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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.
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Conrad Siegel Named to List of Nation’s Top DC Advisor Teams in 2024
Conrad Siegel has been named to the 2024 National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of at least $100 million. The firm’s DC Investment operations are based out of Harrisburg, PA and manages over $7 billion in assets (as of 12/31/2023) for…
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Conrad Siegel’s Tara Mashack-Behney Named 2024 Top Retirement Plan Advisers
Tara Mashack-Behney, CFP®, ChFC®, President of Investment Advisory Services at Conrad Siegel has been named to the 2024 PLANADVISER Top Retirement Plan Advisers list. This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or…
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Conversation Clip | Mutual funds, ETFs, CITs – What are the differences?-Video
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Financial Wellness & Conrad Siegel | Video
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Retirement Lingo Explained
What’s that mean? We all know saving for retirement is important but some of the terms associated with retirement plans can make them difficult to understand. We’d like to provide some clarity to what some of the most common words mean. Asset Allocation Asset allocation is an investment strategy used to reduce the risk of…
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How to switch from a SIMPLE IRA to a Safe Harbor 401(k) | SECURE 2.0 Made it Easier
Small businesses with a SIMPLE (Savings Incentive Match Plan for Employees) IRA may want to switch to a Safe Harbor 401(k) due to the higher contribution opportunities and flexible plan design options. Fortunately, the passage of the Secure 2.0 Act of 2022 has made it easier for employers to make this switch. SIMPLE IRA vs.…
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Pooled Employer Plans (PEPs) vs. SIMPLE IRA
There are now many different retirement plan options for employers. It is becoming more common to see Pooled Employer Plans (PEPs) and SIMPLE IRAs evaluated against one another. Both types of plans can be good options for the right situation. We take a look at the differences between the two plans here: PEP SIMPLE IRA…
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2023 Retirement Plan Litigation Highlights
Employers across the country sponsor more than 625,000 401(k) plans. These plans provide millions of Americans with access to build equity and wealth in preparation for retirement. Due to a lack of oversight and poor practices, the first lawsuits targeted 401(k) plans about 15 years ago.
