How to Conduct an RFP for a Benefit Plan

Curcio Webb has partnered with more than 400 clients over the past 23 years to help our clients improve employee benefits administration.  This work spans retirement (defined contribution and defined benefit) and health & welfare administration.  Jamie and Sid are going to share a benefits administration market perspective including:

• Common client objectives and challenges (across employee engagement, financial due diligence, and risk mitigation)
• When to conduct a search versus a targeted contract renewal
• Participant needs
• Marketplace trends/providers
• Ways to mitigate risk in your provider agreements

Event Details

When:

Thursday, February 13, 2020

11:30am to 1:00pm

Where:

Phoenix Country Club

2901 N. 7th Street

Phoenix, AZ 85014

Sid Mendelson

Sid Mendelson is a Principal at Curcio Webb. With over 35 years of benefits strategy experience, Sid is responsible for many of Curcio Webb’s client relationships.  He frequently assists clients with their benefits delivery strategy decisions and has a strong understanding of client challenges and marketplace solutions.  Sid spent 15 years as the leader of business development for Kwasha Lipton and PWC—PwC acquired Kwasha Lipton in 1997.  He earned a BS in Special Education from Utah State University.

Jamie Curcio

Jamie Curcio is a founder of Curcio Webb, along with Gordon Webb.  She has supported several hundred clients across all industries.  Jamie has a deep understanding of the technical and operational aspects of benefits administration across retirement and health & welfare, along with a solid understanding of the marketplace.  Prior to Curcio Webb, Jamie was a Principal at Foster Higgins.  She earned a BS in Computer Science from Northern Illinois University.

(Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to info@wpbcphoenix.org.  

The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter event