Did you know that April is Financial Literacy Month? The Conrad Siegel team believes in the value of financial literacy and supports our communities through educational initiatives. In 2022, we launched two programs: partnering with the Actuarial Foundation for free math tutoring through Math Motivators, and establishing the Numbers Matter Community Scholarship Fund for math and financial education in Central PA's underserved areas. #FinancialLiteracyMonth
About us
Conrad Siegel is an employee benefit and investment advisory firm headquartered in Central PA that provides customized retirement, healthcare benefit and investment planning solutions for businesses and individuals. The firm offers unbiased, fee-based services backed by careful attention to detail. Its investment advisors are independent of any external financial institution and do not receive commissions, allowing them to make objective recommendations in their clients’ best interests and beyond the influence of competing financial incentives. Conrad Siegel partners with its clients to serve as a comprehensive source for all employee benefit and investment advisory needs. All investment advisory services and fiduciary services are provided through Conrad Siegel Investment Advisors, Inc. (“CSIA”), a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission which operates in a fiduciary capacity for its clients. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to CSIA or its investment advice, analysis or other advisory services.
- Website
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http://www.conradsiegel.com
External link for Conrad Siegel
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Harrisburg, PA
- Type
- Privately Held
- Founded
- 1963
- Specialties
- Consulting, Recordkeeping, Retirement Plans, Healthcare Consulting, Investment Advice, Fiduciary Services, Communication, Mergers & Acquisitions, investments, retirement, and actuarial consulting
Locations
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Primary
501 Corporate Circle
Harrisburg, PA 17110, US
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201 Granite Run Drive
Lancaster, PA 17601, US
Employees at Conrad Siegel
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Scott Gehman
Retirement Plan Consultant, Business Development Professional, Thought Leader, Speaker, Writer-Blogger, Relationship Manager, Networker-Connector…
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Mark Dixon
CFP®, Client Relationship Specialist at Conrad Siegel
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Brooke Petersen
CFP®, ChFC®, Investment Consultant at Conrad Siegel
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Robert Glus
Partner and Consulting Actuary at Conrad Siegel
Updates
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How is your financial health? 🩺 Research consistently shows us that our finances can impact our well-being, affecting productivity, happiness, and overall wellness. Would you take our two-minute financial wellness survey? Your responses will help us better understand our community's financial health! You can take the survey here: https://lnkd.in/ejeg6sZp
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Introducing Conrad Siegel’s Retirement Coach – Brian Graff! ⚾️ Brian is our Retirement Education Consultant. He brings retirement plan implementations to life by educating our participants on their benefits and how to best use them. Our goal is to encourage more participants to enroll and get help with their retirement savings planning.
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We were honored to receive a “Best Of” award for the financial category of United Way of the Capital Region’s Outstanding Engagement Awards!
Today we awarded several local companies with "Best Of" Awards during our annual Campaign Coordinator Lunch. These awards recognize the outstanding hard work and creativity in the areas of engagement and special events. Congrats to our winners! Outstanding Engagement: Commercial Industry – Building & Technology: Deloitte Community Organizations: Central Pennsylvania Food Bank Financial Services: Conrad Siegel Government/State Organizations: PA Chamber of Business and Industry Professional Services – Insurance: Capital Blue Cross Service Industry: AAA Central Penn Best Special Event: Commercial Industry – Building & Technology: Alexander Building Construction Community Organizations: Central PA Food Bank Financial Services: Merrill Lynch Government/State Organizations: PA Chamber of Business & Industry Professional Services – Insurance: Capital Blue Cross Professional Services – Legal: McNees Wallace & Nurick LLC Service Industry: AAA Central Penn
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Congratulations to Tara Mashack-Behney, President of Investment Advisory Services at Conrad Siegel for being named to the 2024 PLANADVISER 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. You can read more here: https://lnkd.in/eptFfyKz
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A solar eclipse doesn't happen every day, and neither does retirement. 🌙 Both require planning. Just like you don't want to forget your eclipse glasses, you don't want to forget about steadily saving for your future. It's important to start early and invest wisely to hit your retirement goals... so you're not left in the dark.
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We're happy to announce that Conrad Siegel was recently named a Top DC Advisor Team by NAPA! 🎉 The list highlights the nation’s leading retirement plan advisor firms and we were honored to be one of those that were mentioned in that conversation. You can read more here: https://lnkd.in/eQX74Awt
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Last night, our Wealth Management team hosted a watch party for our Legacy Letter Challenge webinar. Together, we explored the importance of legacy planning and the impact it can have on future generations. 💌 Thank you to all of our clients who were able to join us!
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Mutual funds, ETFs, and CITs – these are all similar investment vehicles, but how are they different and what is their role in a retirement plan? What should plan sponsors consider when determining which type makes the most sense for their participants? Tara Mashack-Behney and David Lytle explain in this short video.