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Education & Financial Wellness – Roles in a retirement plan
There are many factors that come into play for plan sponsors when designing and maintaining a successful retirement plan for your employees. Things like oversight, plan design, provider coordination, payroll processing, and continuous decision making – the list goes on and on.
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Conversation Clips | Should we still invest in bonds with current money market levels?-Video
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Is the Debt Ceiling Bringing You Down?
So, what’s up with the U.S. debt ceiling? As potential threats loom large, we’re seeing articles in abundance, explaining where we’re at, how we got here, and what to expect next. We wouldn’t be human if we didn’t share in your frustration over the maddening lack of resolution to date. It’s stressful to watch huge,…
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Should local small businesses have a retirement plan?
Some (maybe most) small businesses have started to consider offering higher wages but what other benefits should be offered? What about a retirement plan? A retirement plan may seem like a standard benefit but these plans have been out of reach for most small businesses for a long time.
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Teaching your kids and grandkids about money
Whether your kids or grandkids are 4, 14, or 24, teaching them about money is one of the most important gifts you can give them. Good money skills last a lifetime.
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Can local small businesses offer a retirement plan? New tax credits could make a big difference
Retirement plans can provide employers with an essential tool for recruiting and retaining their workforce. Yet, many small employers struggle with the costs of establishing and the complexities of maintaining a retirement plan. With the passage of the Secure 2.0 Act of 2022, small employers have increased tax credits available to cover the startup costs…
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Conversation Clips | Is the 60/40 portfolio still king?-Video
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Conversation Clips – March 2023 | What happened with Silicon Valley Bank?-Video
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Conrad Siegel Among Nation’s Top DC Advisor Teams in 2022
Conrad Siegel was named to the National Association of Plan Advisors’ (NAPA’s) list of the nation’s top defined contribution (DC) Advisor Teams on March 17th, 2023. Conrad Siegel’s DC operations are based out of its headquarters in Harrisburg, PA. The firm made the list because of the $6+ billion in assets that it manages (as…
