Use the contact form below to get in touch with Conrad Siegel Actuaries and request additional information or schedule a meeting.

         

Conrad Siegel Actuaries
501 Corporate Circle
Harrisburg, PA 17110-0900

P: 717-652-5633
F: 717-540-9106
E: info@conradsiegel.com

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Retirement & Investment Services

401(k) and Other Defined Contribution Plans

Conrad Siegel Actuaries offers a full range of defined contribution retirement plan services, with fiduciary support and other services to benefit employees while reducing your workload.

Together with our SEC-registered investment advisory firm, Conrad Siegel Investment Advisors, Inc., we can bundle our defined contribution and investment advisory services, helping you meet fiduciary responsibilities and better prepare employees for retirement.

Plans We Service

  • 401(k) plans
  • 403(b) plans
  • 457 plans
  • Profit-sharing plans
  • Employee stock ownership plans (ESOPs)
  • Cross-tested/new comparability plans
  • Plans with complex or special provisions
  • Money purchase pension plans
  • Self-directed brokerage accounts
  • Transitions from defined benefit pension to defined contribution

Recordkeeping & Administration

From employee communications and internet technology to one-on-one help, we offer all the administrative and recordkeeping support you need to manage your defined contribution retirement plan. Services include:

  • Daily valuation recordkeeping
  • Toll-free phone and internet access for plan participants
  • Quarterly valuation reports
  • Quarterly account statements for employees
  • Employee education and communication programs
  • Payroll information processing
  • Withdrawal processing
  • Preparation of required government reports
  • Nondiscrimination testing
  • Check issuing services
  • Self-directed brokerage accounts
  • Janel M. Leymeister, CEBS

    Janel M. Leymeister, CEBS

    Bio

  • J. Scott Gehman, CEBS

    J. Scott Gehman, CEBS

    Bio

  • Robert J. Dolan, ASA

    Robert J. Dolan, ASA

    Bio

  • Glenn A. Hafer, FSA

    Glenn A. Hafer, FSA

    Bio

  • John D. Vargo, FSA

    John D. Vargo, FSA

    Bio

  • Holly A. Ross, FSA

    Holly A. Ross, FSA

    Bio

  • Robert J. Mrazik, FSA

    Robert J. Mrazik, FSA

    Bio

  • Jonathan D. Cramer, FSA

    Jonathan D. Cramer, FSA

    Bio

  • Jeffrey S. Myers, FSA

    Jeffrey S. Myers, FSA

    Bio

  • Thomas W. Reese, ASA

    Thomas W. Reese, ASA

    Bio

  • Frank S. Rhodes, FSA, ACAS

    Frank S. Rhodes, FSA, ACAS

    Bio

  • John W. Jeffrey, FSA

    John W. Jeffrey, FSA

    Bio

  • Thomas L. Zimmerman, FSA

    Thomas L. Zimmerman, FSA

    Bio

See All Consultants
Read what clients have said about Conrad Siegel Actuaries and its defined contribution plan team.

"Your people present the information in a way that is easily understood and 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. … 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
Perform Group

"For many years, your firm has provided consulting and administrative services for our profit sharing plan. Jeff Myers, our consulting actuary, is the most responsive consultant that I deal with. He generally provides me with a same-day response that is accurate. This makes me feel like a valued client, and also allows us to make prompt business decisions."

William J. Strouse, III
Moffitt Heart & Vascular Group