our future, our focus.
A Strategy That Fits You and Your Employees
For you: clear analysis, independent guidance and fiduciary oversight. For your employees: accessibility, practical solutions and actionable, jargon-free education. Even if you have no intention of retiring, establishing a retirement plan gives you options—whatever path you choose—and helps attract and keep the best people.
For You
Plan Design & Implementation
It starts with a thorough understanding of your business goals, objectives and vision.
Provider Services
Choosing among plan providers can be tricky, but we evaluate their services and fees for you.
Investment Selection & Monitoring
No proprietary funds, no investment restrictions—only unbiased education that best serves your interests.
Fiduciary Support
We offer 3(21) and 3(38) fiduciary services—the really important differences come down to risk and responsibility.
For Your Employees
Engagement & Education
Bottom line, your employees should view us a source of help and education, accessible and on their side.
Wealth Management Support
Our comprehensive approach to financial planning considers your employees’ total financial picture.
Non Qualified Plans
We can help you design a powerful tool for attracting top talent and retaining valuable employees.
Regular Communication & Check-ins
Including the ability to schedule one-on-one time through our online calendaring tool.
Retirement Plan Services
Discover the many benefits the Retirement Plan Services Team at McKinley Carter Wealth Services provides to its plan sponsor clients (business owners) and their participants (employees).
What Is Cefex?
What does it mean to be CEFEX-certified? Learn more about McKinley Carter's CEFEX Certification and download "Road to Fiduciary Security".