Financial Wellness Survey – 2024

Retirement

Defined Benefit Plans
401(k)/DC Plans
Small Business 401(k) Plans
ESOP
Cash Balance Plans
Investment for Organizations
Investment for Individuals
QDRO/Divorce Valuations
Executive Retirement Plans

Investment

Investment for Organizations
Wealth Management
Foundations & Endowments

Healthcare

Large Group Plans
Small Group Healthcare
Compliance & Healthcare Reform

401(K)

401(k)/DC Plans
ESOP
Small Business 401(k) Plans
Employee Communications
Retirement Plan: Investment Consulting

Actuarial

Defined Benefit Plans
Cash Balance Plans
Postemployment & GASB
Workers’ Comp
QDRO/Divorce Valuations

Conrad Siegel

Company Overview
Case Studies
Partners & Consultants
Careers

Legal

Privacy
Security
CSIA Disclosure

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. Registration does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to CSIA or its investment advice, analysis or other advisory services. Being featured on or appearing on the various news outlets referenced is not to be interpreted as an endorsement or approval of the Firm or its services by any of the referenced news outlets. All data regarding CSIA reflects our most recent annual ADV filing as of June 30, 2023.