Case Studies

The right solution for your situation

We’re problem-solvers that understand the complexities and challenges of benefits, investment, and healthcare as they apply to corporations, non-profits, schools, municipalities, or individuals. We’ve built a reputation on building the right solutions for just about any situation. See how we’ve simplified complexity for some of our clients already.

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  Simplifying how an ESOP & 401(k) can work together

  Conrad Siegel had to structure an integrated ESOP and 401(k) plan strategy for HB Global that specifically considered their aggressive growth strategy. This would keep HB Global focused on growing the business while Conrad Siegel automated all facets of these plans, including conversions and onboarding employees from their former plans.

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  True actuarial consulting for a leading manufacturer

  See how Conrad Siegel partnered with Mount Joy Wire to provide true actuarial consulting for their benefit plans.

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  A 401(k) conversion in a flash

  Eurofins needed to convert their 401(k) plan for approximately 1,500 employees in less than two weeks. Transitions of this size and complexity can typically take up to three months. Conrad Siegel partnered with Eurofins to achieve their goals while fostering a seamless transition for employees.