Competitive companies know their number one asset is employees. We build leading businesses by maximizing their retirement, investment, and healthcare benefits. We’ll treat your company and your employees as they were our own. We choose clients who share our moral compass, who want a partner to advocate for them to thrive and create strong, healthy, happy, and competitive workplaces for their employees.

At Conrad Siegel, we believe that an understanding of the environment in which a client operates is crucial in ensuring that a plan’s objectives are met and in achieving the best possible outcome for plan sponsors and participants alike. No matter your size, location, or industry- we can develop custom solutions to meet your needs.

Investment Advisory

We work with plans from $1 million to over $1 billion in assets to help plan sponsors offer a sophisticated, uncomplicated approach designed to be simple for participants to understand while minimizing the risks associated with offering competitive retirement plan benefits.

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Our plan design philosophy is based around the employee. Our approach includes creating an environment around your plans that helps employees make better decisions to increase their retirement income. We can help you save time by improving operational efficiencies, reduce fiduciary challenges, and help your employees progress towards a more secure retirement.

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Defined Benefit Plans

We help simplify the increasing complexity of benefits. We’ll help navigate funding, accounting analysis, and compliance reviews and show you different ways to approach your benefits plan to maximize its value to participants. Importantly, we will help you understand the inner workings of your plan in simple terms and be there to provide guidance you need to implement and manage a customized plan designed specifically around your organization.

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Executive Retirement Plans

Executive Compensation Plans play an important role in recruiting, retaining, and rewarding the leaders of your organization.  Conrad Siegel specializes in administering many varieties of Executive Retirement Plans and is ready to provide a custom solution for your specific needs.

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Healthcare Consulting

The changing landscape of healthcare benefits has challenged employers to build compelling benefits to attract and retain employees. As your partner, we help you build competitive custom health plans that fit your organization. We service large & small group plans, and insured & self-funded plans. As an independent consulting firm, we believe competitive health benefits shouldn’t have to compromise on flexibility or cost.

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Sponsoring an ESOP doesn’t have to be complicated and we can help structure a plan to manage and communicate your ESOP value to employees. Conrad Siegel specializes in all facets of ESOPs, from recordkeeping and administration to repurchase obligation studies and plan design.

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Postemployment Actuarial

We are positioned to help manage the costs and risks of your retirees’ post-employment benefits, understanding the challenges of gathering the necessary information for postemployment valuations. Our dedicated employees, not intermediaries, will work directly with you to help you through the data collection process.

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Workers’ Comp

Conrad Siegel has been consulting with employers since 1978, to help them understand the magnitude and potential variability of their workers’ compensation liabilities. We offer actuarial services for individual and group self-insured workers’ compensation funds, enabling them to evaluate and adequately fund their reserve liabilities and to satisfy Pennsylvania Department of Labor and Industry security requirements.

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