers peace of mind.

What are you waiting for?

Fill out our survey to discover how we can help you live your financial dreams now and in the future.