Skip to content
Curcio Webb
  • Home
  • About
  • What We Do
  • Library
Contact Us
Curcio Webb

Retirement

Curcio Webb has supported hundreds of organizations select and manage their employee retirement plans by finding and managing the right providers and investments.

Compliance & Monitoring | Retirement

IRS and PBGC Plan Limits 2023

Updated for 2023

Read More IRS and PBGC Plan Limits 2023Continue

Compliance & Monitoring | General | Retirement

IRS and PBGC Plan Limits

Updated for 2022

Read More IRS and PBGC Plan LimitsContinue

General | OCIOs & Investment Consultants | Retirement

Interview: Investment consulting trends

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…

Read More Interview: Investment consulting trendsContinue

Benefit Plan Administration | Health & Welfare | Retirement | User Guide

Implementation Guide

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…

Read More Implementation GuideContinue

Defined Contribution Plans | OCIOs & Investment Consultants | Video

Investment Committee Management of Defined Contribution Plans

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…

Read More Investment Committee Management of Defined Contribution PlansContinue

Compliance & Monitoring | Defined Contribution Plans | OCIOs & Investment Consultants | Video

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…

Read More Investment Committee GovernanceContinue

Defined Contribution Plans | OCIOs & Investment Consultants | Video

Defined Contribution Plan Investment Strategy

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…

Read More Defined Contribution Plan Investment StrategyContinue

Case Studies | OCIOs & Investment Consultants

OCIO Monitoring Case Study

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…

Read More OCIO Monitoring Case StudyContinue

Defined Benefit Plans | User Guide

How to Handle a Lump Sum Window

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…

Read More How to Handle a Lump Sum WindowContinue

Case Studies | OCIOs & Investment Consultants

OCIO Selection Case Study

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…

Read More OCIO Selection Case StudyContinue

Page navigation

1 2 3 Next PageNext
Search

Get Email Updates

Topics

Recent

  • IRS and PBGC Plan Limits 2023
  • Health and Welfare Consulting Partnership Checklist
  • DOL Cybersecurity Rules

Let us help you achieve your outcomes.

HOW CAN WE HELP?

certified women owned business

847.279.7341

info@curciowebb.com

 

Twitter Linkedin
  • Home
  • About
  • What We Do
  • Library
  • Contact Us

© 2023 Curcio Webb - powered by Tornado Marketing.

Scroll to top
  • Home
  • About
  • What We Do
  • Library
  • Contact Us