News & Insights

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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Conrad Siegel Named to 2022 CNBC FA 100

National list recognizes advisory firms that best help clients navigate their financial lives. Harrisburg, PA – October 5, 2022 – 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. The CNBC FA 100 recognizes firms […]

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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 […]

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Fed 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 […]

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