Conrad Siegel’s Your Retirement Bridge Program Wins National Pensions & Investments Award

Posted On On: March 23, 2018 Categories Filed Under: Member News

Conrad Siegel’s Your Retirement Bridge Program Wins National Pensions & Investments Award

Firm Recognized for Ongoing Investment Education Efforts at Annual Defined Contribution Conference

Harrisburg, PA – March 20, 2018 – Conrad Siegel, delivering comprehensive employee benefit and investment advisory services, was recently recognized for its Your Retirement Bridge program at the annual Pensions & Investments Eddy Awards, taking home the top award in the Ongoing Investment Education category.

Pensions & Investments, an international money management and business magazine, hosts its annual East Coast Defined Contribution Conference to discuss and celebrate innovation across the industry. A highlight of the conference, the Eddy Awards recognize plan sponsors and service providers who are leading the way in providing investment education to defined contribution plan participants.

Conrad Siegel was one of this year’s winners, recognized for its retirement planning resource Your Retirement Bridge. Your Retirement Bridge is an online tracking tool that provides plan participants with an easy, accessible way to view the status of their retirement savings and identify clear next steps to reach their retirement goals.

To access Your Retirement Bridge, individuals log into their online retirement accounts and are directed to a landing page where an image of a bridge occupies a majority of the screen. On one side of the bridge, there are corporate office buildings and on the other side, there are beach chairs, representing the promise of retirement. The goal is to build the bridge to completion.

In addition to the current retirement plan balance, three factors influence the completion of the bridge – current contribution rate, expected retirement age and outside investments. Once logged into Your Retirement Bridge, individuals can adjust these factors to track their progress and explore different paths to retirement.

Your Retirement Bridge is a concept we developed in response to a direct gap we saw in retirement readiness and we’re thrilled that it’s proved to be a useful tool for so many people,” said Tara Mashack-Behney, president of Conrad Siegel’s investment advisory division. “Too often, retirement tracking tools reflect the complex nature of retirement plans.”

The Eddy Awards feature seven different categories, including Ongoing Investment Education, Retirement Health-Care Savings, Plan Transitions and Conversions and 403(b) Consolidations. Plan sponsors and service providers are evaluated based on program goals, utility, accessibility and success.

To learn more about Conrad Siegel’s Your Retirement Bridge and how you can track retirement readiness, please visit https://conradsiegel.com/bridge/.

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, allowing 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 are provided through Conrad Siegel Investment Advisors, Inc., a fee-for-service investment adviser registered with the U.S. Securities and Exchange Commission serving as a fiduciary for its clients. Investing in securities involves the potential for gains and the risk of loss. Past performance may not be indicative of future results. Any testimonials do not refer, directly or indirectly, to Conrad Siegel Investment Advisors, Inc., or its investment advice, analysis or other advisory services.

Media Contact:

Lorianne Walker

Abel Communications for Conrad Siegel

Phone: (443) 961-2643

lwalker@abelcommunications.com

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