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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 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.

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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".

CEFEX Certification
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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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Expect to Leave Invigorated.

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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Thanks for the Memories: Gratitude and Financial Wellness

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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Did you know that the government offers a tax credit for participating in your retirement plan? Think of it as an instant reduction to your taxes.

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