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…
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…
Benefits Provider Search or Renewal
Should you search for a new benefits administration provider or renew your contract with your existing provider? That’s a key question our benefits administration clients face every day. If you’ve been with…
Next Generation of Health & Welfare Benefits Delivery
Does your benefits administration services provider have the capabilities to bring your healthcare strategy to life? As health and welfare (H&W) benefits administration providers continue to expand their offerings, you…
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…