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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 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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10 Things Investors Should Know About Recent Tax Reform
Given the many questions recently arising on tax reform, Investment Consultant Tom Terhaar takes investors through a summary of what the changes mean for you. While primarily reforming corporate tax law, there are a number of changes for individual tax payers. Based on the newly enacted laws, over 80% of Americans should see a tax…
