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Perform Group, LLC

 
 
York, PA
www.tighe.com
 
When you’re in the spotlight, you need a company that can perform.
 
Conrad Siegel Actuaries provides recordkeeping services for the Perform Group 401(k) plan and actuarial consulting services for our health and welfare plans. “We use Conrad Siegel Actuaries for the expertise they bring to each engagement, particularly in the area of compliance,” said Jane A. Deamer with Perform Group, LLC, “ and because their staff is very thorough and professional in all their work.”

Recently, the IRS audited our 401(k) plan. “Not because of anything we had done,” said Deamer, “rather, because our company ‘fit the mold’ given our size and our industry.” The IRS poured over a significant amount of paperwork, including Plan documents, amendments, legal documents, Summary Plan Descriptions, statements, etc. “I am pleased to say that we passed with flying colors,” remarked Deamer, “all because of your firm’s expertise and thoroughness.

Something you do well and we find extremely valuable is how you keep us apprised of upcoming issues that may impact our plans. Your people present the information in a way that is easily understood and your people take the time to discuss options with us to deal with these issues in a timely and controlled manner. When we ask a question, we don’t feel intimidated by doing so. Your employees are courteous, down-to-earth, real people, who make us feel the same. They show that they really care about us.

We rely on Conrad Siegel Actuaries to be our experts for all our employee benefit needs. The trust and relationship we have with your staff and the expertise they bring to the table has proven invaluable to us.”
 
Jane A. Deamer
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