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Conrad Siegel Partner & Investment & Fiduciary Consultant Sean Duffy Honored on Central Penn Business Journal’s Forty Under 40 List
Sean Duffy, QPFC, AIF®, Partner at Conrad Siegel, has been named to the Central Penn Business Journal’s 2025 Forty Under 40 List. Each year, the Central Penn Business Journal highlights forty of the region’s most accomplished young leaders for their professional excellence, commitment to growth, and dedication to community service. At Conrad Siegel, Duffy specializes…
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A Retirement Plan Fiduciary’s Glossary: Key Terms to Understand
We believe it’s a fiduciary’s responsibility to seek understanding so that they are comfortable and confident in the decisions that they make. We’ve provided a glossary of terms that are often used during retirement plan committee meetings to help ensure that you are knowledgeable about the plan and can engage in discussions with your advisor. …
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The Power of Purpose in Retirement
When people picture retirement, it’s often about slowing down — taking time to relax, finally getting through that stack of books, and spending more moments with loved ones. It sounds like the dream. But without the familiar rhythm of work and routine, some retirees find themselves asking: what now?
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The One Big Beautiful Bill Act: New Tax Legislation Changes
You may have heard about the new tax legislation that recently passed and your feelings on it may vary depending on your viewpoint. After all, each beholder has a unique set of eyes. Regardless of how you feel about the political or fiscal ramifications of the new legislation, some of the provisions within it could…
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Important Updates to Affordable Care Act (ACA) Form Furnishing Requirements
The Paperwork Burden Reduction Act (HR 3797) and Employer Reporting Improvement Act (HR 3801) were signed into law in the final days of 2024. Of importance, the Paperwork Burden Reduction Act now allows employers to furnish 1095-C forms to applicable members only when requested by the member, as long as the employer posts a notice…
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Sean Duffy Named Partner at Conrad Siegel
Harrisburg, PA – July 1, 2025 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory consulting, has announced the appointment of Sean Duffy, QPFC, AIF®, as a partner at the firm. As an Investment & Fiduciary Consultant, he provides consulting services for defined contribution retirement plans. His work focuses on collaborating with organizations to…
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Mental Mistakes That Can Cost You Real Money
For decades behavioral finance was largely an academic pursuit, more recently this body of knowledge has been recognized for its impact on investing. Daniel Kahneman and Richard Thaler have been awarded Nobel Prizes for their contribution to this field of research. What follows is behavioral finance in plain English. Knowing these mental blind spots might…
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Change is Hard: The Reluctance to Evolve Retirement Plans
Change can be hard for several reasons, both psychological and practical. We tend to seek stability, familiarity, and predictability, so when something shifts, it can feel unsettling or even threatening. As humans, we face change in all facets of life. As a leader or decision maker we sometimes avoid making changes because of the fear of backlash or…
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Conrad Siegel’s Brianna Mumma and Nathan Bailey Earn CERTIFIED FINANCIAL PLANNER™ Designation
Harrisburg, PA – Conrad Siegel, with offices in Harrisburg, Lancaster, and Naples, is proud to share that Brianna Mumma and Nathan Bailey have officially passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam. The CFP® designation is one of the most respected certifications in the financial planning industry. It represents a high standard of competency, ethics,…
