Cultural Transformation Case Study
Culture in the workplace is more impactful than you think. A major shift is occurring within organizations. Regardless of their size, industry, or geographical footprint, organizations are recognizing the impact…
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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…
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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…
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Moving to a Co-Sourced Strategy Case Study
A large and diverse Fortune 500 organization has a unique, strong culture of caring for employees, using internal staff to manage their health and welfare (H&W) administration and customer service….
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H&W Benefit Admin Operational Review Yields Significant Findings
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…
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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…
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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…
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Total Benefits Outsourcing Case Study
A large multinational energy company (“Company”) decided to conduct a search for benefits administration including Health & Welfare (H&W), Pension, and Defined Contribution (DC). Company had a long-standing relationship with…
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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…
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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…