Services

At McKinley Carter, our team of dedicated retirement planning professionals provides a comprehensive portfolio of retirement plan services, including:

Plan Design Consulting – Evaluating your current plan design, and suggesting the right plan design for your company and employees
Provider Search and Selection – Helping you select the best partners for your plan
Provider Fee and Service Review – Confirming that the fees paid are fair and reasonable for the services received
Provider Management – Serving as your advocate in coordinating the activities of the various service providers to your plan
Transition Services to a New Provider – Assisting you every step of the way when your plan is transferring to a new provider
Basic Compliance Review – Evaluating your compliance with the regulatory requirements governing your plan
Investment Policy Statement Development – Advising you regarding the development and maintenance of an investment policy statement, including an annual review
Fund Menu Design – Developing a fund menu tailored to the needs of your plan participants
Fund Manager Search and Selection – Populating your fund menu with managers meeting our quantitative and qualitative selection criteria
Investment Monitoring and Review – Reviewing whether the plan's investment options are meeting the criteria established in the investment policy statement
Fund Replacements – Helping you through the process when an existing investment option needs to be replaced
Asset Allocation Modeling – Creating model portfolios for your plan participants utilizing the plan's underlying investment options
Plan Committee Meetings / Investment Reviews – Guiding your committee members on their fiduciary responsibilities to the plan
Education Program Strategy – Designing an education and communication strategy that meets the unique needs of your employees
Employee Meetings – Providing support and guidance to plan participants from enrollment through rollover