Retirement Plan Services

At McKinley Carter, we are dedicated to sound plan management – providing value to our plan sponsor clients and their participants through our clear analysis, hands-on guidance and fiduciary oversight.

Our practice expertise falls in the following three primary areas:
  • Plan consulting
  • Investment and fiduciary oversight
  • Participant retirement readiness and support
Our retirement plan consulting capabilities include extensive expertise with plan design, operations, investment management and fiduciary oversight.  

We create the structure for you to be able to offer "best-in-class" retirement investment options to your plan participants.  Although the quality of your investment array can improve participant outcomes, it is the due diligence process for managing your plan's investment menu that is critical in meeting your fiduciary responsibility.

Finally, we provide extensive participant solutions.  Because of our extensive experience in the retirement plan market, we have a better understanding of your unique participant issues.  We are able to get to know your employees and can respond quickly when issues or questions arise.  And, over the long term, we provide support to participants from enrollment through rollover.


What are you waiting for?

Fill out our survey to discover how we can help you live your financial dreams now and in the future.