Conrad Siegel Receives National Recognition for Investment Services in 2020
Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, was recognized by multiple outlets in 2020 for their ongoing and evolving investment services. In Financial Advisor Magazine (FA), Conrad Siegel was once again recognized for their continued success in the publication’s annual ranking of Registered Investment Advisors (RIAs). Of more than 700 firms … Continue reading Conrad Siegel Receives National Recognition for Investment Services in 2020
Conrad Siegel Announces Three Retirements in 2021
Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, has announced that Robert Dolan, ASA, MAAA, Janel Leymeister, ERPA, CEBS, and Holly Ross, FSA, EA, MAAA are retiring from the firm, effective January 1, 2021. “These three individuals have had a profound impact on our firm over the last 40+ years,” says Mark … Continue reading Conrad Siegel Announces Three Retirements in 2021
Financial Resolutions for the New Year, Part 2
Very few things in life are as important as getting your financial house in order. While many New Year’s resolutions dissipate rather quickly, here are a few MORE resolutions to get you one step closer to getting your financial house in order. 1. Be prepared for a financial emergency: Having an emergency fund can save … Continue reading Financial Resolutions for the New Year, Part 2
Recent News
- Conrad Siegel Receives National Recognition for Investment Services in 2020
- Conrad Siegel Announces Three Retirements in 2021
- Conrad Siegel Investment Consultant Catherine Azeles Honored On Central Penn Business Journal’s Forty Under 40 List
- Conrad Siegel Expands Leadership Team, Names Four New Partners
- Conrad Siegel Named to the CNBC FA 100
- Conrad Siegel Receives National Recognition for Investment Service in 2019
- Conrad Siegel Named to 2019 Financial Times 401 Top Retirement Advisers
- Conrad Siegel Launches Financial Wellness Program
- Conrad Siegel Makes Financial Advisor Magazine’s List of Top RIA Firms Nationwide
- Pennsylvania Employers Look to Health Benefit Plan Design Changes to Reduce Rising Costs
Recent Insights
- Financial Resolutions for the New Year, Part 2
- Financial Resolutions for the New Year
- A first half like no other
- 4 Financial Planning Items to Revisit During Tough Times
- FAQ: Retirement Investing Through a Pandemic
- COVID-19 and the Affordable Care Act
- The CARES Act and Health Plan Impacts
- Defined Benefit Plan Changes Due to COVID-19
- Defined Contribution Plan Provisions | The CARES Act
- Update – Market Volatility and the Coronavirus (3.23.2020)
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Corporations
Competitive companies know their number one asset is employees. We help build leading businesses by seeking to maximize their retirement, investment and healthcare benefits.
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Individuals
Not all firms are fee-for-service and independent by choice. Fewer still take the time to understand your goals and infuse that with a sophisticated investing approach.
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Government & Public Sector
Simplifying complexity is our key priority. We're numbers people who handle the details of timely required filings, pension and defined contribution plans, and healthcare benefits big and small.
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Education
We give schools better education on benefits to create great plans together. Partnering alongside of you, we'll ensure your plan is optimally designed to meet your objectives.
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Not-for-Profits
Doing the most good means stretching your dollars farther. We help non-profits plan, invest and operationalize benefits to multiply the support they provide to their causes.