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Retirement Plans

Understanding the important fiduciary duties and responsibilities that all retirement plan sponsors/business owners share is the intent of these articles. Our goal is to help you take better care of your most valuable asset — your employees and their retirement planning needs.

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Small Business Tax Guide, Resources for CARES Act

On March 28, 2020, Congress passed the CARES Act, providing an array of provisions to help the economy. Here's a guide and links to valuable resources.

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New CARES Act is Valuable Toolkit for Small Business Owners

The Coronavirus Aid, Relief, and Economic Security Act (or CARES Act) is more than a stimulus package, it's a toolkit for business owners to keep the lights on and care for their employees.

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401(k) Participant Contribution Limits to Increase in 2020

The IRS has announced its 2020 cost-of-living adjustments (COLAs) for retirement plans. Learn about the increase in limits for participant contributions.

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Retirement Plan Sponsor's Fiduciary Obligations 101

Learn about the fiduciary obligations of today's retirement plan sponsors.

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Getting It Done in 2019: Retirement Legislation

Congress is acutely aware that Americans are unprepared for retirement. One solution: 'Setting Every Community Up for Retirement Enhancement Act of 2019'.

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Hardship Withdrawals Just Got 'Less Hard'

Effective January 1, 2019, there are new changes to the Hardship Withdrawal provisions for retirement plans, thanks to The Bipartisan Budget Act of 2018. The new regulation brings about three significant changes that you should be aware of as you consider early withdrawals from your retirement plan.

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McKinley Carter Is First WV Firm to Earn CEFEX Certification for Fiduciary Excellence

McKinley Carter is proud to announce that after much work and dedication, we have been Certified by CEFEX -- the Centre for Fiduciary Excellence. This quality assurance confirms that McKinley Carter’s Retirement Plan Services team has been adhering to the best practices in the industry and always seeks to put clients’ needs ahead of their own. Read more about why working with a CEFEX-certified advisor is so important.

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How Will You Replace Your Income in Retirement?

Does the question "Am I going to outlive my retirement savings?" keep you up at night? We know stocks have a higher return than bonds, but they also have more price volatility. Here's why Dividend Growth Stocks might be the right answer for you and your situation.

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Your Retirement Mission: Arm Yourself with Plenty of A.A.M.M.O.O.

Retirement Planning should be a life-long mission. Here is some valuable retirement saving advice targeted to three audiences: (1) young people (in 20s and 30s) just starting their careers; (2) more mature, mid-career professionals; and (3) those closer to retirement (late 50s to early 70s).

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