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Identity Theft | Tips & Tools to Protect Yourself in Today’s Digital World
Now more than ever, so many aspects of our lives are taking place online. Conrad Siegel and guest speaker
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Medicare Renewals & Open Enrollment – More Treats, Less Tricks
To many, the beginning of fall is marked by the change in foliage, the return of football season, and the arrival of cooler weather. But to a select few, the beginning of the annual Medicare enrollment process is lurking among the pumpkins.
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The Do’s and Don’ts of your 401(k) fund lineup.
Do’s Have stated goals.Your internal investment committee should have a conversation about the overall goals of the menu. Talk to the group about what funds make up the lineup and how many funds are offered. Once your goals are established, they should be documented in meeting minutes or the Investment Policy Statement. Documentation serves as…
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Will your employees have enough to retire?
A common retirement income replacement benchmark is 80%. In other words, a typical retiree at age 65 will need 80% of his or her pre-retirement income in order to maintain a similar lifestyle in retirement. Having their employees reach an adequate income replacement ratio is important to our clients for a variety of reasons. Many…
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Conrad Siegel Partner & Consulting Actuary Trevor Bare Honored On Central Penn Business Journal’s Forty Under 40 List
Trevor Bare, Partner & Consulting Actuary at Conrad Siegel has been named to the Central Penn Business Journal’s 2021 Forty Under 40 List. The Central Penn Business Journal annually highlights the top forty local business leaders under 40 for their commitment to professional excellence, business growth and community service. At Conrad Siegel, Bare is a…
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Are you setting up your employees for a successful retirement?
Your employees need to be able to retire—both for their own good and for the good of the company. As an employer, you want to help your employees reach their goals and build a secure, comfortable future for themselves. And in a time when economic and financial anxiety feel more present than ever before, they…
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Joshua Mayhue Appointed Partner at Conrad Siegel
Harrisburg, PA – August 2021 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently announced that Joshua Mayhue, FSA, EA, MAAA has been appointed a partner at the firm. Mayhue, a consulting actuary, specializes in Other Postemployment Benefits (OPEB) and defined benefit plan consulting. He has worked at Conrad Siegel since 2005…
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Retirement Readiness in an Economic Crisis
Are you setting up your employees for a successful retirement? Your employees need to be able to retire—both for their own good and for the good of the company. As an employer, you want to help your employees reach their goals and build a secure, comfortable future for themselves. And in a time when economic…
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Catherine Azeles named the winner of Central PA Leukemia and Lymphoma Society’s (LLS) 2021 Woman of the Year
Catherine Azeles, CFP®, RICP®, an Investment Consultant at Conrad Siegel has been named the winner of Central PA Leukemia and Lymphoma Society’s (LLS) 2021 Woman of the Year. During a 10 week campaign this spring, Catherine raised over $77,000 to help fund therapies that save the lives of blood cancer patients every day and research…
