How Successful Plan Sponsors Trim the Excess Stuff
The older I get, the less I like having “stuff.” Okay, so I have this thing with awesome cars, my camping gear habit borders on compulsion, and maybe I still have a Hot Wheels collection from when I was a kid stashed away in the attic. Or maybe it’s in the master bedroom, come to … Continue reading How Successful Plan Sponsors Trim the Excess Stuff
5 Ways to Cut your Healthcare Costs
Healthcare costs are a growing concern across the United States. But are you evaluating all of the ways to pocket just a little extra money and trim down some of your expenses? Below you’ll find 5 strategies you can try to make healthcare costs seem less daunting. Use in-network providers when possible. An in-network provider … Continue reading 5 Ways to Cut your Healthcare Costs
Meet Our Summer Interns!
On May 20, 2019, Conrad Siegel welcomed four summer interns to our team. Hayden, Ashley, Craig, and Madison have shown great initiative and a sincere interest in learning. In addition to all of the work they completed, the interns were able to learn about each of the firm’s lines of business, attend the Health … Continue reading Meet Our Summer Interns!
Recent News
- Conrad Siegel Launches Financial Wellness Program
- Conrad Siegel Named to 2018 Financial Times 401 Top Retirement Advisers
- Conrad Siegel Makes Financial Advisor Magazine’s List of Top RIA Firms Nationwide
- Pennsylvania Employers Look to Health Benefit Plan Design Changes to Reduce Rising Costs
- Conrad Siegel Partner Jon Sapochak Honored On Central Penn Business Journal’s Forty Under 40 List
- Conrad Siegel Introduces Communications Manager to Drive Greater Financial Wellness for Participants
- Conrad Siegel Brings on Two New Investment Consultants
- Conrad Siegel Achieves $5 Billion in Assets Under Management
- Exploring Common Myths Surrounding your Finances and Investments
- Conrad Siegel Receives 2018 PSCA Signature Award for Fiduciary and Plan Decision Guide
Recent Insights
- How Successful Plan Sponsors Trim the Excess Stuff
- 5 Ways to Cut your Healthcare Costs
- Meet Our Summer Interns!
- Plan Sponsors, Here’s What Happens When You Assume
- The Trouble With Tariffs
- How Successful Plan Sponsors Address Basic Responsibilities and Standards
- How Successful Plan Sponsors Identify Plan’s Fiduciaries
- Fee Benchmarking Made Easy
- Investment Options for Your HSA
- High Impact Tips for 401(k) Plan Sponsors – Don’t Think, Just Do!
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Corporations
Competitive companies know their number one asset is employees. We help build leading businesses by seeking to maximize their retirement, investment and healthcare benefits.
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Individuals
Not all firms are fee-for-service and independent by choice. Fewer still take the time to understand your goals and infuse that with a sophisticated investing approach.
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Government & Public Sector
Simplifying complexity is our key priority. We're numbers people who handle the details of timely required filings, pension and defined contribution plans, and healthcare benefits big and small.
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Education
We give schools better education on benefits to create great plans together. Partnering alongside of you, we'll ensure your plan is optimally designed to meet your objectives.
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Not-for-Profits
Doing the most good means stretching your dollars farther. We help non-profits plan, invest and operationalize benefits to multiply the support they provide to their causes.