Retirement
Let’s build towards a strong retirement
Let’s design a custom retirement plan that fits your needs. We help you build a strong package, whether it’s for your own retirement needs or for your organization’s employees. We work closely with you to build a secure retirement plan by putting your best interest first.
Defined Benefit Plans
We help simplify the increasing complexity of pensions. 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.
401(k) + Defined Contribution Plans
Defined contribution plans are often the cornerstone of a benefits package. We’ll help you save time by improving operational efficiencies, reducing fiduciary challenges, and assist your employees progress towards a more secure retirement.
Retirement Plan: Investment Consulting
We partner with you to develop a solid retirement plan aimed at giving your employees a leg-up on their retirement journey and driving your prudent process to help minimize fiduciary risk.
Wealth Management
Our team of advisors are independent and full-time fiduciaries. We’ve carefully crafted our services for you, your goals, and your situation. We provide a robust lineup of investment management and financial planning services designed with you in mind.
Employee Stock Ownership Plans (ESOPs)
Sponsoring an ESOP doesn’t have to be complicated and we can help structure a plan to manage and communicate your ESOP value to employees. We’re a full-service partner providing administrative and investments services to all ESOP plans.
Expert Testimony
Conrad Siegel has the expertise to help attorneys with complex pension and retirement benefit issues in divorce cases. We have prepared thousands of pension valuations covering a wide range of plans, holding true to our pillar of simplifying the complex.
Already a participant in a Conrad Siegel managed plan?
If your employer works with Conrad Siegel to deliver your benefits plan, you can sign in to your myconradsiegel.com account to view and manage your plan.