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ELEVATE Series – Understanding and Evaluating 401k Plan Costs
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Conrad Siegel Named to CNBC’s 2025 Financial Advisor 100 List
Conrad Siegel has been named to the CNBC FA 100, which ranks top-rated financial advisory firms across the country. After coming in at #49 in 2024, Conrad Siegel ranked #32 in the 2025 edition.
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ELEVATE Series – Understanding and Navigating Rising Healthcare Costs
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Educating the Next Generation About Family Wealth Management
Over the next few decades, an enormous amount of wealth is expected to pass from older to younger generations. This has been dubbed the “Great Wealth Transfer,” and one estimate suggests that $124 trillion will change hands by 2048. It’s an eye-popping figure, to be sure, but it also highlights the reality that many families…
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Conrad Siegel Partner & Investment & Fiduciary Consultant Sean Duffy Honored on Central Penn Business Journal’s Forty Under 40 List
Sean Duffy, QPFC, AIF®, Partner at Conrad Siegel, has been named to the Central Penn Business Journal’s 2025 Forty Under 40 List. Each year, the Central Penn Business Journal highlights forty of the region’s most accomplished young leaders for their professional excellence, commitment to growth, and dedication to community service. At Conrad Siegel, Duffy specializes…
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A Retirement Plan Fiduciary’s Glossary: Key Terms to Understand
We believe it’s a fiduciary’s responsibility to seek understanding so that they are comfortable and confident in the decisions that they make. We’ve provided a glossary of terms that are often used during retirement plan committee meetings to help ensure that you are knowledgeable about the plan and can engage in discussions with your advisor. …
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The Power of Purpose in Retirement
When people picture retirement, it’s often about slowing down — taking time to relax, finally getting through that stack of books, and spending more moments with loved ones. It sounds like the dream. But without the familiar rhythm of work and routine, some retirees find themselves asking: what now?
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The One Big Beautiful Bill Act: New Tax Legislation Changes
You may have heard about the new tax legislation that recently passed and your feelings on it may vary depending on your viewpoint. After all, each beholder has a unique set of eyes. Regardless of how you feel about the political or fiscal ramifications of the new legislation, some of the provisions within it could…
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Important Updates to Affordable Care Act (ACA) Form Furnishing Requirements
The Paperwork Burden Reduction Act (HR 3797) and Employer Reporting Improvement Act (HR 3801) were signed into law in the final days of 2024. Of importance, the Paperwork Burden Reduction Act now allows employers to furnish 1095-C forms to applicable members only when requested by the member, as long as the employer posts a notice…
