Conrad Siegel’s Tara Mashack-Behney Named 2024 Top Retirement Plan Advisers 

Tara Mashack-Behney, CFP®, ChFC®, President of Investment Advisory Services at Conrad Siegel has been named to the 2024 PLANADVISER Top Retirement Plan Advisers list.

This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more.

Mashack-Behney oversees the firm’s investment consulting for all types of retirement plans and specializes in fiduciary oversight and risk management.

Conrad Siegel has continued to experience success under Mashack-Behney’s leadership. The firm was recently recognized by the National Association of Plan Advisors (NAPA) as one of the Top DC Advisor Teams in the country as well as recognition by CNBC and Forbes.

The full PLANADVISER list and criteria can be found here.

Recognition from rating services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. This award was received on 3/14/2024 by PLANADVISER.