Common 401(k) Plan Mistakes – Running the Plan Based on your Employee Handbook
Employee handbooks are great for communicating an employer’s basic policies and procedures. However, a retirement plan sponsor will always want to check the actual plan document to confirm proper plan operations. When it comes to retirement plans or benefits in general, an employee handbook will not get into some of the details, and this can […]Read Story
ACA | Is the IRS going to fix the “family glitch”?
The IRS has made a proposal that may help many families access additional ACA marketplace subsidies, and employers will predominantly be unaffected. If you are intrigued, read on. The IRS issued a proposed rule on April 5, 2022 to close a loophole in the ACA policy affecting subsidies in the ACA marketplace. Currently, a family […]Read Story
Smart Investing: Be Wary of Forecasts
Forecasts are everywhere, all of the time. The problem with forecasts, as you know, is that they are almost always wrong. While forecasting is used in many different areas of life, including politics and sports, the two most common areas you’ll hear about forecasting are weather and financial markets. Meteorologists, something I actually wanted to […]Read Story
Conrad Siegel Named to List of Nation’s Top DC Advisor Teams
Conrad Siegel has been named to the National Association of Plan Advisors’ (NAPA’s) list of the nation’s top defined contribution (DC) Advisor Teams. All of Conrad Siegel’s DC operations are based out of its headquarters in Harrisburg, PA. The firm made the list because of the $6.7 billion in DC plans that it manages (as […]Read Story
IRS Issues New Proposed Rules for ACA Reporting: Some Good News and Some Bad News
In late November, the Department of Treasury released proposed regulations regarding the Section 6055 and 6056 Employer Reporting requirement under the Affordable Care Act (ACA). The regulations added a proposed permanent extension to distributing 1095 forms to individuals, but also upheld a more stringent requirement around the accuracy of ACA form filings to individuals and […]Read Story
Conrad Siegel & The Actuarial Foundation Launch Free Local Math Tutoring Initiative
February 2022 – Conrad Siegel announced this month that it is partnering with The Actuarial Foundation in a joint initiative to bring the national Math Motivators Tutoring Program to Harrisburg- based schools. This new program will focus on providing math education and financial literacy programs to youth in the Central PA region. The two organizations […]Read Story
- 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
- Conrad Siegel Named to 2019 Financial Times 401 Top Retirement Advisers
- 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
- Don’t Fall for These Retirement Planning Myths
- 5 Ways to Reduce Your Tax Burden in 2021
- The Fed and You (Part 2 – Maximum Employment)
- Will your employees have enough to retire?
- The Do’s and Don’ts of your 401(k) fund lineup.