Conrad Siegel’s Sean Duffy Named a 2025 Top Retirement Plan Adviser

Sean Duffy, QPFC, AIF®, Investment & Fiduciary Consultant at Conrad Siegel has been named to PLANADVISER’s 2025 Top Retirement Plan Advisers list.

This prestigious designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. There were 295 total applications.

“Sean is incredibly deserving of this recognition,” said Tara Mashack-Behney, President of Investment Advisory Services at Conrad Siegel. “He truly does great work for our clients. He cares about helping organizations manage fiduciary risk while also designing retirement programs that empower employees to retire confidently.”

Duffy works with defined contribution plans, specializing in the oversight of investment lineups, retirement plan fees, and fiduciary risk management. He also leads the team’s extensive fiduciary training program.

Along with Duffy, Conrad Siegel’s investment team continues to earn national recognition. The firm was recently recognized by the National Association of Plan Advisors (NAPA) as one of the Top DC Advisor Teams in the country while also earning recognition as a Top RIA from CNBC and Forbes.

The full PLANADVISER list and criteria can be found here.

Recognition from rating services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. This award was received on 3/21/2025 by PLANADVISER.