Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has announced that Robert Dolan, ASA, MAAA, Janel Leymeister, ERPA, CEBS, and Holly Ross, FSA, EA, MAAA are retiring from the firm, effective January 1, 2021.
“These three individuals have had a profound impact on our firm over the last 40+ years,” says Mark Bonsall, President of Conrad Siegel. “Simply put, our organization would not be the same without Bob, Janel, and Holly. They are not only excellent professionals, but they are great people and their impact on Conrad Siegel will be felt for many years to come. While we will miss the three of them, we are extremely confident that their leadership and legacy will carry over to the future leaders of our firm.”
Robert Dolan, ASA, MAAA served the firm in many leadership capacities over the years, including the roles of COO, President and CEO, and Board Chair from 1991-2013. Under his leadership, the firm developed its OPEB consulting product, along with establishing its Healthcare consulting as a separate line of business. In 2002, as the founding President, Bob was a key contributor in the creation of Conrad Siegel Investment Advisors where he continued as President until 2013. Bob may be best known for offering his time and leadership skills to the Central PA community where he continues to serve in leadership roles on many local boards. Bob’s years of experience and leadership can be felt throughout Conrad Siegel, most notably through the relationships he has formed with those both in and outside of the firm.
Janel Leymeister, ERPA, CEBS, a partner of the firm and retirement plan consultant, joined Conrad Siegel in 1991. She has specialized in consulting on a variety of defined contribution plans for all types of organizations. Janel developed extensive experience in administrative services for larger employers in retirement plan design, compliance, and investment education for employees, focusing on 401(k) plans and ESOPs. Janel also developed great relationships in the community through her commitment to Leadership Harrisburg, as well as serving on the board of directors for other local organizations.
Holly Ross, FSA, EA, MAAA, a partner and consulting actuary, has been with Conrad Siegel since 1990. She has specialized in retirement plan consulting for private sector employers, professional corporations, and tax-exempt organizations. She developed expertise in both defined contribution and defined benefit plans while specializing in nondiscrimination testing, actuarial valuations, administrative services, government forms preparation, and pension accounting cost calculations. Holly also served the firm as a key member of Conrad Siegel’s compliance committee for most of her career. She has also served her local community through leadership roles in her church, the Girl Scouts, and Red Land High School’s Music Boosters.
To coincide with these retirements, Conrad Siegel announced in July 2020 that they had appointed four new partners.