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Fee Benchmarking for Retirement Plans Made Easy
A topic that we get asked about a lot is how to understand the true cost of a retirement plan, and then how to compare that cost to the market. This is not just a “nice to know” kind of thing; it is fundamental to the role of a plan fiduciary under ERISA. Why should…
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Investment Options for Your HSA
What is the #1 barrier to early retirement for many? Healthcare! Health insurance is the main reason folks aren’t retiring as early as they otherwise would like to. While there are plenty of healthcare options (albeit pricey ones) for those on the brink of retirement, what can those that are 10+ years out do now…
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The Basics of ESOP Repurchase Obligations
In ESOPs that hold non-publicly-traded stock, when an active employee elects to diversify or a former employee requests a distribution, because there is no ready market for the stock, employer stock is sold and payment is made to the participant in cash. This obligation on the part of the company or the ESOP to repurchase…
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Conrad Siegel Launches Financial Wellness Program
Personalized Online Tools Empower Plan Participants to Find Financial Balance Harrisburg, PA – April 9, 2019 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has launched a Financial Wellness Program, a series of interactive, online educational tools designed to help plan participants get their finances in shape. Conrad Siegel’s Financial Wellness Program…
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How to Communicate the VALUE of your ESOP!
An Employee Stock Ownership Plan (ESOP) is a popular road to employee ownership for many organizations, but is often misunderstood by plan participants, which tends to diminish the effect the ESOP can have on a company’s culture. How should you as a plan sponsor communicate the value of the ESOP to your employee-owners, to better…
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Understanding ESOP Plan Provisions
Once you have some insight on the basics of an ESOP it’s time to gain an understanding on more of the details, ESOP plan provisions. Distribution Timing Distribution Options Diversification Rights Have ESOP questions? Contact our team!
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Other Considerations in Retirement
Aside from your finances there are many other things to consider in retirement. It’s not just about how you’re going to get there but how you’re going to spend it! Here are a few key areas you should also examine before retirement: Leisure Activities What will you do with your free time? It is easy…
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Investment Vehicles: The Basics
Rapid advances in technology have greatly changed the manner in which the world invests. Gone are the days of sending in trade orders by wire, phone, or mail to a broker-dealer for completion. A single individual now has the ability to place real-time orders from anywhere he or she has internet access. Along with the…
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Retirement Plan Investment Committee Basics
Your retirement plan’s Investment Committee is most likely composed of individuals with extremely busy schedules and a small amount of time dedicated to discussions surrounding your plans investments. So how do you make the most of their limited availability? We’ve put together a list of some tips, tricks, and best practices to make sure your…
