McKinley Carter Listed Among Top 100 Retirement Plan Advisers for 2011


1/14/2011
 

 


Wheeling, WV – McKinley Carter Wealth Services ("McKinley Carter"), a wealth management firm with offices in Wheeling and Charleston, West Virginia as well as Pittsburgh, Pennsylvania, has been featured on Plan Adviser Magazine's "Top 100 Retirement Plan Advisers for 2011" list.

PlanAdviser Magazine, a national publication that provides comprehensive industry news, regulatory and investment information and research and training to financial advisers, published their "Top 100 Retirement Plan Advisers" list in their November – December 2010 issue. The list highlighted quantitative standouts, in terms of dollar value of qualified plan assets under advisement as well as number of plans. Additionally, the list highlighted those who have a demonstrable presence, defined as having more than a tenth of their practice focused on 403(b) plans, defined contribution plan, nonqualified plans, or 457 plans.

This year's "Top 100" was comprised of 36 advisers and 64 adviser teams. Tom Anthony, Director of Retirement Plan Services for McKinley Carter, was among the 36 advisers listed. Anthony was also 1 of 19 advisers recognized for having a demonstrable presence in 403(b) plans (defined as having 10% or more in 403(b) plans).

To compile the "Top 100" list nominations were solicited online from retirement plan advisers, their employers and/or broker/dealers, and plan sponsors, as well as from working partners of the advisers, including investment vendors, accountants and attorneys, and pension administrators. Advisers who have attained the PLANSPONSOR Retirement Professional (PRP) designation receive an automatic nomination. The "Top 100" list is based solely on quantitative factors.

For more information or to view the entire list visit planadviser.com.

 

McKinley Carter Wealth Services ("McKinley Carter") is an SEC registered investment adviser with its principal place of business in the State of West Virginia.  MCWS and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisers by those states in which MCWS maintains clients.  MCWS may only transact business in those states in which it is registered /notice filed, or qualifies for an exemption or exclusion from registration /notice filing requirements.  This press release is limited to the dissemination of general information pertaining to its investment advisory services.  Any subsequent, direct communication by MCWS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of MCWS, please contact MCWS or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).  For additional information about MCWS, including fees and services, send for our disclosure statement as set forth on Form ADV from MCWS using the contact information herein.  Please read the disclosure statement carefully before you invest or send money.

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