Conrad Siegel Actuaries Named a Top National Defined Contribution Plan Advisor, Conrad Siegel Investment Advisors Recognized as Top Pennsylvania Investment Advisory Firm

Posted On On: October 13, 2017 Categories Filed Under: Member News

Harrisburg, PA – October 11, 2017 – Conrad Siegel Actuaries, delivering comprehensive employee benefits services, has been named to the National Association of Plan Advisors’ (NAPA) Top DC Advisors List.

NAPA’s inaugural DC Advisors List ranks individual advisor firms and teams by defined contribution assets under advisement. Conrad Siegel Actuaries currently supports over $2.41 billion in defined contribution plan assets and serves more than 50,000 plan participants nationwide.

“We are honored to be recognized by NAPA, the leading voice for retirement plan advisors, on its defined contribution advisors list,” said John Jeffrey, partner and consulting actuary with Conrad Siegel Actuaries. “Being recognized as a leader in the Pennsylvania business community, the mid-Atlantic and at the national level is a testament to our entire team’s commitment to delivering high-impact financial counsel and exceptional client service.”

At the local level, Conrad Siegel Investment Advisors, Inc., a wholly-owned subsidiary of Conrad Siegel Actuaries, has been named to the Central Penn Business Journal’s list of investment advisory firms, ranking in the top five for the sixth year in a row.

The Central Penn Business Journal ranks registered investment advisors in Adams, Cumberland, Dauphin, Franklin, Lancaster, Lebanon, Perry and York counties annually by total assets under management. Since Conrad Siegel Investment Advisors’ inception 15 years ago, it has seen remarkable success and recently launched its first satellite office in Lancaster, Pa. to keep pace with growth.

“Our team values transparency as the number one driver of client relationships,” said Tara Mashack-Behney, president and partner with Conrad Siegel Investment Advisors. “We are proud to serve as trusted fiduciaries and partners to our clients, providing results-oriented advice that serves our clients’ best interests and helps them achieve their financial goals.”

To learn more about Conrad Siegel Actuaries and Conrad Siegel Investment Advisors, visit www.conradsiegel.com.

About Conrad Siegel Actuaries

Conrad Siegel Actuaries is one of the largest and most respected employee benefits firms in the mid-Atlantic region. Recognized as both an industry leader and a trusted advisor, the firm stands apart by offering unbiased, fee-based services backed by careful attention to detail. Conrad Siegel partners with its clients to offer a comprehensive source for all employee benefit needs. For more information, please visit www.conradsiegel.com.

About Conrad Siegel Investment Advisors, Inc.

Conrad Siegel Investment Advisors, Inc. is a wholly owned subsidiary of Conrad Siegel Actuaries, one of the largest and most respected employee benefit firms in the mid-Atlantic region and the recipient of the 2015 Best-in-Retirement-Business IMPACT Award by Charles Schwab & Co., Inc. Conrad Siegel Investment Advisors, Inc. provides independent investment advisory services to retirement plans and high net worth individuals.  They are independent of any financial institution and do not receive commissions, therefore, allowing them to make recommendations in their clients’ best interests.  For more information, please visit www.conradsiegelinvestmentadvisors.com.

Conrad Siegel Investment Advisors, Inc. (“CSIA”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). No award, ranking or designation referenced herein is to be interpreted as an endorsement, testimonial, recommendation or referral with respect to any Conrad Siegel entity or its investment advisory services. The lists compiled by the Central Penn Business Journal is based on self-reported data and no fee was paid for CSIA’s inclusion or consideration. For additional information about CSIA, including its Form ADV disclosure documents, please consult the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

 

 

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