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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…

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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…

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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…

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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…

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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….

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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…

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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…

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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…

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Benefit Plan Administration | Compliance & Monitoring | Defined Benefit Plans | Health & Welfare | User Guide

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…

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Benefit Plan Administration | Health & Welfare | Retirement | User Guide

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…

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