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…
Focus on the Outcomes of Your Defined Contribution Plan
Is your Investment Committee Focused on Outcomes? Most are not. Most investment committees spend 80% of their time managing investments. We believe you should think and plan more holistically to…
6 Questions to Ask When Evaluating Managed Account Providers
The popularity of managed accounts is bringing more providers into the managed account providers market. As little as five years ago, plan sponsors were captive to a single managed accounts…
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…