Practical insights and helpful tools designed to keep your practice running smoothly.

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.

How Competency Models Give Practice Employees the Tools to Succeed

Identifying a specific set of employee competencies that complement practice culture can help build a model for organizational success.

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.

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.

Proposed Changes to Stark Law & Anti-Kickback Statute Ease Burden of Value-Based Care Arrangements

Proposed revisions are intended to promote the adoption of value-based care arrangements by easing the burden of compliance on participating providers.

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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