News & Insights
Retirement Plan Fiduciary Mistake – Focusing Solely on Past Investment Performance
Fiduciaries are not responsible for delivering the absolute best investment performance. They are responsible for following a prudent decision-making process that is reasonable and well-documented, and for making decisions with the best interest of participants in mind. Focusing primarily or solely on past investment returns could result in the following fiduciary mistakes: Ignoring the fact […]
Read StoryFed Rate Hikes
Everyone has felt the impact of high inflation in 2022. Whether it was on a major purchase, filling up at the gas station, or picking up some necessities at the grocery store, the rise in prices has certainly been noticeable. This jump in inflation to levels not seen since the early 1980s has also resulted […]
Read StoryConrad Siegel Makes List of Top RIA Firms Nationwide
Investment Advisory Firm Ranks in Top 100 on National List for Assets Under Management Harrisburg, PA – August 2022 – 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 […]
Read StoryCommon 401(k) Plan Mistakes – Your Plan isn’t Competitive
In today’s labor markets, much is said about offering competitive benefits. As employers compete for talent, retirement benefits have come more to the forefront as a way employers can offer an enhanced compensation package to potential employees or to retain existing ones. However, some retirement plans have been left to languish in recent years. Maybe […]
Read StorySummer Market Update
Summer is finally here, but there is no vacation on Wall Street, as equity indices have continued their decline from the first quarter. The second quarter was much worse than the first, as investors have changed their focus from the path of Fed interest rate hikes to whether these hikes will spark a recession. From […]
Read StoryThe Dreaded “R” Word
If you are following the markets in 2022, it is hard to avoid all the recession talk. In addition to general investor anxiety this year, there have been several events that also warrant a closer look at the recession topic. A few are: US Real Domestic Product decreased at an annualized rate of -1.5% in […]
Read StoryRecent News
- Conrad Siegel Makes List of Top RIA Firms Nationwide
- Conrad Siegel Named to List of Nation’s Top DC Advisor Teams
- 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
- 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
Recent Insights
- 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
- ACA | Is the IRS going to fix the “family glitch”?
- Smart Investing: Be Wary of Forecasts
- IRS Issues New Proposed Rules for ACA Reporting: Some Good News and Some Bad News
- The Automatic Retirement Plan