About Us

For over 76 years McCready and Keene has offered plan sponsors an independent alternative to bundled providers. Those who value choice, objectivity, and flexibility rely on McCready and Keene to provide their plans with a custom solution to achieve their goals, rather than an off-the-shelf product delivered by a revolving staff as a supplementary line of business to gather assets into proprietary or alliance investment vehicles. As a TRUE open-architecture provider, MCAK is able to meet the demands of Advisors and Financial Service Professionals regardless of their compensation arrangements (fee-for-service, flat fee, wrap fee, commission based, etc.). As an independent full-service record-keeping provider, MCAK does not proffer investments, allowing Advisors to design & offer custom portfolios to their clients without the worry of proprietary requirements. We have no concern about total assets or average participant account balances. We simply charge our clients a base and per head fee for the number of plan participants on our system. Furthermore, to the extent we receive any revenue sharing (12b1s – paid via the custodian, SubTAs, Shareholder Servicing Fees, etc.) we disclose and offset our fees with those dollars. Lastly we do not compete with our Advisor/Broker partners by offering investment services. We firmly believe that a plan run by a team of professionals, deep in their respective expertise, will ultimately lead to a superior solution to those offered by providers who are just as interested in selling your plan participants a roll over product, savings account, or insurance contract as they are in providing qualified plan services. Lastly here are some quick facts about MCAK… • Able to handle ANY type of qualified plan – DB or DC • Able to handle ANY plan size • Client retention rate – 98% • Fee-for-service firm, pricing based on participant count and not assets • Full fee disclosure, offsetting fees with 100% of any soft dollar revenue received • Seamless integrated Trustee/Custodial platforms include: TD Ameritrade Trust Company, Charles Schwab Trust Company, Wilmington Trust, & Matrix Trust Company • 4 Attorneys on staff – compliance sets us apart • Professional staff tenure with MCAK – 19 years experience, and support & service does matter to plan sponsors • All the bells and whistles – plan participant website, call center (8AM – 8PM), plan sponsor/advisor website • Average plan size 430 participants • Over 830 plans & $23 Billion in assets • Over 76 years of independent & objective service and plan support