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Change is Hard: The Reluctance to Evolve Retirement Plans
Change can be hard for several reasons, both psychological and practical. We tend to seek stability, familiarity, and predictability, so when something shifts, it can feel unsettling or even threatening. As humans, we face change in all facets of life. As a leader or decision maker we sometimes avoid making changes because of the fear of backlash or…
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ELEVATE Series – What’s Out, What’s In with 401(k) Plans in 2025
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Conrad Siegel’s Sean Duffy Named a 2025 Top Retirement Plan Adviser
Sean Duffy, QPFC, AIF®, Investment & Fiduciary Consultant at Conrad Siegel has been named to PLANADVISER’s 2025 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 retirement plan…
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Conrad Siegel Named One of Nation’s Top DC Advisor Teams in 2025
March 26, 2025 – Conrad Siegel has been named to the prestigious 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. Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to…
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Cryptocurrency in Retirement Plans
Bitcoin hit the six-figure milestone, surpassing $100,000 in early December 2024 (you may have heard this from your co-worker, son, or favorite barber). With this recent development, it seems like a good time to revisit the topic of cryptocurrency in retirement plans. While adding cryptocurrency to a retirement plan may seem appealing to some, it…
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The Rise of Collective Investment Trusts
Collective Investment Trusts, also known as CITs, have continued to make headlines in the retirement plan industry. In the evolving retirement plan landscape, CITs are gaining traction as an attractive investment vehicle for participants and plan sponsors. Once a niche offering, CITs are becoming increasingly popular among plan sponsors and participants due to their cost…
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A Guide for Retirement Plans: Transitioning from Balance Forward to Daily Recordkeeping
When managing retirement plans, the choice between daily and balance forward recordkeeping is an important consideration. Both methods have their advantages, but many modern-day plans are shifting towards daily recordkeeping for its distinct benefits. Here we look at the differences between the two, the potential advantages of daily recordkeeping, and what a transition process might…
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Exploring the Benefits of Streamlining Retirement Plan Providers
In today’s fast-paced, digital-first business environment, efficiency is key to maintaining a competitive edge. When it comes to managing retirement plans, consolidating your plan providers can offer significant advantages. First, it’s important to know the different roles of providers within a retirement plan. This can be relatively straightforward if your organization offers a single plan…
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Stable Value Funds and Market Value Adjustments
Stable value funds and market value adjustments (MVAs) have been a topic of discussion recently due to the changing interest rate environment over the last 18 months. With the increase in rates, MVAs are being assessed at a higher rate to protect against potential losses.
