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Invest wisely and mitigate risk with Curi Capital Retirement Plan Solutions.

Our team helps the people in your organization take the first steps toward a secure retirement.

Our comprehensive approach is designed to improve outcomes for your employees.

Our Institutional Services

Fiduciary Process Management
Comprehensive and ongoing advice, fiduciary support, and training, to help mitigate potential liabilities

Service Provider Management
Assistance in managing all of your vendor relationships, including fee benchmarking, product and service evaluation, and new provider selection

Investment Management
Menu design, investment selection and monitoring, and recommendations when changes are necessary

Target Date Fund Consulting
Advanced suitability process aimed at identifying a target date series that is right for your plan

Plan Design Optimization
Assessments of various plan design options to explore how potential changes may increase participants’ retirement readiness and impact the organization’s bottom line

Employee Engagement
Custom plan designed to improve outcomes and increase financial wellness.

 

Fill out the form below for a free, comprehensive review of your practice’s retirement plan, including a fee benchmark and detailed analysis of your investment options. Our Curi Capital team is ready to help.