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Conrad Siegel Brings on Two New Investment Consultants

Central Pa. Firm Welcomes New Consultants to Support Continued Growth Harrisburg, PA – June 20, 2018 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently hired two investment consultants, Catherine Azeles, CFP® and Bridget Casher. The new hires have been brought on during a period of significant growth, with Conrad Siegel recently…
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Conrad Siegel Founder Awarded Honorary LVC Doctorate

Employee Benefit and Investment Advisory Firm Founder Conrad Siegel Receives Doctorate from Lebanon Valley College Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, congratulates founder Conrad (Connie) Siegel on his honorary doctorate from Lebanon Valley College. Lebanon Valley College grants honorary degrees to those who have made exceptional contributions to society and whose…
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Conrad Siegel’s Your Retirement Bridge Program Wins National Pensions & Investments Award

Firm Recognized for Ongoing Investment Education Efforts at Annual Defined Contribution Conference Harrisburg, PA – March 20, 2018 – Conrad Siegel, delivering comprehensive employee benefit and investment advisory services, was recently recognized for its Your Retirement Bridge program at the annual Pensions & Investments Eddy Awards, taking home the top award in the Ongoing Investment…
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10 Things Investors Should Know About Recent Tax Reform

Given the many questions recently arising on tax reform, Investment Consultant Tom Terhaar takes investors through a summary of what the changes mean for you. While primarily reforming corporate tax law, there are a number of changes for individual tax payers. Based on the newly enacted laws, over 80% of Americans should see a tax…
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Making Sure You Are Financially on Track- Before and Through Retirement

Pre-Retirement A mistake that people often make is thinking they are on track for retirement, but never really crunching the numbers to know where they stand. It is important to plan for retirement accordingly, meaning that your nest egg is large enough to make sustainable withdrawals throughout your lifetime. To understand if you are on…
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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…
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