Conrad Siegel Receives 2018 PSCA Signature Award for Fiduciary and Plan Decision Guide
Conrad Siegel Recognized Nationally for Retirement Plan Communications Work with HB Global
Conrad Siegel, delivering comprehensive employee benefit and investment advisory services, earned a Plan Sponsor Council of America (PSCA) Signature Award for its fiduciary and plan decision resources.
The PSCA, part of the American Retirement Association, is a community of employee benefit plan sponsors that serves as a resource to policymakers, the media and other stakeholders to improve retirement security for millions of Americans. The group’s mission is aimed at expanding on the success of America’s voluntary, employer-sponsored retirement system to help provide long-term financial security for businesses and individuals.
The annual Signature Awards recognize excellence in retirement plan communications to plan sponsors and plan participants around the country. Conrad Siegel was honored for its work with HB Global, LLC, a leading mechanical service provider.
“Effective communications are critical to help plan sponsors and employees understand their retirement benefit plans. These communications help plan sponsors, such as our partners at HB Global, determine what is best for employees,” said Janel Leymeister, Partner and Retirement Plan Consultant at Conrad Siegel. “We believe that comprehensive education and communication facilitate greater engagement from plan sponsors and plan participants, guiding them to take effective action.”
As part of its annual review with HB Global, Conrad Siegel developed a consulting packet to provide the company’s plan sponsors with a customized plan decision resource. It served as a guide to quickly evaluate how employees utilize the plan, review how its plan performs in terms of preparing employees for retirement and how it stacked up against benchmarking data, address fiduciary concerns and ensure that the plan meets company goals.
The consulting packet was boiled down to be clear, simple and easily understandable so that plan sponsors can monitor their plan, identify any needed adjustments, and ultimately allow them to continue to grow their team and business.
Conrad Siegel and HB Global were honored at the PSCA’s 71st national conference in Scottsdale, Ariz. Opening up the conference, the Signature Awards highlighted plan sponsors and service providers whose communication was engaging and proved to drive action. A judging panel of 24 business leaders, primarily plan sponsors, selected 32 winners across the 11 categories.
All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. CSIA and its representatives are in compliance with the current notice filing registration requirements imposed upon investment advisors by those states in which CSIA maintains clients. CSIA may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by CSIA with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state that the client resides.