News & Insights
Can local small businesses offer a retirement plan? New tax credits could make a big difference
Retirement plans can provide employers with an essential tool for recruiting and retaining their workforce. Yet, many small employers struggle with the costs of establishing and the complexities of maintaining a retirement plan. With the passage of the Secure 2.0 Act of 2022, small employers have increased tax credits available to cover the startup costs of a workplace retirement plan and to make employer contributions to that plan.
Read StoryConrad Siegel Among Nation’s Top DC Advisor Teams in 2022
Conrad Siegel was named to the National Association of Plan Advisors’ (NAPA’s) list of the nation’s top defined contribution (DC) Advisor Teams on March 17th, 2023. Conrad Siegel’s DC operations are based out of its headquarters in Harrisburg, PA. The firm made the list because of the $6+ billion in assets that it manages (as […]
Read Story401(k) Plan Costs Continue to Decline
Great news for plan participants and plan sponsors! According to the latest annual edition of the “401k Averages Book”, total costs for 401(k) plans declined an average of 3 basis points in 2022.
Read StorySECURE 2.0 Brings Significant Changes to Retirement Plan Administration
On December 29, 2022, the SECURE 2.0 Act of 2022 (SECURE 2.0) officially became law as part of a larger omnibus spending bill. SECURE 2.0 builds on earlier reforms to the retirement plan system made in 2019 by the Setting Each Community Up for Retirement Enhancement Act (SECURE Act). Like its predecessor, SECURE 2.0 is […]
Read StoryFinal ESG Regulation Published in the Federal Register
The highly anticipated final ruling from the DOL regarding its consideration of environmental, social and governance (ESG) factors within sponsored retirement plans has finally been unveiled and formally published in the Federal Register. In short, the final ruling gives plan fiduciaries the option to consider climate change and other environmental, social and governance factors when they […]
Read StoryForbes Names Conrad Siegel One of America’s Top RIA Firms
Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to Forbes inaugural list of Top RIA Firms in America. The list was developed by Forbes and SHOOK Research using an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person interviews, and quantitative data. The list […]
Read StoryRecent News
- Conrad Siegel Among Nation’s Top DC Advisor Teams in 2022
- Forbes Names Conrad Siegel One of America’s Top RIA Firms
- Conrad Siegel Named to 2022 CNBC FA 100
- Conrad Siegel Makes List of Top RIA Firms Nationwide
- Conrad Siegel Named to List of Nation’s Top DC Advisor Teams in 2021
- Conrad Siegel & The Actuarial Foundation Launch Free Local Math Tutoring Initiative
- Central PA 401(k), by Conrad Siegel Launches for Small Businesses
- Conrad Siegel Partner & Consulting Actuary Trevor Bare Honored On Central Penn Business Journal’s Forty Under 40 List
- Joshua Mayhue Appointed Partner at Conrad Siegel
- Conrad Siegel Investment Consultant Catherine Azeles Honored On Central Penn Business Journal’s Forty Under 40 List
Recent Insights
- Can local small businesses offer a retirement plan? New tax credits could make a big difference
- 401(k) Plan Costs Continue to Decline
- SECURE 2.0 Brings Significant Changes to Retirement Plan Administration
- Final ESG Regulation Published in the Federal Register
- Retirement Plan Fiduciary Mistake – Focusing Solely on Past Investment Performance
- Fed Rate Hikes
- Common 401(k) Plan Mistakes – Your Plan isn’t Competitive
- Summer Market Update
- The Dreaded “R” Word
- Common 401(k) Plan Mistakes – Running the Plan Based on your Employee Handbook