401(k)/DC Plans

Your partner in delivering a better retirement

At Conrad Siegel, it’s about the experience we deliver to our clients and participants. We have relentless passion to provide the best possible solutions for our clients. Through clear, concise, & personal communications, we make the administration of your plan easy so you can focus on your business.

We’ve earned an industry-leading Net Promoter Score of 94 – far outpacing others in the defined contribution recordkeeping space.

 

*NPS data comes from surveys conducted with Conrad Siegel’s DC clients and strictly reference only Conrad Siegel’s defined contribution recordkeeping services. Respondents are categorized as Promoters, Passives, or Detractors. The NPS is the percentage of Promoters minus the percentage of Detractors. Net Promoter, Net Promoter Score, and NPS are trademarks of Satmetrix Systems, Inc.

Top 6 Reasons Clients Partner With Us

Clarity

We provide clarity like no other. Our goal is to tell you what you need to know, why you need to know it and what you need to do about it. This clarity carries through everything that we do.

Handholding

You’ll always have a partner by your side. This support can be seen through all we do for you and your employees, making you feel like our only client.

Tailored Solutions

You and your plan won’t be forced into a box. We are flexible and adaptable to develop a retirement plan that meets your needs, no matter the size or complexity.

Efficiency

We’re here to help in any way we can. Let us do the heavy lifting when it comes to the administration and compliance of your retirement plan so you can focus on running your business.

Ease

We make it easy for your participants to be on the right path. Our employee education is direct and to the point. Successful outcomes are a result of clear, easy choices.

Attention

Your main point of contact has an average case load of 20 clients, supported by a team of experts from a consultant to our call center, all under one roof.