We believe numbers matter because people matter
Helping you make sense of the numbers that matter most to you and your organization since 1963.
The right partner by choice
Conrad Siegel has been around for over 60 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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60+ years reputable expertise
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Personalized solutions
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Accessible and responsive
"Conrad Siegel is a great partner and they have made my job much easier along the way. I highly recommend them to anyone looking for help and guidance within the retirement plan sector."
—Tim Yingst, CFO, Edwin L. Heim Company
"I love knowing that we have experts in our corner providing timely recommendations for our plan. I trust Conrad Siegel completely and would highly recommend them to anyone who needs a retirement plan manager."
Tina Smith, Juniata Valley Bank
"They know what they are doing! Very honest, and very transparent. Not salespeople. We've worked with Conrad Siegel for over 30 years, and they have our utmost respect today, as much as 30 years ago."
—Richard Urick, Maria Joseph Manor
Our people make the difference
Conrad Siegel has earned its reputation because our relationships come first, starting with our team. 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 have the right people, there are no limits to what we can do together.
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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Pension Solutions
Replacing a longtime pension consultant can be difficult. We know that the transition of consultants can often be a roadblock. That’s why we pride ourselves on our process- an easy transition for actuarial and administrative services.
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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.
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