Where IndependenceMeets Expertise.
We evaluate, select, and audit retirement, health and welfare, investment, and actuarial providers. We sell no products and accept no commissions – so our analysis serves our clients, not a vendor.
Four Integrated Disciplines
At most firms, these are separate practices. At Curcio Webb, they are one.
Retirement, Health & Welfare, Investment Programs, and Actuarial. Most firms treat these as distinct service lines – different teams, different relationships, different conversations. Every discipline overlaps. This is why we operate as one firm, not four.
Curcio Webb was founded as one company across four disciplines because the decisions that move plan costs and participant outcomes rarely live inside a single service area. Each discipline was built to inform the others.
Every discipline overlaps. Which is why we built one firm, not four.
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.
Retirement decisions live inside a wider plan ecosystem – investment lineup, trust and custody, actuarial liabilities, communications. Our retirement specialists work natively with that full context, because at Curcio Webb the disciplines are not separate practices.
Health & Welfare
Provider search, evaluation, and benchmarking for benefits administration platforms, broker and consultant services, health insurance exchanges, and pharmacy consulting.
H&W decisions touch enrollment infrastructure, fiduciary obligations on H&W investment accounts, and the broader benefits experience. Our H&W specialists bring that full perspective into every engagement – it is the way one integrated firm works, not an escalation path.
Investment Programs
Provider searches, evaluations, and fiduciary monitoring across OCIOs, investment consultants, specialist advisors, trust and custody providers, and in-plan annuity providers.
Investment programs intersect with pension liabilities, recordkeeping architecture, and trust and custody arrangements. Our investment specialists carry that integrated view into every search and monitoring engagement – the connections are not coordinated across teams; they are how we think.
Actuarial
Actuarial consultant search, benchmarking, and special projects for large plan sponsors, and direct actuarial consulting services for smaller plans.
Actuarial work is woven into investment policy, plan administration, and provider strategy. Our actuarial specialists operate with that full picture from day one – because the value of Curcio Webb is one firm where these disciplines are intrinsically connected, not parallel tracks that occasionally meet.
What Sets
Us Apart
Markets change. Providers change. Our foundation does not.
The People Behind the Work
Our consultants bring decades of experience from both sides of the table – as advisors to plan sponsors and as leaders within the providers we evaluate.
Insights from Our Team
Perspectives on the decisions that move plan costs and participant outcomes.
Benchmarking Your Plan: Using Data to Stay Competitive
How Curcio Webb Delivers Tailored Benefits Solutions
Retirement Plan Benchmarking: More Art Than Science
Considering an OCIO? 5 Questions to Ask Before Hiring
Investment Consulting Trends: OCIO vs. Traditional Models
Talk to Our Team
Whether you are evaluating providers, benchmarking fees, or planning a competitive search, we would welcome the opportunity to discuss how Curcio Webb can support your goals.
Tell us about the search, benchmarking, or audit you are considering. A principal will reply within one business day. Submissions are reviewed by our partners only and never shared, sold, or used for marketing lists.