53 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.

    Navigating Healthcare Coverage

    Navigating Healthcare Coverage

    This is the final part of my conversation with Josh Meyer and Jennifer Schuster from Segal Benz Communication. We are rejoining the conversation as we pivot our discussion to health care communication. In this episode, we will discuss how multi-employer plans are using customized communication to simplify navigating health care coverage for participants. 
    Support the showContact:
    traci@mutliemployerfunds.com
    www.multiemployerfunds.com

    • 15 min
    Communicating Financial Well-Being Tools

    Communicating Financial Well-Being Tools

    In Part 2 of the conversation with Jennifer Schuster and Josh Meyer from Segal Benz Communications, we discuss how Segal aggregates information and financial tools then delivers access to multiemployer plan participants. Knowing you have financial planning tools is the first step on anyone's path to financial well-being. 
    Support the showContact:
    traci@mutliemployerfunds.com
    www.multiemployerfunds.com

    • 22 min
    What is Financial Well Being?

    What is Financial Well Being?

    Most Americans are under-prepared for retirement. Many studies point to a potential retirement crisis. The most sophisticated models imply that anywhere from 25 to 50% of US households, preparing for retirement will end up short of the savings needed. According to the National Library of Medicine, 40% of personal bankruptcies are because of excessive bills. Financial well-being is more than just about our ability to pay our bills or retire with dignity. Financial well-being impacts every area of our lives and is critical to our overall quality of life. Financial well-being is so vital that multiemployer benefit funds actively seek ways to communicate the available tools and resources and educate plan participants. Traci welcomes Jennifer Schuster and Josh Meyers from Segal Benz Communications, a firm that specializes in consolidating and directing multiemployer plan participants on available financial planning tools.
    Support the showContact:
    traci@mutliemployerfunds.com
    www.multiemployerfunds.com

    • 20 min
    Happy Thanksgiving to our Multiemployer Family!

    Happy Thanksgiving to our Multiemployer Family!

    • 6 min
    The Design of The Multiemployer Benefits System

    The Design of The Multiemployer Benefits System

    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)host Traci Dority-Shanklin (Managing Partner at Sisu Partners) talks with David Blumenstein, President, and CEO of Segal. They talk about the distinctive structure of multi-employer benefit funds and their essential contribution to the lives of thousands of working men and women.

    RESOURCES:

    In the part 1 of my conversation with David, he tells 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 
    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 showContact:
    traci@mutliemployerfunds.com
    www.multiemployerfunds.com

    • 34 min
    Multiemployer Benefit Plans Provide Peace of Mind

    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 showContact:
    traci@mutliemployerfunds.com
    www.multiemployerfunds.com

    • 15 sec

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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