News & Knowledge

September 17, 2020April 6, 2023Well-Being

National Physician Suicide Awareness Day—A Time to Reflect on Physician Well-Being

Curi explores the implications of additional stress and anxiety on healthcare workers during the COVID-19 pandemic.

March 30, 2020April 6, 2023COVID-19 | Health Policy

Economic Injury Disaster vs. Paycheck Protection Plan Loans During COVID-19: Exploring What’s Best for Your Practice

Our SVP of Finance summarizes these two loan types, made more widely available to businesses through the recent passage of the CARES Act.

March 27, 2020April 6, 2023COVID-19 | Health Policy | Wealth Management

Congress Passes $2.1 Trillion CARES Act in Response to the COVID-19 Epidemic

Curi Capital summarizes key takeaways and implications of the act for small business and individuals.

November 22, 2019April 6, 2023Wealth Management

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.

November 22, 2019April 6, 2023Practice Management | Wealth Management

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.

November 22, 2019April 6, 2023Practice Management | Wealth Management

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.

September 26, 2019April 6, 2023Wealth Management

Four Key Questions for Back-to-[Saving-for]-School Season

The importance of understanding your full financial picture before setting up any savings or investment programs for your family.

August 29, 2019April 6, 2023Practice Management | Wealth Management

How to Know If Your Practice Should Allow Voluntary After-Tax Contributions

As interest in after-tax contributions grows, plan sponsors should consider team compensation before allowing these contributions to become part of the practice’s 401(k) plan.

August 28, 2019April 6, 2023Health Policy | Wealth Management

Will 2019 Be the Year of Retirement Reform?

A closer look at the SECURE Act, and how this legislation may affect your practice’s retirement plans.

August 19, 2019April 6, 2023Practice Management | Wealth Management

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.