54 episodes

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.

The World of Multiemployer Benefit Funds Podcast Traci Dority-Shanklin

    • Business
    • 5.0 • 5 Ratings

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.

    Financial Literacy Highlights

    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...

    • 8 min
    Navigating Healthcare Coverage

    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.comwww.sisupartnersllc.com

    • 15 min
    Communicating Financial WellBeing Tools

    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.comwww.sisupartnersllc.com

    • 22 min
    The Importance of Financial WellBeing

    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 ...

    • 20 min
    Happy Thanksgiving to our Multiemployer Family!

    Happy Thanksgiving to our Multiemployer Family!

    Support the Show.Contact:traci@mutliemployerfunds.comwww.sisupartnersllc.com

    • 6 min
    Happiness and the Defined Benefits Plan with David Blumenstein

    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. ...

    • 34 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

David Blumenstein, CEO, Segal ,

One-of-a-kind Podcast About A Best Kept Secret in the Benefits World

A “one-of-a-kind” educational and inspirational podcast about all things related to multiemployer retirement and health funds. If you know what they are, you’ll be able to go deeper and gain more insight. If you don’t, you’ll love learning about these amazing vehicles that provide benefits peace of mind to millions of workers and their families. Listen in…you’ll be glad you did!

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