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Category: Retirement Plans
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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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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.

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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.

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