Curcio Webb has supported hundreds of organizations select and manage their employee retirement plans by finding and managing the right providers and investments.
Endowment and foundation (E&F) asset owners have unique investment management challenges, including: With the recent pandemic combined with the ongoing increase in market volatility, these challenges are becoming a catalyst…
IRS and PBGC Benefit Plan Limits -Updated for 2024
With the growing interest in outsourced chief investment officers (OCIO), we invite you to listen to Curcio Webb discuss differences between a traditional consultant model and OCIOs, including: Catalysts for growth…
When an organization selects a new benefits administration provider, the next and most critical phase of the process is implementation. An implementation that is done incorrectly, will ultimately lead to…
Are you on an investment committee? Most committees spend all their time focused on the wrong things. Hear from investment Expert Phil Edwards as he shares how he advises clients…
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…
Are you on an investment committee? What’s your investment strategy? Is it meting the needs of your defined contribution plan participants? Phil Edwards shares the advice he provides to defined…
The sponsor of a $600 million defined benefit plan was concerned about the Outsourced Chief Investment Officer’s (OCIO) lack of progress improving the funded status. The plan was only funded…
4 Reasons to Offer a Lump Sum Window Lump Sums generally cost less than annuity purchases. Lump sums “de-risk” the plan by transferring investment and longevity risk to participants. Lump…
The sponsor of a $1 billion defined benefit plan and $1.5 billion defined contribution plan wanted to learn more about Outsourced Chief Investment Officer (OCIO) services. Both plans were in…
