Full-Service Administration

A benefits package you can be proud of

Whether you have a 401(k), 403(b), 457(b) or a profit sharing plan, a nonqualified plan or an ESOP, running your retirement plan is NOT the reason you come to work every day.  Your retirement plan should not feel like your full-time job.  Your conversion experience should be manageable, not manic.

At Conrad Siegel, there are many possibilities that help you focus on running your business instead of pushing paperwork and answering calls.  From delegating plan administration to us to seamless payroll integration, there is a wide spectrum of services that can be designed to work the best way for your organization. And our dedicated conversion team will minimize your administrative burden in getting there by facilitating a smooth transition.  We can help you save time by improving operational efficiencies, reducing fiduciary challenges, and helping your employees progress towards a more secure retirement.

Real solutions designed for real people

401(k) and similar defined contribution plans are often the cornerstone of your benefits package and play a key role in attracting and retaining talented employees. That’s why the plans we help design aren’t just numbers, they’re designed around real people saving for their futures — for college, for retirement, for real-life goals.  And as consultants in health benefits, investments and pensions as well, we can help you take your total compensation package to a whole new level of holistic effectiveness.

We like to keep it personal – the same specialists who work on your plan each day are available to answer your employees’ questions. We do not outsource customer service.

A participant-centered approach translates into a better bottom line

Our plan design philosophy is based around the employee. Beyond the numbers, we consider human behavior, incorporating ideas from actuarial and behavioral science to build compelling plans that don’t just maximize the chances for achieving real retirement success, they make people feel good about doing it. Our approach includes creating an environment around your plan that helps employees make better decisions to increase their retirement incomes. And, as an employer, successful retirement outcomes often translate into a more profitable bottom line.

Your total plan solution

Our total defined contribution retirement plan solution combines plan design, investment consulting, employee communications, administrative/record keeping, and custodial services.  We serve all kinds of defined contribution plans, including the following:

  • 401(k) plans
  • 403(b) plans
  • 457 plans
  • Profit-sharing plans
  • Employee stock ownership plans (ESOPs)
  • Cross-tested/new comparability plans
  • Money purchase pension plans
  • Plans with complex or special provisions
  • Plans that include self-directed brokerage accounts

TO LEARN MORE about Full-Service Administration, contact our Full-Service Administration leadership team.

 

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