Recognition and Accomplishments
Our Team
Management Team
Wealth Management
Operations and Administration
Our Story
Community Commitment
Wealth Management
Financial Expertise
Communicate and Coordinate
Fee Structure
Retirement Plan Services
Why McKinley Carter
Institutional Advisory Services
Wealth Management Early in Career
Wealth Management Pre-retirement
Non Profit
Retirement Plan Services
Quarterly Market Reports
Recently Published Articles
Blog
Career Opportunities
Speakers
Media
Retirement Plan Services
We provide dedicated and comprehensive retirement plan services that feature an open architecture plan structure. This allows us to design plans and customize our services to meet your particular situation.
Our retirement plan services include
:
Investment Policy Development
Fund Menu Design
Acting as Investment Fiduciary to the Plan
Provider Fee and Service Review
Provider Management
Education Program Strategy
Employee Meetings
Annual Investment Review
Basic Compliance Review
Vendor Search
Transition Services to Record Keeper
Fund Replacements/Fund Manager Search
Asset Allocation Modeling
Plan Design Consulting
Investment Monitoring/Committee Meetings
Why should your business work with McKinley Carter for its retirement plan?