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Retirement Plan Services

Your future, our focus. For you: clear analysis, independent guidance and fiduciary oversight. For your employees: accessibility, practical solutions and actionable, jargon-free advice. 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.

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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).

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What does it mean to be CEFEX-certified? Learn more about McKinley Carter's CEFEX Certification and download "Road to Fiduciary Security".

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CASE STUDY: Regional Health Care Company

One of the largest employers in its state, this company’s retirement plan didn’t use to be so healthy.

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Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

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How do you help your employees resist the “urge to splurge” and prioritize saving for retirement instead? It certainly seems like a tall order, given that it runs counter to tenets of fundamental human psychology. But what if the answer could be as simple as a little well-timed gratitude? Find out more.

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