Read what clients have said about Conrad Siegel Actuaries' Services.
"We value Conrad Siegel Actuaries' attention to detail in helping us fulfill our fiduciary responsibilities. But perhaps more important is the connection or bridge that Conrad Siegel provides to our employees with respect to data and understanding the program’s value. Facilitating the process of 401(K) operations and making it straight forward for our team is critical. It is also valuable to us to have one partner that understands and can advise on both our 401(k) and ESOP."
"We are more confident in meeting our fiduciary responsibilities related to both our ESOP and 401(k) plan, because Conrad Siegel Actuaries is our trusted advisor and an integral part of our team. They work with us continually throughout the year providing guidance and help in maintaining our retirement plans, especially with the nuances of being a 100% ESOP owned company."
Dan Gallagher, Treasurer
Lane Enterprises, Inc.
"We are more efficient by having one provider for both our 401(k) plan and ESOP. Conrad Siegel Actuaries is able to transition seamlessly between discussions on one plan to the other, saving us time. They hear us and understand our desire to provide meaningful retirement outcomes for our employees. Conrad Siegel Actuaries provides us with complete administration and consulting advice across both plans and have partnered with us to achieve our goals."
Bob Whalen, CEO
"We selected Conrad Siegel to administer our 401(k) plan following a change in ownership in April 2011. The staff at Conrad Siegel worked very hard to meet all of our needs in a very short turn-around time, resulting in a smooth and seamless transition with the startup of this new plan and rollout to our 1500+ employees. As a result of the high-level of service and the expertise of their staff the decision was made to integrate all Eurofins US 401(k) plans under one plan with Conrad Siegel. They have delivered on all of our requests, providing us ease of use through automation and integration with our HRIS, resulting in the elimination of much of the manual work previously done by our HR team. We value their expertise, reliability and prompt, personal service. We know we can always rely on the staff at Conrad Siegel to give us their best."
"The consultants at Conrad Siegel Actuaries understand our desire to help our associates have a successful retirement. They have instituted and maintain a multi-faceted program, which includes targeted mailings, in-person meetings, content for our internal newsletter, and easy to use Investment Portfolios that are automatically rebalanced. They regularly consult with us regarding plan design such as showing us benchmarking data so that we are confident we are providing a retirement program that allows us to attract and retain talented associates. We value their expertise and consider them an extension of our Retirement Committee."
Jim Marcil, SPHR, SVP, Human Resources
"Conrad Siegel Actuaries provided us with essential guidance when we recently underwent an ESOP transaction. They recognized our need to understand the nuances and took the time to explain the details. When timing became critical, we appreciated their responsiveness to both the company’s and employees’ questions. With Conrad Siegel’s guidance, we continue to maintain a solid foundation for the future success of our ESOP."
Groundwater Sciences Corporation
"When we approached Conrad Siegel Actuaries about forecasting our ESOP’s repurchase obligations, they provided us with an easy to use and flexible template. We were able to quickly forecast future liabilities under various assumptions. Their ESOP expertise is an integral component of our ESOP planning. We consider Conrad Siegel Actuaries a key partner, helping us to ensure our ESOP’s sustainability and its ability to provide a meaningful retirement benefit for our employees."
C.S. Davidson, Inc
"Conrad Siegel Actuaries provided invaluable assistance in our search for an annuity provider. Their fee-for-service approach, rather than a commission-based structure, was vital to assure that the negotiations with the insurers were in our best interest and were cost-effective. We have worked with the firm for many years and we knew that their attention to detail throughout the entire annuity purchase process would make it painless for us. As always, they did not disappoint."
Presbyterian Senior Living
We use Conrad Siegel Actuaries “because of their expertise, skilled resources, and reasonable fees; and, we have direct access to key contacts familiar with our organization and our goals and objectives. They have the capabilities of a large firm and we don’t need to travel to Philadelphia or New York to meet with them."
Penn National Insurance
"I would recommend Conrad Siegel Actuaries for anyone looking for actuarial services for their defined benefit pension plan. They are very responsive, easy to talk to, and the pricing for their services is very reasonable. We especially like the fact that they are local and very visible in the community. It is also comforting to know that they have great depth of experience – not just actuarial services – in all types of retirement plans, that we can call upon if we need to do so."
Kathleen M. Miller
York Water Comapny
"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
"Accuracy is very important to us. We just weren’t getting that from our actuary and that’s why we changed to Conrad Siegel Actuaries. With Conrad Siegel Actuaries, for example, benefit estimates are always on the money and we usually get them within 3 or 4 days. With our prior actuary, it would take 6 weeks. We feel we can pose any question to Conrad Siegel Actuaries and rely on their advice."
"It’s all about relationships. We like working with Conrad Siegel Actuaries and they like working with us. They always treat us like PRG is their biggest client. Personal service and attention to detail are unmatched – something we can appreciate."
Precision Roll Grinders
"I especially appreciate the quick response I receive from (the) team at Conrad Siegel Actuaries, especially related to funding questions and required contributions. Getting information well in advance of deadlines is especially important to us."
Jewish Federation of Greater Harrisburg
"An actuary’s accessibility and timeliness in response to our requests for information is very important to me. This is what we get from Conrad Siegel Actuaries. They have good people to work with who are very helpful. It is also nice knowing they have depth and history that we can rely on."
North Londonderry Township
"While our prior actuary was knowledgeable, he just was not able to present information in a manner that was understandable or helpful. This is the first time our trustees truly feel comfortable that they understand our business model and the risks involved. No one feels intimidated or inhibited in asking questions of Rob. They know that any question is acceptable and that Rob will take the time to be sure that each question is answered fully and that the information is useful."
Lincoln Intermediate Unit 12