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.

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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 […]

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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.

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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 […]

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Final 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 […]

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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 […]

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