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Prudence and Process – The Two P’s of Fiduciary Responsibility
Now that you know how to determine whether you’re a fiduciary, what do you need to do about it? The Employee Retirement Income Security Act of 1974 (ERISA) has a clear set of responsibilities and duties for fiduciaries. It is important that you take these requirements seriously and understand your own responsibilities as well as those…
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Investing in an Election Year
As we move towards the end of the year, the US election in November is beginning to become a focus of many investors. While there are strong feelings by many on which party and candidate is the best choice for our country, it is important to keep a long-term focus and attempt to separate politically…
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Are you a plan fiduciary?
Whether you are a fiduciary is determined by what you do, and not necessarily who you are. Anyone who has decision-making control over managing a plan — its assets or its administration is considered a fiduciary. Anyone who provides investment advice to the plan for a fee is also a fiduciary. You might think that…
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Conrad Siegel Investment Consultant Catherine Azeles Honored On Central Penn Business Journal’s Forty Under 40 List
Catherine Azeles, Investment Consultant at Conrad Siegel has been named to the Central Penn Business Journal’s 2020 Forty Under 40 List. The Central Penn Business Journal annually highlights the top forty local business leaders under 40 for their commitment to professional excellence, business growth and community service. At Conrad Siegel, Azeles is committed to helping…
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Employer survey shows continued growth in self-funding, Health Savings Accounts
Pennsylvania’s employers continue to favor self-funded insurance plans and more employers than ever are offering their employees Health Savings Accounts to pay for qualified medical expenses, according to a recent survey. Conrad Siegel, recently released its annual Medical and Prescription Drug Survey. The survey was conducted late last year and was answered by 104 organizations,…
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Student Loan Debt During the Pandemic
In this week’s Show Me the Money, one way the federal government helped during the coronavirus pandemic was by passing the CARES act. That put extra money in many of our accounts in the form of stimulus checks, but another benefit has been for those paying off student loans. 42.8 million people have federal student…
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IRS: Cafeteria plan sponsors to receive increased flexibility
On May 12, 2020, the IRS issued guidance to allow Section125 cafeteria plan sponsors increased flexibility with respect to mid-year election changes during calendar year 2020 related to health coverage, health FSAs, and dependent care assistance programs. The guidance also provides increased flexibility with respect to grace periods to apply unused amounts in health FSAs…
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Group Health Plans | Adjustments to Requirements and Deadlines
On April 28, 2020, The Department of Labor’s (DOL) Employee Benefit Security Administration (EBSA) issued EBSA Disaster Relief Notice 2020-01 to provide relief for various requirements and deadlines under the Employee Retirement Income Security Act (ERISA). For group health plans, subject to ERISA or the Internal Revenue Code, the relief provides additional time to comply…
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New Employee Leave under the FFCRA
On March 18, 2020 President Trump signed the Families First Coronavirus Response Act (FFCRA) into law. The new law included two significant leave program provisions going into place for 2020 due to the current pandemic. This exhibit includes information about the new leave provisions along with information about how they interact with the current Family…
