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5 Questions To Ask Your Financial Advisor In Your Annual Review
If you don’t already, you should be meeting with your adviser for a broad-based review at least once per year. Meeting with your adviser on an annual basis can be easily overlooked. For some individuals, it is simply another annual event on their calendar that isn’t given much thought. But your annual review is an…
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Conrad Siegel Reveals New Brand
Firm Unveils New Logo and Launches Updated Website As it Plans for Growth Harrisburg, PA – January 31, 2018 – Conrad Siegel Actuaries and Conrad Siegel Investment Advisors, delivering comprehensive employee benefits and investment advisory services, today announced a company-wide rebrand, unveiling a new name, logo and website. Previously known as Conrad Siegel Actuaries and…
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Conrad Siegel Named 2017 “Business of the Year” by CPBJ
Firm recognized by the Central Penn Business Journal for the 101+ employees category Harrisburg, PA – December 6, 2017 – Conrad Siegel, delivering comprehensive employee benefits services, has been selected by the Central Penn Business Journal as the 2017 Business of the Year (101 + employees). The 14th annual Business of the Year Awards honor businesses…
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Long-Awaited Changes to IRS Mortality Tables
Update on Mortality Tables The IRS has released final regulations on the applicable mortality tables used by pension plans for 2018. The proposed tables are based on the Society of Actuaries mortality tables released in 2014 and the MP-2016 improvement scale. Many plan sponsors are already using versions of these tables for accounting calculations. How…
