Retirement Plans Built for the Future

A seamless retirement journey for you and your people

Take the hassle out of managing your plan and give your employees an experience that drives them towards a successful retirement.

Work with us

Log into account

Services include:

Plan design consulting
Recordkeeping
Compliance Services
Investment Consulting and Fiduciary Risk Management
Easy payroll process—360° payroll integration
Administrative processing—loans, withdrawals, distributions
Fulfillment Services—for all required Plan Notices
Government filings / 5500
Website access
Financial wellness & employee education

Defined contribution plans we work with:

401(k)
Profit sharing plans
403(b)
457(b)
Employee Stock Ownership Plans (ESOPs)
Nonqualified deferred compensation plans
Money purchase pension plans

60,000+ participants

in our retirement plans

Top DC Advisor Team

2025 National Association of Plan Advisors

93 – Net Promoter Score

**NPS data comes from 2023 client surveys based on Conrad Siegel’s recordkeeping services. Any reference to NPS does not reflect the firm’s investment advisory services.
Respondents are categorized as Promoters, Passives, or Detractors. The NPS is the percentage of Promoters minus the percentage of Detractors.
Net Promoter, Net Promoter Score, and NPS are trademarks of Satmetrix Systems, Inc

“I really love working with our team at Conrad Siegel. They’re not just knowledgeable, they’re down-to-earth, responsive, and genuinely care about helping us succeed. One of the things I appreciate most is the consistency of their team. I’ve been in my role for almost 14 years and have had the same retirement manager the entire time. That kind of stability builds trust and makes the partnership even stronger.”

– Director of HR, Regional Bank

Client Case Study

A 401(k) conversion in a flash

Our client in the life sciences industry needed to convert their 401(k) plan for approximately 1,500 employees in less than two weeks. Transitions of this size and complexity can typically take up to three months. Conrad Siegel partnered with this organization to achieve their goals while fostering a seamless transition for employees.

Read the full case study

Engaging Employees: Maximizing Retirement Benefits

Website and mobile app

You can access our client website anytime to gain full access to your account. Our retirement bridge is designed to educate participants on how prepared they are for retirement.

Financial Wellness

We offer financial wellness tools that help your employees set up a budget, and get out of debt. Together, we’ll address the most common financial challenges that employees face.

Employee Education

We put ourselves in your shoes to understand the best ways to engage employees in their plan. We’ll provide employee meetings in a group setting or one-on-one.

Client Case Study

Increasing retirement savings rates through a multi-tiered education campaign

The retirement education team at Conrad Siegel worked with a Pennsylvania-based senior living facility that provides residential and care services to more than 6,000 seniors across the mid-Atlantic region. We developed a detailed communications plan to inform employees throughout all facilities about their new employer match feature. The communications plan encompassed a combination of postcards, emails, table tents, and a virtual training session with HR representatives, in addition to on-site and virtual employee education meetings.

See how we helped