Doing the most good means stretching your dollars farther. We help non-profits plan, invest and operationalize benefits to multiply the support that they provide to their causes. When partnering with not-for-profits, we take our typical consulting packages and tailor those to your unique needs. Partner with us and lets make a difference together!

Investment Advisory

We work with plans from $1 million to over $1 billion in assets to help plan sponsors offer a sophisticated, uncomplicated approach designed to be simple for participants to understand while minimizing the risks associated with offering competitive retirement plan benefits.

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Healthcare Consulting

The changing landscape of healthcare benefits has challenged employers to build compelling benefits to attract and retain employees. As your partner, we help you build competitive custom health plans that fit your organization. We service large & small group plans, and insured & self-funded plans. As an independent consulting firm, we believe competitive health benefits shouldn’t have to compromise on flexibility or cost.

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403(b), 401(k), & DC Plans

Our plan design philosophy is based around the employee. Our approach includes creating an environment around your plans that helps employees make better decisions to increase their retirement income. We can help you save time by improving operational efficiencies, reduce fiduciary challenges, and help your employees progress towards a more secure retirement.

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Defined Benefit Plans

We are experts in simplifying the increasing complexity of benefits. We’ll help navigate funding, accounting analysis, and compliance reviews and show you different ways to approach your benefits plan to maximize its value to participants. Importantly, we will help you understand the inner workings of your plan in simple terms and be there to provide guidance you need to implement and manage a customized plan designed specifically around your organization.

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Executive Retirement Plans

Executive Compensation Plans play an important role in recruiting, retaining, and rewarding the leaders of your organization.  Conrad Siegel specializes in administering many varieties of Executive Retirement Plans and is ready to provide a custom solution for your specific needs.

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Foundations & Endowments

You are charged with the responsible and prudent management of your organization’s assets, to meet critical obligations and guide the principal confidently into the future. We are here to help you and to partner with you along the way.

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