The World of Multiemployer Benefit Funds Podcast

Jun 08 2023 54 ep. 25 mins 1

The World of Multiemployer Benefit Funds Podcast artwork

Perhaps you've heard about pension reform on the news? Multiemployer benefit funds provide retirement, paid sick leave, vacation, and other paid benefits to millions of middle and working-class Americans and retirees, but these funds are complex. Join Traci Dority-Shanklin, the client and union advocate with over 20 years of managing Taft-Hartley funds, as she navigates the complex world of Taft-Hartley and speaks with the experts who help guide these plans. Guests will share the latest developments, their personal stories, and their perspectives as they help unlock the mysteries of these funds.

Copy RSS

Subscribe on Podcast Addict

Financial Literacy Highlights

Jun 08 2023 8 mins

One in five adults will experience an unexpected medical bill. Sixty percent of non-retirees do not believe their retirement savings are on track, and an alarming 25 to 50% of US households who have done some preparing for retirement believe that they will end up short of the savings needed to retire. Check out my course, Unlocking Financial Wellbeing, if you want to stop living pa

Navigating Healthcare Coverage

Feb 09 2023 15 mins

Navigating healthcare coverage can be confusing and frustrating. Every time there's a new regulation, it makes the healthcare system that more complicated. Josh Meyer and Jennifer Schuster from Segal Benz Communications are back for their final installment and share some ways that multiemployer plans customize communication to simplify navigating healthcare coverage for their parti

Communicating Financial WellBeing Tools

Jan 17 2023 22 mins

Knowing that you have financial planning tools is the first step on the path to financial wellbeing. Jennifer Schuster and Josh Meyer from Segal Benz Communications return to the podcast and share some tips and tools of how they communicate financial wellbeing to their Taft-Hartley clients. Segal Benz aggregates information and financial tools for multiemployer plans and then deliv

The Importance of Financial WellBeing

Jan 06 2023 20 mins

An alarming 50% of Americans are under-prepared for retirement, and 40% of personal bankruptcies are caused by excessive bills. Financial wellbeing impacts every area of our lives and is important to our overall quality of life, but what does it take to have financial wellbeing? It takes financial literacy and planning, but you first must know where to start. Traci welcomes Jennife

Happy Thanksgiving to our Multiemployer Family!

Nov 23 2022 6 mins

Support the showContact:[email protected]

Happiness and the Defined Benefits Plan with David Blumenstein

Nov 17 2022 34 mins

The type of pension plan you have may play a role in happiness and retirement. According to a 2000 poll conducted by the Center for Retirement Research, retirees with a defined benefit plan were 5.6% happier than retirees with no pension while those with a defined contribution plan were only 4.6% happier. However, retirees with both a defined benefit and a defined contribution were

Multiemployer Benefit Plans Provide Peace of Mind

David Blumenstein, President and CEO of Segal, shares how multiemployer benefit funds provide peace of mind for participants. Listen to part one of our conversation at https://www.multiemployerfunds.com/ #multiemployerfunds, #benefitplans, #solutionsprovider, #ARPASupport the showContact:[email protected]

An Inspiring Holocaust Story and Segal's Mission

Nov 03 2022 30 mins

In today’s episode of the ‘The World of Multiemployer Benefit Funds’ (Where experts share their insights and stories on busting myths about the labor movement). Today the host Traci Dority-Shanklin (Managing Partner at Sisu Partners) talks with David Blumenstein (President, and CEO of Segal. Segal provides various consulting services including actuarial health benefits, human

David Blumenstein: Best Kept Secret

Support the showContact:[email protected]

Bob Alvarado Tribute Final

Sep 06 2022 1 mins

Support the showContact:[email protected]