Curcio Webb was founded in 1997 on a simple observation: the decisions that move plan costs and participant outcomes rarely live inside a single service area. Recordkeeping choices shape investment menus. Actuarial assumptions drive administration requirements. Health and welfare platforms carry fiduciary obligations of their own.
Most firms treat these as separate practices, with different teams and different conversations. We built one firm across four disciplines – Retirement, Health & Welfare, Investment Programs, and Actuarial – so that every engagement carries the full picture from day one.
Our consultants bring experience from both sides of the table: as advisors to plan sponsors and as leaders within the providers we evaluate. That is what makes our evaluations specific, practical, and defensible in front of committees, auditors, and regulators.
We sell no products and accept no commissions. Our revenue comes from one source: professional fees paid by our clients.
There is no parent company, no outside investor, and no provider compensation shaping what we put in front of a committee. As an employee-owned firm, that independence extends to our ownership structure. Curcio Webb is certified as a Women-Owned Business Enterprise by WBENC.