Case Studies
Real-world stories about our clients and how our financial advisory firm partners together to do great things.
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How a PA School District Streamlined ACA Reporting and Saved Time
The East Penn School District is a large public school district located in Pennsylvania’s Lehigh Valley. The district includes seven elementary schools, two middle schools, and one high school, and employs over 1,000 staff members.
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Promoting plan features through employee education
Conrad Siegel worked with a Pennsylvania-based senior living facility that provides residential and care services to more than 6,000 seniors in 27 locations across the mid-Atlantic region. The organization’s leadership team has always placed a strong emphasis on simplifying employee benefits so that time and effort can be spent on caring for their residents.
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Simplifying how an ESOP & 401(k) can work together
Conrad Siegel worked with a leading HVAC, plumbing, and mechanical services organization that was rapidly growing throughout the country. The organization has been an employee-owned company since 2010, with 2,000 participants in its ESOP and 401(k) benefit plans, many of which were hired through the acquisition of over 20 companies within a 10-year span. With…
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True actuarial consulting for a leading manufacturer
Conrad Siegel worked with a Pennsylvania-based manufacturer that has been a global leader in its field for over 30 years. The company provides highly specialized products that serve a wide variety of applications across industries such as aerospace, automotive, construction, marine, medical, and energy. Challenges The actuary that provided consulting services for the company’s Postretirement…
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A 401(k) conversion in a flash
Conrad Siegel worked with an international organization that operates within the life sciences industry, supporting clients across multiple sectors. Because of the nature of its work, operations are staffed 24/7 to ensure responsive support. The organization recognizes its employees as its greatest asset, placing an emphasis on simplifying employee benefits so that time and energy…
