401(k)/DC Investment

Conrad Siegel offers a full range of services that enable us to tailor a plan designed to help meet your goals and objectives, while at the same time helping you meet your fiduciary responsibility and better preparing your employees for retirement.

Many plan sponsors are spending way too much time managing their retirement plans. Others are just frustrated with the poor investment advice they are receiving, high fees, costly mistakes, lack of fiduciary support, and disengaged employees concerned about their level of retirement readiness. At Conrad Siegel, we work with plans that range in size from $1 million to over $1 billion in assets. We help plan sponsors offer a sophisticated yet uncomplicated approach, designed to be simple and effective for participants while minimizing the risks associated with offering competitive retirement plan benefits.

Shared Fiduciary Responsibility, With Independent Investment Advice

  • Not all providers will share fiduciary responsibility with you. We sign a contract that says we do
  • We are independent. We have no exclusive affiliation with any financial institution or insurance company, so we can offer our clients investment recommendations that are in their best interests
  •  Fiduciary consulting services for plans of all sizes
  • We have a wide breadth of investment experience under one roof (Meet our consultants)

Solutions That Meet The Unique Needs of Your Business and Employees

  • We seek to help ensure your plan is a tool to attract and retain talented employees by helping you design retirement benefits your employees desire and benchmarking these benefits against the competition
  • Using ideas from actuarial and behavioral science, we develop unique strategies to help your employees maximize their chance of achieving a meaningful retirement
  • We provide customized reporting, targeted messaging and special mailings to individuals or groups to help meet your plan’s goals

A Personal, Simple, and Effective Experience for Your Employees

  • We provide a simple, guided enrollment process that allows participants to invest in sophisticated, yet appropriate investment portfolios
  • Gain access to our proprietary investment program that is customized to a participant’s specific risk comfort level, and automatically becomes more conservative over the course of their lifetime
  • These same specialists who work on your plan each day are available to answer your employees’ questions. We do not outsource our customer service function

Free Up your HR Team, and Save Money

  • Utilize our dedicated transition team that minimizes your administrative burden and facilitates a smooth transition
  • Focus on running your business instead of pushing paperwork and data, and answering calls
    • Eliminate HR paperwork processing by having all distributions and loans handled by Conrad Siegel
    • Electronically link your HR system to Conrad Siegel’s recordkeeping system to streamline data sharing

Employee Education & Advice

We understand that each participant is unique and “one size does not fit all.” Therefore, we have developed a complete package to give your participants customized guidance with their savings and investment strategies:
• Group meetings
• Individual investment advice (face-to-face or by phone)
• Quarterly statements and newsletters
• Targeted mailings
• Online tools

TO LEARN MORE about 401(k)/DC Investment, contact our 401(k)/DC Investment leadership team.


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