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…
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…
The Next Generation of Health and Welfare Benefits Delivery
Outsourced health and welfare benefits administration is often viewed simply as a vehicle for capturing benefit elections, managing customer service issues and supporting daily administration processing activity. Healthcare strategy is…
Influencing Retirement Saving Using Social Media
Saving for retirement is a good financial habit to learn in those early employment years. Many published studies and white papers point to the need for broad-based financial education, targeted…
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…
Unexpected 401(k) Plan Costs – Get What You Pay for
Employer 401(k) fees Maintaining a 401(k) plan can be an expensive proposition: fees for recordkeeping, administration, and related services can run into the millions of dollars per year. Consequently, in-house…
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…
The 3 Pillars of Benefits Administration Success
“We’re different!” For over two decades, nearly every client has told us how unique they are.You probably feel the same way about your company. The differences are obvious as it…
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…
OCIO Searches – Trends in 3(38) Fiduciary Services
Curcio Webb has over a decade of experience assisting plan sponsors with 3(38) provider searches, which are commonly referred to as Outsourced Chief Investment Officer searches. Phil Edwards and Uma…