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…
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….
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…
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…
DOL Audit
When your number is up and the DOL comes knocking, will you be in the minority of DB plan sponsors with satisfactory responses to their inquiries, or might you be…
Benefits Administration Guide
A client concluded a lengthy implementation, which brought together excellent subject matter experts and transferred huge amounts of requirements/knowledge to the new provider. After seeing the positive results of user…
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…
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…
Managed Account Fiduciary Checklist
Several class action lawsuits have been filed related to managed account programs on behalf of 401(k) participants. While the courts have dismissed these lawsuits, the issues raise serious questions for…