News, Insights, & Education

Retirement Plan Investment Menu | Taking a look into the Industry Average

We are often asked how a plan’s investment menu compares to the industry average. In this article, we have highlighted a few aspects of the menu that we believe are not only interesting but important considerations for a fiduciary. 

A Refresher on Retirement Planning

As the end of summer approaches and children head back to school, many adults could take a moment for a refresher course in planning for retirement. Making the commitment to save for retirement in your employer-sponsored retirement plan is a wise move that puts you on the path toward reaching your retirement savings goals.

Education & Financial Wellness – Roles in a retirement plan

There are many factors that come into play for plan sponsors when designing and maintaining a successful retirement plan for your employees. Things like oversight, plan design, provider coordination, payroll processing, and continuous decision making – the list goes on and on.

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.

401(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.

SECURE 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 […]

Conrad Siegel Named by Forbes as One of “America’s Top RIA Firms” in 2023 

Conrad Siegel, based in Harrisburg, PA with offices in Lancaster, PA and Naples, FL has been named to the second annual “Top RIA Firms in America” list by Forbes. 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.  […]

Conrad Siegel Makes List of Top RIA Firms in 2023

Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Conrad Siegel has been named to Financial Advisor Magazine’s list of Top Registered Investment Advisor (RIA) Firms. The annual list ranks firms nationwide by total assets under management (AUM) based on the previous year-end. Of more than 500 firms that participated […]

CNBC Ranks Conrad Siegel Top-Rated Financial Advisor In 2023

National list recognizes advisory firms that best help clients navigate their financial lives. Harrisburg, PA – September 13, 2023 – Conrad Siegel, delivering comprehensive investment and wealth management consulting services, has been named to the CNBC FA 100, which ranks the top 100 financial advisory firms across the country. After coming in at #70 in […]

Catherine Azeles Named Partner at Conrad Siegel

Harrisburg, PA – July 10, 2023 – Conrad Siegel, delivering comprehensive employee benefits and investment advisory services, recently announced that Catherine Azeles, CFP®, RICP®, CDFA® has been appointed a partner at the firm. Azeles, an investment consultant, works within the firm’s Wealth Management division – the organization’s fastest growing line of business. She has worked […]

Conrad 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 […]

Forbes 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 […]

Conversation Clips | Are there still decisions to make if you are an all index investor?

Conversation Clips | Is the 60/40 portfolio still king?

Conversation Clips – March 2023 | What happened with Silicon Valley Bank?