Case Studies
Real-world stories about our clients and how our financial advisory firm partners together to do great things.
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How a PA School District Streamlined ACA Reporting and Saved Time
The East Penn School District is a large public school district located in Pennsylvania’s Lehigh Valley. The district includes seven elementary schools, two middle schools, and one high school, and employs over 1,000 staff members.
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Promoting plan features through employee education
Presbyterian Senior Living (PSL) is a mission-driven organization and trusted leader in aging services that inspires individuals to thrive. Building on a legacy of 96 years, they provide residential and care services to more than 6,000 seniors in 27 locations across the mid-Atlantic region of Pennsylvania, Maryland, Ohio and Delaware. The leadership at PSL places…
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Simplifying how an ESOP & 401(k) can work together
HB Global is the holding company to multiple successful business units that lead their markets in HVAC, plumbing, and mechanical services. HB Global has been an employee-owned company since 2010, with 2,000 participants in its ESOP and 401(k) benefit plans, many of which were hired through the acquisition of over 20 companies by HB Global…
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True actuarial consulting for a leading manufacturer
Founded in 1991, Mount Joy Wire has been a global leader in the specialty wire industry for over 30 years. The organization manufactures specialty wire for a wide variety of applications, including aerospace, automotive, architectural, construction, marine, medical and oil and gas. Challenges The actuary that provided consulting services for Mount Joy Wire’s Postretirement Medical…
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A 401(k) conversion in a flash
Lancaster, PA- Eurofins is an international life sciences company whose labs provide analytical testing services in the food, pharmaceutical, environmental, agroscience and consumer product industries. Because of the nature of their work, the company’s labs are staffed 24/7 to better serve their clients. Eurofins recognizes its employees as its greatest asset. An emphasis is placed…
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Pension Solutions
Challenges In early 2015, the Borough was faced with the replacement of their long-time pension consultant, who had been providing actuarial and administrative services for the Borough’s plans for approximately 20 years. Conrad Siegel was selected to take over after completion of the Act 44 request for proposal process. Solution Transition: Given the tight time…
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Benefits Transparency
Founded in 1919, Penn National Insurance employs more than 830 people. Over the years, they have enjoyed remarkable success in recruiting and retaining talented employees who build careers at Penn National Insurance. At a time when many organizations are suspending retirement contributions, cutting healthcare benefits, or eliminating other important benefits, Penn National Insurance continues to…
