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.
The decisions that move plan costs and participant outcomes rarely live inside a single service area – so we built one firm across Retirement, Health & Welfare, Investment Programs, and Actuarial, and every engagement carries the full picture from day one.
How an Engagement Works
Every search follows a defined, documented process your committee can stand behind. A typical engagement runs 10 to 16 weeks from RFP issuance to finalist selection, depending on scope.
Scope and Discovery
We define the search scope, evaluation criteria, and timeline with your committee – grounded in 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 through the transition – project management, data migration coordination, and holding the chosen provider to what it proposed.
What Sets
Us Apart
Markets change. Providers change. Our foundation does not.
The People Behind the Work
Advisors to plan sponsors – and former leaders within the providers we evaluate.
Insights from Our Team
Perspectives on the decisions that move plan costs and participant outcomes.
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.