Harrisburg, PA – October 10, 2018 – Tara Mashack-Behney, Partner and President of Investment Advisory Services at Conrad Siegel, which delivers comprehensive employee benefits and investment advisory services, has been named to the 2018 Financial Times 401 Top Retirement Advisers list.
The national list recognizes financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k) and 403(b) plans.
“As president of our investment advisory services, Tara has led the firm to manage more than five billion in assets and develop services that meet plan sponsors’ most pressing retirement plan needs,” said Partner and President of Conrad Siegel, Mark Bonsall. “Her and her team understand the challenges facing plan sponsors today, including meeting fiduciary responsibilities and educating plan participants. She is committed to solving these challenges for companies and we look forward to the team’s continued success under her direction.”
The Financial Times 401 reviews financial advisers from across the United States. Applicants are considered based on assets under management, plan growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record.
This is the fourth annual list, produced independently by Financial Times with Ignites Research, a subsidiary that provides business intelligence on the asset management industry.
Conrad Siegel was also recognized locally as a top five Registered Investment Adviser by the Central Penn Business Journal, a position that it has earned for seven years in a row. The Central Penn Business Journal ranks registered investment advisers in Adams, Cumberland, Dauphin, Franklin, Lancaster, Lebanon, Perry and York counties annually by total assets under management.
For more information on Conrad Siegel and its investment advisory services, please visit https://conradsiegel.com/investment/.
About Conrad Siegel
Conrad Siegel is an employee benefit and investment advisory firm headquartered in Harrisburg, Pa. that provides customized retirement, healthcare benefit and investment planning solutions for businesses and individuals. The firm offers independent, fee-based services backed by careful attention to detail. Its investment advisers are independent of any financial institution and do not receive commissions, positioning them to make recommendations in their clients’ best interests. Conrad Siegel partners with its clients to serve as a comprehensive source for all employee benefit and investment advisory needs. For more information, please visit https://www.conradsiegel.com/.
Investment Advisory Disclosure
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. Registration of an investment adviser does not imply any level of skill or training. Investing in securities involves the potential for gains and the risk of loss and past performance may not be indicative of future results. CSIA and its representatives are in compliance with the current notice filing registration requirements imposed upon investment advisers by those states in which CSIA maintains clients. CSIA may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by CSIA with a prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state that the client resides.
The Financial Times 401 Top Retirement Advisors Disclosure
The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.