Skip to main content

Check out our 2Q2021 Investment Update Video + Blog!

A couple walking along a path with the sun shining.


Category: Retirement Plans
Filter and Search

Above view of young consultant shaking hands with customer

Retirement Plan Sponsor's Fiduciary Obligations 101

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

Read More
The Capitol and Reflecting Pool in Washington DC

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'.

Read More
The Game Rules Are Changing card with colorful background with defocused lights

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.

Read More
CEFEX Image Template Investment Advisor

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.

Read More
I Stock 627923716

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.

Read More
Be Prepared sign with sky background

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).

Read More
Group of joyful excited business people throwing papers and having fun in office

The 'Stay Interview': A Gamechanger for Finding Out What Keeps your Employees Happy

Exit Interviews reveal why employees are leaving, but Stay Interviews help managers understand why employees stay and how to reinforce those factors.

Read More
Fiduciary Duty

Impact of the DOL’s Fiduciary Rule on RIAs: Business as Usual

As a registered investment advisor (RIA), we have always operated in a fiduciary capacity, thus avoiding the conflicts of interest for which the Fiduciary Rule is meant to address.

Read More

Let's Connect and Thrive