Independent · Employee-Owned · Fee-Only

Independent oversight of the providers who run your benefit plans.

Since 1997, Curcio Webb has run provider searches, fee benchmarking, and audits for retirement, health and welfare, investment, and actuarial programs. The plan sponsor who hires us is the only party that pays us.

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700+

Clients Served

25+

Years in Practice

3000+

Completed Engagements

Four Integrated Disciplines

Plan decisions in one of these areas often reach into another.

A recordkeeper search often raises questions about the investment lineup. A pension risk transfer needs actuarial work before anyone can price an annuity. Because our four practices are one firm, the specialists for each piece work on the same engagement.

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Retirement

Competitive RFP management and benchmarking for DC plan administration (401(k), 403(b), 457(b)), DB pension administration, financial wellness services, stock plan and equity administration, and nonqualified deferred compensation.

Recordkeeper searches (401(k), 403(b), 457(b))
Pension administration searches
Fee benchmarking
Implementation oversight

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02 / 04

Health & Welfare

Provider search, evaluation, and benchmarking for benefits administration platforms, broker and consultant services, health insurance exchanges, and pharmacy consulting.

Benefits administration platform searches
Broker and consultant selection
Pharmacy consultant selection
Fee benchmarking

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03 / 04

Investment Programs

Provider searches, evaluations, and fiduciary monitoring across OCIOs, investment consultants, specialist advisors, trust and custody providers, and in-plan annuity providers.

OCIO and investment consultant searches
Trust, custody, and annuity provider searches
Fee benchmarking
Fiduciary monitoring

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04 / 04

Actuarial

Actuarial consultant search, benchmarking, and special projects for large plan sponsors, and direct actuarial consulting services for smaller plans.

Actuarial consultant searches
Fee benchmarking
Pension risk transfer and plan termination
Direct actuarial services for smaller plans

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How We Work

How an Engagement Works

We document each step of a search, so your committee has a record of how the decision was made. A typical engagement runs 10 to 16 weeks from RFP issuance to finalist selection, depending on scope.

Scope and Discovery

We agree on the search scope, evaluation criteria, and timeline with your committee, based on your plan's size, complexity, and goals.

RFP and Evaluation

We build a customized RFP, issue it to qualified providers, manage provider questions, and score every response against the agreed criteria.

Finalist Selection

We present the analysis to your committee, coordinate finalist presentations, and support fee negotiation and contract review through final selection.

Implementation Oversight

We stay on through the transition. That includes project management, data migration coordination, and holding the new provider to what it proposed.

Our Principles

The Terms
We Work On

The principles behind how we run searches and report findings to committees.

Stewardship

We act as stewards for the plan sponsors who hire us, the providers who bid in our searches, and our own colleagues. Clients get our actual conclusion, including when it is not the one they expected. Bidders answer the same questions on the same deadline and are scored on the same criteria. Anything we deliver has to be work our colleagues would sign.

In practice

A committee can trace each recommendation back to the evaluation criteria it approved at the start of the search.

Independence

Our only revenue is the fee our clients pay. We sell no products, take no commissions, and accept no payments from the providers we evaluate.

In practice

The firm is employee-owned, with no parent company or outside investor. Our own revenue does not change based on which provider you choose.

Integrity

We report what the proposals and fee data show, with the evidence behind each finding. Our reports are written to be read by plan committees, legal counsel, and regulators, and we defend our conclusions when they are questioned.

In practice

If the evidence favors keeping your current provider, our report will say so.

Our Team