Is your investment strategy meeting the needs of your defined contribution plan participants? You can improve plan participation by crafting an investment strategy based on the demographics of your plan…
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…
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…
Your relationship with a Health & Welfare consultant is an important partnership that must be cultivated over time. However, there are signs that indicate when it’s time to start looking…
The popularity of managed accounts is bringing more providers into the managed account providers market. As little as five years ago, plan sponsors were captive to a single managed accounts…
Are you a plan sponsor? In 2015, the Supreme Court unanimously ruled that ERISA fiduciaries have a continuing duty to monitor plan investments. While this outcome had little in the element…
