Our consultants bring decades of experience from both sides of the table – as advisors to plan sponsors and as leaders within the providers we evaluate.
Founding partner with over 30 years of experience in employee benefits administration and a deep understanding of the major outsourcing providers.
Retirement Administration Practice Leader with over 25 years of experience, supporting more than 200 clients across provider selections, benchmarking, and implementations.
Eric is the IT Director at Curcio Webb, responsible for network infrastructure, security, and systems management across all offices. He oversees business continuity planning, disaster recovery, and the firm’s cybersecurity protocols.
Investment Programs Practice Leader with over 20 years of experience in investment consulting, supporting some of the largest and most complex asset pools and plans.
Actuarial Practice Leader with over 25 years of actuarial consulting experience across qualified and nonqualified defined benefit, defined contribution, and retiree medical plan design, compliance, and financial management.
Health and Welfare Practice Leader with over 30 years of experience in benefits administration across large, complex, multi-service delivery environments.
Lang is the Chief Financial Officer at Curcio Webb, overseeing the firm’s financial operations and strategy.
Over a decade of experience leading professional services procurement across health, welfare, and retirement benefit plans, with expertise in search, contract review, and renewals.
Over 25 years of investment manager research experience across institutional and retail platforms, with deep expertise in custom target date fund management, fee negotiations, and investment policy.
Health and Welfare consultant with Curcio Webb since its inception in 1997, with deep experience in benefit delivery models, implementations, and M&A activity.
Kelly joined Curcio Webb in 2022 and provides administrative and operational support to the investment team, assisting with client projects throughout the search and selection process.
Leads RFP and search processes for recordkeepers, investment consultants, and 3(38) advisors across defined benefit, defined contribution, and equity plans.
19 years of investment industry experience supporting institutional and retail clients across provider searches, plan investment design, asset allocation, and governance.
Actuarial analyst supporting retirement plan consulting across administration, compliance, funding valuations, plan freezes and terminations, and participant communications.
Monika is a consultant based in New Jersey who advises plan sponsors on the administration of their Health and Welfare benefit plans. With over thirty years of experience in H&W administration, she leads clients through RFP processes, assists with implementations and provider transitions, and performs operational audits of ongoing service delivery.
Amy joined Curcio Webb in 1998 and serves as Administrative Assistant and Event Planner in the San Francisco Bay Area office. She supports daily office operations, billing, accounts management, provider registrations, and annual company meeting coordination.
Over 20 years of investment experience supporting retirement plans, foundations, and endowments across provider searches, fee benchmarking, performance reporting, and investment operations.
Over 35 years of experience in employee benefits strategy, design, and administration, leading client development and relationship management across entertainment, pharmaceutical, energy, and regulated utility industries.
Over 25 years of Health and Welfare benefits consulting and administration experience, with a practical, objective approach to consulting services and benefit delivery models.
Over 30 years of experience in benefit administration, with expertise in M&A integration, project management, and large-scale organizational transformation in HR and benefits.
Actuarial consulting career spanning over 30 years, leading ongoing actuarial engagements and defined benefit outsourcing projects with a focus on automated benefit calculation and communications.
Phoebe is based in Curcio Webb’s San Francisco office where she serves as an actuarial analyst, assisting with actuarial valuations, plan administration, searches, and special projects. She also supports retirement administration consulting, including benefits administration searches and outsourcing implementations.
Over 30 years of benefits administration experience in both consulting and corporate environments, with a primary focus on operational audits, implementations, and provider search projects.
Over 20 years of experience in retirement plan implementations, provider selections, contract renewals, and benefits technology platform conversions.
Lily joined Curcio Webb’s San Francisco Bay Area office in 2000 and is responsible for document formatting, quality control, database maintenance, and billing support.
Over 25 years of experience across defined benefit, defined contribution, and health and welfare administration, with deep expertise in implementations and M&A activity.
Janet serves as the Social Media Consultant at Curcio Webb, curating and managing the firm’s LinkedIn presence and digital communications.
Irisa is a financial analyst in the San Francisco Bay Area office, supporting Curcio Webb’s internal administration, invoicing, and financial functions.