Finding the right providers requires matching an intimate knowledge of a sponsor’s objectives with a deep understanding of the investment landscape. The quality of the match depends on the distance between these two pools of knowledge.
Curcio Webb focuses on keeping the distance between its clients’ needs and investment landscape as short as possible. The same senior consultant who handles the client relationship is also interviewing investment managers, record keepers, trustees and custodians.
No Middlemen
With no middlemen, an exact understanding of client needs is integrated directly into the provider research. Consultants can quickly focus on uncovering asset classes, investment managers, portfolio strategies and administrative resources best suited to accommodate the design of the retirement plan. Often, this involves creating custom solutions for clients, as one-size-fits-all products rarely fit the bill.
Our clients appreciate the ability to work directly with experienced research consultants who meticulously understand their objectives. The clarity and quality of recommendations leads to more informed and confident decisions on the part of the sponsor.
Closing the Deal
The effort does not end with a recommendation. Once decisions are made, contracts, including service levels and fees, must be negotiated. Curcio Webb understands industry benchmarks for contract terms and conditions, helping to ensure our clients receive appropriate value. In several cases, our clients have been able to save millions of dollars from our involvement in the negotiation process. Additionally, implementation plans must be closely managed to ensure intended objectives are achieved as scheduled. Our consultants are known for successfully managing demanding implementation schedules.
Shaping the Message
Curcio Webb’s investment consultants also understand that communication, from senior management to the participant, is vital to effective plan implementation and adoption. Curcio Webb will work with you to shape educational materials and messages that effectively communicate the objectives and implementation of your plan. Our consultants welcome the opportunity to participate in the delivery of messages to the appropriate audience.