News & Knowledge
The Importance of ERISA Plan Administrators
It’s not uncommon for Defined Contribution (DC) plan fiduciaries to be confused about the responsibilities of their retirement plan administrator. However, if you serve in a fiduciary role for your…
Meet the Curi Capital Team: Spotlight on Caleb Sanderson, 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 to help…
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…
Understanding the Retirement Plan Provisions of the Federal CARES Act
Curi Capital summarizes key implications of the act for retirement plans and plan participants.
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.
Key Learnings from Prominent Retirement Plan Class Action Lawsuits in Q3
A review of three cases that point back to the importance of regularly assessing the service providers for your organization’s retirement plan.
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.