Conrad Siegel Actuaries

Conrad Siegel is a trusted partner for businesses and individuals seeking expertise in retirement planning, investment management, and actuarial consulting. With over 60 years of experience, we have built a reputation for delivering personalized solutions that put our clients first. Our team of experienced professionals is dedicated to helping organizations and individuals achieve their goals, from designing and implementing retirement plans to managing investments and providing expert guidance.

Our Philosophy

At Conrad Siegel, we believe that relationships matter, and we prioritize building strong, long-term relationships with our clients. We take the time to understand our clients' unique needs and goals, providing customized solutions that meet their specific requirements. Our commitment to our clients is unwavering, and we strive to deliver exceptional service that exceeds their expectations.

Our Services

We offer a comprehensive range of services to support our clients' retirement and investment needs. These services include:

Retirement Plans

• Defined Benefit Plans
• 401(k)/DC Plans
• Small Business 401(k) Plans
• ESOP Cash Balance Plans
• Investment for Organizations
• Investment for Individuals
• QDRO/Divorce Valuations
• Executive Retirement Plans

Investment Management

• Investment Consulting
• Actuarial Services
• Retirement Plan: Investment Consulting
• Actuarial Defined Benefit Plans
• Cash Balance Plans

Healthcare

• Large Group Plans
• Small Group Healthcare
• Compliance & Healthcare Reform

Why Choose Us?

At Conrad Siegel, our people make the difference. Our team consists of experienced professionals who are dedicated to sharing their knowledge and expertise to help our clients achieve their goals. We believe that building strong relationships is key to our success, and we prioritize communication, transparency, and personalized service.

Meet Our Professionals

• Mark Bonsall
• Abigail Fortino
• Ashley Wise
• Conrad "Connie" Siegel
• Frank Rhodes
• James Pyne

Our Expertise

Our professionals have extensive experience in retirement planning, investment management, and actuarial consulting. We have worked with clients across various industries, from small businesses to large corporations, and we have the expertise to help you achieve your goals.

Case Studies

We have successfully helped many clients achieve their retirement and investment goals. To see how we can help you, please explore our case studies, which showcase our expertise in designing and implementing retirement plans, managing investments, and providing expert guidance.

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