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Tag Archives: finance

Firm builds tools to ease financial worry

Managers at Conrad Siegel looked at personal-finance statistics from a variety of sources and figured there must be a better way to help clients and their employees plan for a secure future. So the Harrisburg-based employee-benefit and investment-advisory firm set about to create online planning tools that would take at least some of the mystery, as well as the stress, out of financial planning.

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After Wolf veto, EITC backers hope for compromise

State lawmakers are pushing to expand a program giving tax breaks to companies that donate to nonprofit educational and scholarship organizations, including private schools, but the governor is pushing back. This month he vetoed a bill that would have expanded the popular program, known as the Educational Improvement Tax Credit program.

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Corporate distress calls for clear M&A process

Even during favorable economic conditions, certain companies will falter. While some of these companies may prove beyond repair, others can be turned around under proper leadership. But there is a process that needs to be followed for companies interested in purchasing these distressed companies, as outlined here>

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Guest view: Retirement plans should be piece of M&A puzzle

Throughout the M&A process, executives are hyper-focused on company synergies and big-picture goals. As a result, one very important factor often goes overlooked – the employer’s retirement plans. There are many details to consider when acquiring a company. Understanding the seller’s retirement plan and how it will fit within the current benefit structure is vital to success.

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