News & Insights

Common 401(k) Plan Mistakes – Running the Plan Based on your Employee Handbook

Employee handbooks are great for communicating an employer’s basic policies and procedures. However, a retirement plan sponsor will always want to check the actual plan document to confirm proper plan operations. When it comes to retirement plans or benefits in general, an employee handbook will not get into some of the details, and this can […]

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ACA | Is the IRS going to fix the “family glitch”?

The IRS has made a proposal that may help many families access additional ACA marketplace subsidies, and employers will predominantly be unaffected. If you are intrigued, read on. The IRS issued a proposed rule on April 5, 2022 to close a loophole in the ACA policy affecting subsidies in the ACA marketplace. Currently, a family […]

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Smart Investing: Be Wary of Forecasts

Forecasts are everywhere, all of the time. The problem with forecasts, as you know, is that they are almost always wrong. While forecasting is used in many different areas of life, including politics and sports, the two most common areas you’ll hear about forecasting are weather and financial markets. Meteorologists, something I actually wanted to […]

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Conrad Siegel Named to List of Nation’s Top DC Advisor Teams

Conrad Siegel has been named to the National Association of Plan Advisors’ (NAPA’s) list of the nation’s top defined contribution (DC) Advisor Teams. All of Conrad Siegel’s DC operations are based out of its headquarters in Harrisburg, PA. The firm made the list because of the $6.7 billion in DC plans that it manages (as […]

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IRS Issues New Proposed Rules for ACA Reporting: Some Good News and Some Bad News

In late November, the Department of Treasury released proposed regulations regarding the Section 6055 and 6056 Employer Reporting requirement under the Affordable Care Act (ACA). The regulations added a proposed permanent extension to distributing 1095 forms to individuals, but also upheld a more stringent requirement around the accuracy of ACA form filings to individuals and […]

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Conrad Siegel & The Actuarial Foundation Launch Free Local Math Tutoring Initiative

February 2022 – Conrad Siegel announced this month that it is partnering with The Actuarial Foundation in a joint initiative to bring the national Math Motivators Tutoring Program to Harrisburg- based schools. This new program will focus on providing math education and financial literacy programs to youth in the Central PA region. The two organizations […]

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