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Defined Contribution Plan Survey & Industry Trends
As defined contribution plans continue to evolve amid regulatory developments, participant expectations, and market uncertainty, recent surveys from industry leaders highlight several key themes shaping today’s DC landscape.
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What to Know about Trump Accounts
By now, you may have heard about 530A accounts, officially known as Trump Accounts. These are new, tax-advantaged savings vehicles designed for minor children. They were signed into law in 2025 and are launching on July 4, 2026. While some details are still being finalized, enough is known to understand where these accounts might fit in your—and your child’s—financial plan. What Are They and Why Do They Matter? For many years, families have had limited options when…
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Correcting Roth Catch-Up Contribution Errors Under SECURE 2.0
*Originally published on: 5/27/2026 Overview of SECURE 2.0 Roth Catch-Up Requirement SECURE 2.0 introduced a new requirement for higher-compensated employees to make catch-up contributions on a Roth basis beginning on January 1, 2026. Employees are considered higher-compensated if their W-2 FICA wages exceeded $150,000 in the previous year. This threshold is indexed for inflation. By now, many…
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A Guide to Thoughtful Spending
It has never been more tempting to spend money. Every day, we’re pressured to buy something, whether through traditional ads or targeted online recommendations. The messages are constant and persuasive. Financial professionals like us spend a lot of time talking about how to save. But knowing how to spend well is equally important. And for…
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Conrad Siegel Named One of Nation’s Top DC Advisor Teams in 2026
April 17, 2026 – Conrad Siegel has been named to the prestigious National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million. Unlike other industry rankings, this list focuses on individual firms, or what may be referred to in a…
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Geopolitics, Conflict, and the Case for Staying Invested
On Feb. 28, the U.S. and Israel launched an attack on Iran, setting off a rapidly escalating conflict across the Middle East. Fighting has spread to other countries, bringing with it destruction and loss of life. In addition to the humanitarian toll, the conflict is making economic waves globally. These events have investors worried and…
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How to Have Family Conversations About Money
Money plays a role in so many of the decisions we make, yet it remains one of the last true taboos in American life. Despite its importance, 62% of people say they don’t talk about money at all, not with family, not with friends and in nearly half of cases, not even with their spouse or partner. In fact, most Americans feel more comfortable discussing politics,…
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Should I Be Using a Health Savings Account (HSA)?
Choosing a health care plan at work can be a bit of a headache—charts comparing premiums, copays and deductibles isn’t exactly light reading. One option you might have encountered in this process is the high-deductible health plan (HDHP). The name might sound intimidating.
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Your 2026 Market Guide | Virtual Event (Replay)
The New Year is a great time to reflect on where markets have been and consider what lies ahead. The Conrad Siegel Wealth Management team reviewed the past year in the markets and discussed key data points that may help guide investment decisions in 2026.
