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Could a Cash Balance Retirement Plan Be Right for Your Practice?

Cash balance retirement plans are the fastest-growing type of retirement plan in the nation and could serve as an excellent tool for practices to help employees make the most of their money.

Meet the Curi Capital Team: Spotlight on Joe Dillon, Retirement Plan Solutions

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion necessary to…

What Matters Most: Curi Capital’s Q4 2019 Market Commentary

Using insight from 2019, investors need to zero-in on the events that can truly impact their investments without getting distracted by things that simply don’t matter.

SECURE Act Changes the Game for American Retirement Planning

Understanding the implications of recent financial legislation and its impact on your 2020 financial plan.

8-Point Checklist for Year-End Financial Planning

This checklist of common year-end “action items” is a useful guide to help determine where you are in your financial plan and how you should proceed to make the most of the coming year.

What Plan Sponsors Need to Know About the Final IRS Hardship Distribution Regulations

A summary of the changes related to hardship distributions along with the mandatory and optional rules that retirement plan sponsors need to implement.

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.

Six Steps to Keep Your Retirement Plan Assets Safe

As threats of cyber fraud continue to grow, it’s important to educate your plan participants on how to secure their retirement savings accounts.

Steady As She Goes: Curi Capital’s Q3 2019 Market Commentary

The factors driving the market (and our outlook) remain consistent from last quarter despite some surprising headlines.

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