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2023 Retirement Plan Litigation Highlights
Employers across the country sponsor more than 625,000 401(k) plans. These plans provide millions of Americans with access to build equity and wealth in preparation for retirement. Due to a lack of oversight and poor practices, the first lawsuits targeted 401(k) plans about 15 years ago.
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Conrad Siegel Named by Forbes as One of “America’s Top RIA Firms” in 2023
Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the second annual “Top RIA Firms in America” list by Forbes. The list was developed by Forbes and SHOOK Research using an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person interviews, and quantitative data. …
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Conrad Siegel Makes List of Top RIA Firms in 2023
Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Conrad Siegel has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of more than 500 firms that participated…
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Year End Financial Planning | Exploring Key Factors to Improve Your Finances
It’s hard to believe that 2023 is already coming to an end. Now is the perfect time to look at different aspects of your financial life to make sure that you are heading in the right direction. Financial planning can seem a bit overwhelming, but our team is here to walk you through it.
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Retirement Plan Investment Menu | Taking a Look Into the Industry Average
We are often asked how a plan’s investment menu compares to the industry average. In this article, we have highlighted a few aspects of the menu that we believe are not only interesting but important considerations for a fiduciary.
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Conversation Clips | Are there still decisions to make if you are an all index investor?-Video
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CNBC Ranks Conrad Siegel Top-Rated Financial Advisor In 2023
National list recognizes advisory firms that best help clients navigate their financial lives. Harrisburg, PA – September 13, 2023 – Conrad Siegel, delivering comprehensive investment and wealth management consulting services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms across the country. After coming in at #70 in…
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Investing in a Second Home: Is it the Right Move for You?
Whether you’re a working professional who dreams of building a legacy of memories for your children, or a Baby Boomer approaching retirement, eager for a retreat that will draw your friends and family near, the second home trend has its appeal.
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A Refresher on Retirement Planning
As the end of summer approaches and children head back to school, many adults could take a moment for a refresher course in planning for retirement. Making the commitment to save for retirement in your employer-sponsored retirement plan is a wise move that puts you on the path toward reaching your retirement savings goals.
