401(k)/DC Plans

Let’s build a better benefits package

401(k) and similar defined contribution plans are often the cornerstone of your benefits package and play a key role in attracting and retaining talented employees. That’s why the plans we help design aren’t just numbers, they’re designed around real people and their futures.

A defined contribution plan is investing, and investing is personal.  What if your plan participants could talk to a credentialed expert who works with your plan?  What if you could actually get to know the real people who keep your plan running, year after year?

At Conrad Siegel, we like to do things differently. Our lead consultants each have at least a decade of experience.  Our credentialed Retirement Managers will work directly with you and your employees. A personal touch. A relationship, not a vendor.  An experience, not a service. Since 1963, Conrad Siegel has been providing an independent and personal experience to retirement plan sponsors and participants alike.

Investments

Our defined contribution and investment teams have joined together to design a proprietary investment approach that meets participant needs and eases fiduciary concerns. See how we can not only give participants a better chance of achieving a secure retirement, but because we are fiduciaries, we can also help plan sponsors sleep better at night.

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Full-Service Administration

Whether you have a 401(k), 403(b), 457(b) or a profit sharing plan, a nonqualified plan or an ESOP, running your retirement plan is NOT the reason you come to work every day. And one of the most seemingly daunting retirement plan projects is working through a conversion. Your retirement plan should not feel like your full-time job. And your transition should be manageable, not manic. Learn how we can help make things easier for you.

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Employee Communications

Employee education doesn’t have to be tedious, and filled with investment statistics that nobody but the advisors understand. We are behavioral finance and financial wellness experts. Find out how a simplified investment approach and recent developments in employee education can better prepare your valued employees for retirement.

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ESOPs

Employee stock ownership plans connect employees to the organization in a profound way through sharing actual ownership. ESOPs are complicated; however, sponsoring and communicating an ESOP, and integrating it with the rest of your benefits, doesn’t have to be difficult for you. Learn about how Conrad Siegel can help you achieve more with your ESOP.

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