Big firm capabilities,
small firm feel

Our team simplifies the complex numbers that drive organizations. We team up with clients who share our values and want a partner to help them build a great workplace for their employees.

We’re what some call “numbers people”. Our perspective helps us show clients how to use numbers to achieve great things today and in the future.

We help great organizations offer exceptional benefits

The best, most competitive workplaces are typically built around protecting their most important asset: their
employees. For over 60 years, we’ve married our actuarial prowess with areas in organizations that help them do more – like take better care of their employees, save more money, and find strategies to grow. You decide the direction, we navigate the details to help get you there.

Award information and criteria can be found at

Best in Retirement
2015 IMPACT Award™
Charles Schwab & Co., Inc
Top Education Tools
2018 Eddy Awards
Pensions & Investments
Top 10 Manager of DC Assets
2021 Pensions & Investments
America’s Top 100 RIAs
2022 Forbes

Flexible consulting that works

Let’s see if our consulting is a good match for you.

“I love knowing that we have experts in our corner providing timely recommendations for our plan. I trust Conrad Siegel completely and would highly recommend them to anyone who needs a retirement plan manager.”

Tina Smith, Juniata Valley Bank