The World of Multiemployer Benefit Funds Podcast

Traci Dority-Shanklin
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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.

  1. 06/08/2023

    Financial Literacy Highlights

    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 paycheck to paycheck. Win the credit card debt floating game, and discover your core money values. Support the show Contact: traci@mutliemployerfunds.com www.sisupartnersllc.com

    8 min

  2. 02/09/2023

    Navigating Healthcare Coverage

    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 participants.  Support the show Contact: traci@mutliemployerfunds.com www.sisupartnersllc.com

    16 min

  3. 01/17/2023

    Communicating Financial WellBeing Tools

    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 delivers access to those participants. Support the show Contact: traci@mutliemployerfunds.com www.sisupartnersllc.com

    22 min

  4. 01/06/2023

    The Importance of Financial WellBeing

    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 Jennifer Schuster and Josh Meyers from Segal Benz Communications, a firm that works with multiemployer plan sponsors to enhance the communication and the delivery of financial tools. Support the show Contact: traci@mutliemployerfunds.com www.sisupartnersllc.com

    20 min

  5. 11/23/2022

    Happy Thanksgiving to our Multiemployer Family!

    Support the show Contact: traci@mutliemployerfunds.com www.sisupartnersllc.com

    7 min
  6. Happiness and the Defined Benefits Plan with David Blumenstein

    11/17/2022

    Happiness and the Defined Benefits Plan with David Blumenstein

    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 9% happier than those without a pension. David Blumenstein, President and CEO of Segal, returns to the podcast. David shares his thoughts on why union workers are more satisfied with their retirement plans and how following curiosity instead of passion can lead to personal happiness. RESOURCES: In Part 1, David, shares his family's amazing story of hope and perseverance during the Holocaust. Here is the link to that episode: https://www.buzzsprout.com/412150/11529319-an-inspiring-holocaust-story-and-segal-s-mission.mp3?download=true For more about David's Family Holocaust story, here are the links: Regional Emmy Award and National Emmy Nominated Film - Finding Family  https://vimeo.com/544128302  David's father donated his trove of Holocaust material to the Cincinnati Holocaust and Humanities Center and the US Holocaust Memorial Museum. Here is a link to the US Holocaust Memorial Museum information. https://collections.ushmm.org/search/catalog/irn520490  For the PDF book co-authored by David's father, which includes the 150 translated letters, David's grandmother wrote his grandfather during the war. Please email traci@multiemployerfunds.com. This book gives an actual perspective of daily life as a refugee and the desperate struggle of a mother to find a way out of Europe. It includes the broader story of what happened to Jews during WWII and what the world was aware of as the exterminations were being carried out.  Support the show Contact: traci@mutliemployerfunds.com www.sisupartnersllc.com

    34 min
  7. Multiemployer Benefit Plans Provide Peace of Mind

    11/09/2022

    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, #ARPA Support the show Contact: traci@mutliemployerfunds.com www.sisupartnersllc.com

    15 sec

  8. 11/03/2022

    An Inspiring Holocaust Story and Segal's Mission

    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 resources, investment, fiduciary insurance, communication, and technology.) David Blumenstein is a frequent speaker at benefits, conferences, and other industry forums, and a published author on health care and retirement benefits topics. In the episode, David tells us about his family’s historical Holocaust story, and how he emerged in this career. For more about David's Family Holocaust story, here are the links: Regional Emmy Award and National Emmy Nominated Film - Finding Family  https://vimeo.com/544128302  The Cincinnati Holocaust and Humanities Center also produced a shorter "slide show" about David's father's life.  https://storymaps.arcgis.com/stories/0a1efdd9ac764f9eaefb19eea7c007e1  David's father donated his trove of Holocaust material to a combination of the Cincinnati Holocaust and Humanities Center and the US Holocaust Memorial Museum. Here is a link to the US Holocaust Memorial Museum information. https://collections.ushmm.org/search/catalog/irn520490  For the PDF book co-authored by David's father, which includes the 150 translated letters, David's grandmother wrote his grandfather during the war. Please email traci@multiemployerfunds.com. This book gives an actual perspective of daily life as a refugee and the desperate struggle of a mother to find a way out of Europe. It includes the broader story of what happened to Jews during WWII and what the world was aware of as the exterminations were being carried out.  Support the show Contact: traci@mutliemployerfunds.com www.sisupartnersllc.com

    30 min
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Ratings & Reviews

5
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5 Ratings

About

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.

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