GAO Article
Conflicts of Interest Can Affect Defined Benefit and Defined Contribution Plans
View ArticleThe 16th Annual Beneficial Owners' International Securities Lending and Repo...
Brian Ternoey will be speaking at the SEC Lending Conference. His session is on Client Crisis Communication & Evaluating Lender Default Procedures.
View ArticleThe 20th Anniversary Institutional Investor’s Defined Contribution Forum
Brian Ternoey, Curcio Webb’s Investment Consulting Practice Leader, will be speaking at the DC Forum. He will be participating in a panel discussion: The Evolving Nature of Fiduciary Responsibilities:...
View Article2011 Pensions & Investments East Coast Defined Contribution Conference
Phil Edwards will be moderating a panel at Pension & Investment's Annual East Coast Defined Contribution Conference exploring the topic of target date funds and managed accounts. Information about...
View ArticleThe 10th Strategic Investors Sector Meeting
Brian Ternoey spoke at the 10th Strategic Investors Sector Meeting: Innovative Strategies to Navigate Today’s Volatile Environment on custom target date funds. Brian’s comments focused on the role of...
View ArticleIMN's Global Indexing & ETF Conference
Brian Ternoey spoke at IMN’s Global Indexing & ETF Conference on The Changing Role of Consultants: What’s Next? Brian’s comments focused on plan sponsors delegating investment management decisions...
View ArticleThe 2013 Investment Consultant’s Forum
Phil Edwards will be participating in Opal Financial Group’s Consultants Roundtable at the March 4, 2013 Investment Consultant’s Forum. The Roundtable will discuss the evolving role of consultants,...
View Article2013 SWBA/IRS Plan Administrator Skills Workshop
Brian Dennen will be speaking at the SouthWest Benefits Association / Internal Revenue Service Plan Administrator Skills Workshop in Dallas, Texas on March 8th, 2013. He will be discussing Benchmarking...
View ArticleEmployers letting retirees get the coverage they want featuring Greg Spencer,...
Greg Spencer was featured in BenefitsPro’s November 2013 article, Employers letting retirees get the coverage they want. Greg is a Principal with Curcio Webb.Read the full article at BenefitsPro:...
View Article2014 Enrolled Actuaries Conference
Curcio Webb principals Joe Penick and Gordon Webb will be attending the 2014 Enrolled Actuaries Conference in Washington DC March 23rd through 26th.
View ArticleUnderstanding Health Insurance Exchanges
Curcio Webb hosted a webinar “Understanding Health Insurance Exchanges” on March 18, 2014. Jamie Curcio and Greg Spencer were joined by Jim Sheeran, Benefits Director at MillerCoors.If you would like...
View ArticleVoice: Overpaying the PBGC?
Joseph Penick's article on navigating the post-PPA funding and premium rules was featured in the March edition of Plan Sponsor magazine. Joe is a principal at Curcio Webb, and a consulting actuary.Read...
View ArticleHow Do You Benchmark Your Target Date Fund Family?
The Investor Intelligence Network, a network of Institutional Investor, and Curcio Webb LLC hosted a webinar to discuss new ideas in benchmarking target date funds on May 1st, 2014.To download a copy...
View ArticleAre You Saving Enough for Retirement?
If you find yourself anxiously watching the stock market and hoping that you are saving enough to comfortably retire in a few years, then it’s time to review your retirement plan. Get a retirement...
View ArticleProtect Your Investment In Benefit Administration
Curcio Webb hosted a webinar on May 21, 2014 to discuss the value to Plan Sponsors of performing an Administration Review. Brian Dennen, Joseph Minard, and Adrienne Provost presented.If you would like...
View ArticlePlan Sponsors Have a Fiduciary Duty to Monitor Investments
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 of surprise,...
View ArticleACA Reporting Compliance
Are you meeting ACA reporting compliance standards? The United States Supreme Court’s ruling on the Affordable Care Act (ACA) (Burwell decision) has plan sponsors focusing on ACA reporting compliance....
View ArticleYou’ve Selected an Active Health Insurance Exchange Service Provider—Now What?
Active health insurance exchanges are growing in popularity. Although adoption rates for active health insurance exchanges (HIX) have not yet reached the levels predicted when these delivery models...
View ArticlePlan Sponsors Have a Fiduciary Duty to Monitor Investments
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 of surprise,...
View ArticleACA Reporting Compliance
Are you meeting ACA reporting compliance standards? The United States Supreme Court’s ruling on the Affordable Care Act (ACA) (Burwell decision) has plan sponsors focusing on ACA reporting compliance....
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