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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.
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Conrad Siegel Named by Forbes as One of “America’s Top RIA Firms” in 2023
Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the second annual “Top RIA Firms in America” list by Forbes. The list was developed by Forbes and SHOOK Research using an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person interviews, and quantitative data. …
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Conrad Siegel Makes List of Top RIA Firms in 2023
Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Conrad Siegel has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of more than 500 firms that participated…
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Year End Financial Planning | Exploring Key Factors to Improve Your Finances
It’s hard to believe that 2023 is already coming to an end. Now is the perfect time to look at different aspects of your financial life to make sure that you are heading in the right direction. Financial planning can seem a bit overwhelming, but our team is here to walk you through it.
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Retirement Plan Investment Menu | Taking a Look Into the Industry Average
We are often asked how a plan’s investment menu compares to the industry average. In this article, we have highlighted a few aspects of the menu that we believe are not only interesting but important considerations for a fiduciary.
