Conrad Siegel Investment Advisors to Participate in NYSE Bell Ceremony on Behalf of Charles Schwab Investment Management

Posted On On: September 13, 2016 Categories Filed Under: Member News

Conrad Siegel Investment Advisors, Inc., a wholly-owned subsidiary of Conrad Siegel Actuaries, is proud to announce that Tara Mashack-Behney was selected for the honor of joining Charles Schwab Investment Management (“CSIM”) on the New York Stock Exchange (NYSE) podium for the closing bell ceremony on Sept. 13.

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CSIM, one of the nation’s largest asset managers, invited select clients, including Mashack-Behney, Partner and President of Conrad Siegel Investment Advisors, to join CSIM executives Brett Wander, Linda Klingman, Matthew Hastings and Ken Salinger for the ceremony. The ringing of the opening and closing bells are a well-known icon of the NYSE that signals the beginning and end of each day’s trading session.

“It’s an honor and a privilege to join CSIM for the closing bell ceremony,” said Mashack-Behney. “Serving plan sponsors and participants, Conrad Siegel Investment Advisors provides unique value through strategic, customized plans and I’m proud to represent our firm on the podium with CSIM.”

Following the bell ceremony, Conrad Siegel Investment Advisors will participate in a tour of the exchange and a reception hosted by CSIM.

Mashack-Behney specializes in investment solutions for all types of retirement plans including defined benefit pension plans, defined contribution retirement plans, and 403(b) plans. She has been the recipient of numerous awards including Employee Benefit Adviser’s “The Most Influential Women in Benefit Advising” award, and the Central Penn Business Journal’s “Women of Influence” award.

This past year, Conrad Siegel Actuaries was recognized by Charles Schwab & Co., Inc. as the recipient of the 2015 Best-in-Retirement Business IMPACT Award™. The award recognizes an independent retirement plan provider that understands the unique needs of plan sponsors and participants and that has developed an innovative approach to client service. Conrad Siegel Actuaries was honored in Boston, Mass, on November 12, 2015 during the annual Schwab IMPACT conference.

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 Actuaries and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Conrad Siegel Actuaries. The Best-in-Retirement Business IMPACT Award™, part of Schwab’s IMPACT Awards® program, is not an endorsement, testimonial endorsement, recommendation or referral to Conrad Siegel Actuaries with respect to its investment advisory and other services.

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