Big firm capabilities, small firm feel
"We thrive on simplifying complexity. Our credentialed specialists, sector experts, and actuaries do it better than most. But it’s our eagerness to get to know our clients that really sets us apart. We’re partners who prefer rolling up our sleeves, solving complex problems or just taking things off the plate. The numbers matter, but our relationships matter most."
— Mark Bonsall, President, Partner & Consulting Actuary
Our reputation was built on 54 years of personal service
At Conrad Siegel, choosing partnership over profit has rewarded us with indelible relationships that allow us to truly partner with our clients. We've also been a fee-for-service firm, independent of third-party interests always. We believe these are just the right things to do for our clients and it positions us to work exclusively with your interests in mind.
Investment and fiduciary oversight
Unbiased advice is a powerful tool for corporations, non-profits, government and municipal agencies, school districts, and individuals to make good choices. Conrad Siegel strives to be there for our clients to provide this invaluable transparency. No consultant jargon, no hidden costs, just commitment to get you where you want to go.
Smart, flexible consulting that fits
We recognize your path is unique and a one-size-fits-all approach doesn’t fit with your specific needs. We’ve spent over 50 years culling the best, diversified professionals who will work with you to take on your most complex and most important retirement, investment, and healthcare challenges. Whether we help you scale a mountain or just keep you in compliance, you'll have a flexible partner throughout the process who will make sure it’s done thoughtfully, promptly, and accurately.
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Corporations
Competitive companies know their number one asset is employees. We help build leading businesses by seeking to maximize their retirement, investment and healthcare benefits.
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Individuals
Not all firms are fee-for-service and independent by choice. Fewer still take the time to understand your goals and infuse that with a sophisticated investing approach.
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Government & Public Sector
Simplifying complexity is our key priority. We're numbers people who handle the details of timely required filings, pension and defined contribution plans, and healthcare benefits big and small.
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Education
We give schools better education on benefits to create great plans together. Partnering alongside of you, we'll ensure your plan is optimally designed to meet your objectives.
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Not-for-Profits
Doing the most good means stretching your dollars farther. We help non-profits plan, invest and operationalize benefits to multiply the support they provide to their causes.
Custom solutions to meet any challenge
We consult clients across many industries to help them design, implement, and maintain their benefits and investment needs. To see how we can help you, please see how we've helped other businesses and individuals already.
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A 401(k) conversion in a flash
Eurofins needed to convert their 401(k) plan for approximately 1,500 employees in less than two weeks. Transitions of this size and complexity can typically take up to three months. Conrad Siegel partnered with Eurofins to achieve their goals while fostering a seamless transition for employees.
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Benefits Transparency
The value of employee benefits isn’t always obvious to employees. Part of being a good employer is showing the value spread throughout the organization. We helped Penn National communicate this value to over 830 employees who now understand their value to the company.
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HACC’s Healthcare Hack
With over 1,800 employees, HACC needed a healthcare plan that appealed to their diverse workforce. It was important they had a partner to represent their interests and would advocate on their behalf to nail down a permanent solution that was flexible, accessible, and affordable.
The right partner by choice
Conrad Siegel has been around for over 50 years because we’ve never compromised our principles. We’ve always chosen partnership over profit, been independent by choice, and fee-for-service forever. Doing the right thing has rewarded us with indelible relationships that allow us to truly partner, to work as good people and professionals. We choose clients who share our moral compass, who want a partner to advocate for them to thrive and create strong, healthy, happy, and competitive workplaces for their employees.
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Fee-for-service
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Independent by choice
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50+ years reputable expertise
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Personalized solutions
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Accessible and responsive
"There’s a real trust level that exists. If they were to say something to us it carries some weight. They keep us on the white lines of the highway of compliance without running into a ditch."
—Bob Joswick, Penn National Insurance
"We were going to do an RFP to see who else was out there. We ultimately came back to Conrad Siegel. Not only was it price we liked, we had no issues with them before — service, availability, responsiveness. Reliable. Responsive."
Dave Reddecliff - PA House of Representatives
"There is a sense of actuarial expertise. When we went through the ACA with our prior consultants they told us to contract someone else! Conrad Siegel said it’s just integrated in their work. It's clear they know what they’re talking about."
—Beth Butch, Twin Valley School District
Smart professionals, personal attention
Conrad Siegel has earned its reputation because our relationships come first. Our history and success have come because we attract experienced professionals who genuinely love sharing their knowledge with our clients to get them where they need to be. We deliver excellent benefits, investment, and actuarial service because of our staff and their unparalleled dedication and experience. When you get the right people together, there are no limits to what we can do together.
Meet our professionals