IRS and PBGC Plan Limits
Updated for 2022
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…
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…
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…
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…
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…
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…
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…
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…
OCIO Performance Results
The evolution of the Outsourced Chief Investment officer (OCIO) has entered a new stage – a focus on results. The initial stages (producing savings on total direct costs, relieving administrative…