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Making Adjustments Prior to Retirement
Now that you have planned your goals for retirement, you may realize you need to make investment adjustments to meet these goals. What do I do if my income does not cover my anticipated expenses? There are many ways to address this, but here are a few examples of what could be done to improve…
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Hospital vs. Independent Labs
It’s Black Friday season and every consumer in America knows what that means. Massive hordes of people waiting outside of stores at 6 pm on Thursday (missing some quality Thanksgiving Day football) to trample each other and Usain-Bolt-style sprint for that coveted item. The 65” television, that is way too big for your living room,…
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Conrad Siegel Named to the CNBC FA 100
National list celebrates forward-thinking advisory firms Harrisburg, PA – November 5, 2019 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms in the country. The CNBC FA 100 recognizes firms that continue to uncover new and better…
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Retirement Plan Investment Committee Checklist
The fiduciary landscape is changing, and processes once seen as “good enough” no longer check all of the right boxes. Use this straightforward checklist to ensure your investment committee is covering its bases. Plan Investments [ ] Review funds to ensure the lowest cost share class is utilized [ ] Review the size of the…
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Top 5 Financial Planning Tips: Are you prepared?
Are you prepared if you lost your job? If your spouse was injured? If you have a family emergency? All of the scenarios above will impact your personal financial plan, but too often it is left neglected or moved down on the priority list until something happens to shake things up. We’ve summarized 5 tips…
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Your Retirement Vision
How much do you need to save for retirement? This can be a difficult question to answer. It’s often an estimate based on a lot of unknowns. That doesn’t make it any less important. Where do you see yourself in retirement? Will your expenses be higher or lower than they are now? Are you planning…
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401(k) recordkeeping RFPs | 4 Questions to ask your future provider
According to research performed by the Callan Institute, 1 in 5 plan sponsors intend to conduct a recordkeeping search in 2019. So maybe you’re one of those plan sponsors that are thinking about a search this year? Maybe you see a search coming later down the road? Whatever the case may be, if you are…
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Retirement is a journey, not a destination
You have likely been saving, investing, and planning for retirement for years, if not decades. Having a workable and flexible financial plan is essential as you approach the end of your working career. But retirement readiness also includes non-financial planning or life planning. What are you going to do once you reach your goal? Retirement…
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How Do You Measure Up to the Competition? Plan Benchmarking.
Why should I benchmark my plan? As an organization that must compete for employees in today’s marketplace, you want to know how your benefits measure up to the competition. You want to ensure that it gives participants a chance of successfully achieving a good retirement. And as a fiduciary, you want to confirm that your…
