Skip to content
Curcio Webb
  • Home
  • About
  • What We Do
  • Library
Contact Us
Curcio Webb

Library

Defined Contribution Plans | OCIOs & Investment Consultants | Video

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…

Read More Investment Committee Management of Defined Contribution PlansContinue

Compliance & Monitoring | Defined Contribution Plans | OCIOs & Investment Consultants | Video

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…

Read More Investment Committee GovernanceContinue

Defined Contribution Plans | OCIOs & Investment Consultants | Video

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…

Read More Defined Contribution Plan Investment StrategyContinue

Case Studies | OCIOs & Investment Consultants

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…

Read More OCIO Monitoring Case StudyContinue

Defined Benefit Plans | User Guide

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…

Read More How to Handle a Lump Sum WindowContinue

Case Studies | OCIOs & Investment Consultants

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…

Read More OCIO Selection Case StudyContinue

Benefit Plan Administration | Case Studies | Health & Welfare

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….

Read More Moving to a Co-Sourced Strategy Case StudyContinue

Case Studies | Health & Welfare

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…

Read More H&W Benefit Admin Operational Review Yields Significant FindingsContinue

General | OCIOs & Investment Consultants

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…

Read More OCIO Performance ResultsContinue

Benefit Plan Administration | Case Studies | Compliance & Monitoring | Health & Welfare

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…

Read More H&W Operational Audit for Fortune 500 CompanyContinue

Page navigation

Previous PagePrevious 1 2 3 4 5 Next PageNext
Search

Get Email Updates

Topics

Recent

  • IRS and PBGC Plan Limits 2023
  • Health and Welfare Consulting Partnership Checklist
  • DOL Cybersecurity Rules

Let us help you achieve your outcomes.

HOW CAN WE HELP?

certified women owned business

847.279.7341

info@curciowebb.com

 

Twitter Linkedin
  • Home
  • About
  • What We Do
  • Library
  • Contact Us

© 2023 Curcio Webb - powered by Tornado Marketing.

Scroll to top
  • Home
  • About
  • What We Do
  • Library
  • Contact Us