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Annual Retirement Plan Audit: 11 Common Concerns From an Auditor’s Perspective

Does your organization’s plan require an annual audit? Review the issues that may lead to litigation and regulatory breach exposure for retirement plan fiduciaries.

The 4 Things You Can Do Right Now to Kickstart a Healthy Spending Plan

Learn how to build a sustainable and effective budget that focuses on your personal goals and lifestyle in the new year.

Estate Planning for Your Retirement Accounts: Five Recommendations for Getting It Right

An estate plan is not complete until you take a close look at retirement accounts to identify the appropriate designated beneficiaries, take steps to instate additional protections, and proactively allocate charitable funds.

Implications of the IRS’ Expanded Self-Correction Program Under EPCRS

The expansion brings about a welcome change for plan sponsors, as the prior alternative required the IRS be notified and provide approval for the correction.

How Physicians Can Overcome Financial Instability

When physicians take time to fully understand their finances and create actionable plans for increased stability, they are able to alleviate many of the associated fears and challenges and ultimately reach a place of financial wellness.

The Key Partners That Help Build a Successful Retirement Plan

Important questions as you consider all of the potential providers and how they will work together to meet the needs of your practice’s plan.

Understanding 3(21) and 3(38) Fiduciary Services for Your Practice’s Retirement Plan

As lawsuits continue to be filed against retirement plan sponsors, it’s important for practice leaders to recognize how a plan advisor can help limit exposure.

What Practice Leaders Need to Know About Target-Date Funds

Retirement plan sponsors need to be aware of their plan’s target-date series and what’s most appropriate for their staff.

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Curi Wealth Management, LLC, dba Curi Capital is an investment adviser in Raleigh, North Carolina. Curi Capital is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Curi Capital only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Curi Capital's current written disclosure brochure filed with the SEC which discusses among other things, Curi Capital's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.