“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 relates to industry, demographics, and culture. However… Experience tells us that despite a company’s uniqueness, benefits administration success is built on three universal, time-tested […]
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 Kolluri were recently interviewed for an article in PlanSponsor where they shared some of the market trends they see in the 3(38) fiduciary management marketplace. […]
There have been several class action lawsuits filed on behalf of participants in 401(k) plans sponsored by major employers. The commonality? Fidelity served as the recordkeeper and Financial Engines, Inc. (FE) provided participant-level investment advice and managed accounts services. It was alleged that FE had a relationship with Fidelity to gain access to Fidelity clients […]
The 3 Pillars of Benefits Administration Success
/in Benefit Plan Administration /by Curcio Webb“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 relates to industry, demographics, and culture. However… Experience tells us that despite a company’s uniqueness, benefits administration success is built on three universal, time-tested […]
OCIO Searches – Trends in 3(38) Fiduciary Services
/in OCIOs & Investment Consultants /by Curcio WebbCurcio 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 Kolluri were recently interviewed for an article in PlanSponsor where they shared some of the market trends they see in the 3(38) fiduciary management marketplace. […]
Are you risking litigation?
/in Managed Accounts /by Curcio WebbThere have been several class action lawsuits filed on behalf of participants in 401(k) plans sponsored by major employers. The commonality? Fidelity served as the recordkeeper and Financial Engines, Inc. (FE) provided participant-level investment advice and managed accounts services. It was alleged that FE had a relationship with Fidelity to gain access to Fidelity clients […]