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ESOPs: The Basics

An Employee Stock Ownership Plan (ESOP) is a tax-qualified defined contribution retirement plan that primarily invests in the sponsoring company’s stock. ESOPs are primarily used to provide a market for the shares of a departing owner. Through the creation of an ESOP, the departing owner, the company, and plan participants can receive substantial tax benefits.
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Sources of Retirement Income

Whether your retirement is in sight or many years off, taking the time to consider your sources of income during retirement can alleviate some of the burden in planning for retirement. Here are some of the most common sources of retirement income: 1. Social Security Your Social Security benefit depends on how much you earned…
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Telemedicine: Managing Expectations of Savings

If you are involved in managing your organization’s healthcare benefit offering, you have almost certainly been approached by one – or many – different vendors about offering telemedicine benefits. Telemedicine is increasing in popularity and adoption, and like any growing area in employee benefits the market is becoming flooded with vendors and brokers trying to catch…
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Fiduciaries Find Fees Fascinating

While this title may be a stretch, monitoring and understanding fees is a crucial part of a fiduciary’s responsibilities. Monitoring the level of fees your Plan is paying is an important first step, but there are other important questions that also need to be answered. How is the Plan paying fees? How is the fee…
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Conrad Siegel Makes Financial Advisor Magazine’s List of Top RIA Firms Nationwide

Harrisburg-based Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Harrisburg, PA – August 31, 2018 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total…
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Conrad Siegel Partner Jon Sapochak Honored On Central Penn Business Journal’s Forty Under 40 List

Sapochak Recognized by CPBJ For Leadership on Conrad Siegel’s Health & Welfare Line of Business Jon Sapochak, Partner and Consulting Actuary with Conrad Siegel, which delivers comprehensive employee benefits and investment advisory services, has been named to the Central Penn Business Journal’s 2018 Forty Under 40 List. The Central Penn Business Journal annually highlights the…
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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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