Harrisburg, PA – August 6, 2018 – Jon Sapochak, Partner and Consulting Actuary with Conrad Siegel, which delivers comprehensive employee benefits and investment advisory services, has been named to the Central Penn Business Journal’s 2018 Forty Under 40 List. The Central Penn Business Journal annually highlights the top forty local business leaders under 40 for their commitment to professional excellence, business growth and community service.
At Conrad Siegel, Sapochak specializes in group health and welfare benefit plan consulting for school district trusts, private sector employers, tax-exempt organizations, large associations and Taft-Hartley health and welfare trusts. He is a member of the health and welfare line of business committee and plays an active role in business development. Due to his strategic business vision and dedicated work ethic, Sapochak was made a Partner last year.
“Jon is an incredible asset and leader to our health and welfare team and is one of the most attuned experts in ACA compliance and consulting locally. By communicating complex information in simple, easy to understand terms, he enables our clients to make accurate, well-informed decisions about their healthcare plans”, said Rob Glus, Partner & Consulting Actuary at Conrad Siegel. “Through his highly sought-after expertise, Jon has played a significant role in the firm’s growth and success over the last several years.”
Outside of his work at Conrad Siegel, Sapochak contributes to the actuarial profession by supporting the future of the profession and helping maintain a high quality of plans for employers and employees. He develops standards of practice and evaluation for the industry’s national Society of Actuaries certification and volunteers over 100 hours of his time each year to facilitate the examination and certification process.
The Central Penn Business Journal will recognize Sapochak and other award recipients on Oct. 9 at the Hilton Harrisburg. For more information on the Forty Under 40 list, visit http://www.cpbj.com/section/40-Under-40-Awards.
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 advisors 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. 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 advisors 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.
