IRS and PBGC Plan Limits 2024
IRS and PBGC Benefit Plan Limits -Updated for 2024
DOL Cybersecurity Rules
Practical Perspective on the DOL Cybersecurity Rules – Curcio Webb and McDonald Hopkins have partnered to share their perspective on how the DOL cybersecurity rules apply to plan sponsors. We…
Investment Committee Governance
Documenting your investment committee decisions isn’t exactly exciting – but it is necessary. Phil Edwards of Curcio Webb shares why it’s so important for investment committee members to document their…
H&W Operational Audit for Fortune 500 Company
A global Fortune 500 company engaged Curcio Webb to conduct an operational review of their Health & Welfare (H&W) benefit administration provider. Their decision to initiate the review was due…
Health & Welfare Administration Provider Security Protocols Case Study
A financial services organization, due to the nature of their business, implemented exceedingly strict data security requirements for all internal data management and processes. The decision was made to apply…
Governance Framework Case Study
An organization with substantial retirement and operating assets and relatively tight internal investment team appointed a new Chief Investment Officer. The CIO wanted to develop and implement a novel co-sourcing…
Managed Account Fiduciary Case Study
Looking to improve the overall employee benefits offering, the sponsor of approximately $10 billion defined contribution plan began offering managed accounts. Since they managed account provided participants investment advice, the…
Unexpected 401(k) Plan Costs – Get What You Pay for
Employer 401(k) fees Maintaining a 401(k) plan can be an expensive proposition: fees for recordkeeping, administration, and related services can run into the millions of dollars per year. Consequently, in-house…
Defined Contribution Plan Governance
Governance Documenting your investment committee decisions isn’t exactly exciting – but it is necessary if you want to avoid problems down the road. Phil Edwards of Curcio Webb shares why…
Plan Sponsors Have a Fiduciary Duty to Monitor Investments
Are you a plan sponsor? In 2015, the Supreme Court unanimously ruled that ERISA fiduciaries have a continuing duty to monitor plan investments. While this outcome had little in the element…