As a retirement manager, Jeff provides recordkeeping, consulting, and administrative services for defined contribution retirement plans. Jeff’s skill set includes annual compliance testing, government filings, daily valuations, employee communications, and IT problem solving.
Jeff joined Conrad Siegel in 2014 as a Retirement Assistant. In his time with the Defined Contribution team, Jeff has handled many different responsibilities including serving on our internal staff support team, completing annual valuations of both 401(k) and employee stock ownership plans, and providing excellent customer service to thousands of plan participants.
When not in the office, Jeff enjoys spending time with his wife and dog. They can often be found hiking on local trails or playing sports.