Retour

Explorez tous les épisodes du podcast The World of Multiemployer Benefit Funds Podcast

Plongez dans la liste complète des épisodes de The World of Multiemployer Benefit Funds Podcast. Chaque épisode est catalogué accompagné de descriptions détaillées, ce qui facilite la recherche et l'exploration de sujets spécifiques. Suivez tous les épisodes de votre podcast préféré et ne manquez aucun contenu pertinent.

Rows per page:

1–50 of 54

TitreDateDurée
Financial Literacy Highlights 08 Jun 202300:08:27

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

Navigating Healthcare Coverage09 Feb 202300:15:52

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

CWA Organizing: White-Collar Power26 May 202200:25:05

White-collar organizing sweeps the Tech and Game Industry! Learn how the Communication Workers of America (CWA) is converting non-traditional industries like college campuses, newspapers, and the Tech and Game Industry into union shops. CWA District 3 organizing coordinator and grassroots activist, Cassie Watters, gives us the skinny on what motivates these white-collar workers to organize and how the CWA supports these digital employees.

 

Some highlights from CWA Organizing: White-Collar Power:

 04:10 – Campus Workers Fight Back

10:14 – WILL)Empower

13:03 – The Importance of Mentors and Mentorships

16:23 – CODE: Coalition to Organize Digital Employees


https://www.willempower.org

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

CWA Organizing: Tech and Game Workers12 May 202200:24:27

White-collar workers are organizing labor unions at Tech & Game, nonprofits, college campuses, and now comic book workers. CWA District 3 organizing coordinator and grassroots activist, Cassie Watters, explains why these workers are turning to the Communications Workers of America to help them organize and how the CWA is supporting them.

Some highlights from CWA Organizing: Tech and Game Workers: 

04:10 – Campus Workers Strike Back
10:32 – CWA and Jobs with Justice
13:03 – The Importance of Mentorship
16:23 – CODE: Coalition to Organize Digital Employees



Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Has Worker Unrest Sparked a New Labor Movement?21 Apr 202200:24:53

Low pay, no opportunity for advancement, and feeling disrespected topped the list of reasons why millions of workers quit their jobs in 2021. With union organizing in Big Tech, Starbucks, and Amazon and labor unions enjoying high popularity with workers across the country, could this be the beginning of a new labor movement? Arelia Valdivia and Francisco Diez from the Center for Popular Democracy are here to share some insight into the Great Resignation and what is driving worker unrest.

Some highlights from Has Worker Unrest Sparked a New Labor Movement:

01:29 – A Shortage of Good Jobs
06:23 – It’s More than Just Pay!
10:20 – The New American Majority
15:25 – The FIX UI Campaign

 The CPD’s FIX UI Campaign

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The CPD's Case for Unemployment Insurance Reform07 Apr 202200:23:45

Lockdowns and the coronavirus pandemic laid bare our inept and patchwork unemployment system. Iceland supported its citizens with 30 months of unemployment benefits while US workers barely received six months of benefits. Arelia Valdivia and Francisco Diez are here from the Center for Popular Democracy to explain why our current UI system desperately needs reform and how all workers, both employed and unemployed, can help fix it.

Some highlights from The CPD’s Case for Unemployment Insurance Reform:

01:21 – Meet the Center for Popular Democracy
08:37 – The Sad State of UI Benefits for US Workers
12:49 – An Employer’s Perspective on UI
15:25 – The FIX UI Campaign

The CPD’s FIX UI Campaign

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Defined Benefit Plans and the Case of the Disappearing Demographics24 Feb 202200:23:25

Traditional defined benefit plans provide retirees with a guaranteed lifetime pension. However, workers participating in these DB plans have fallen from 38% to 20% between 1980 and 2008. Steve McCourt, the co-CEO and Managing Principal at Meketa Investment Group, shares some insight into the Great Resignation and the shifting demographics in the workforce.

Some highlights from Defined Benefit Plans and the Case of the Disappearing Demographics:

02:29 – The Fuzzy Math Problem
06:42 – Could We See a Rolling Series of ARPAs?
10:17 – Not a Blunt Hammer
16:34 – Is Blockchain Technology on the Horizon for Defined Benefit Plans?

If you'd like to read or view the Meketa white paper, Cryptocurrencies: Bitcoin, Blockchain, and Institutional Investors click HERE

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The Pandemic's Punch on Pension Funds Revisited10 Feb 202200:20:07

Two years ago, Steve McCourt, the Managing Partner and co-CEO of Meketa Investment Group shared his thoughts on the pandemic’s impact on pension funds. However, it was too early in the pandemic, so there were too many unknowns. Steve returns with an update on how the market, trustees, pension funds, and technology have all responded to the disruption.

Some highlights from The Pandemic’s Impact on Pension Funds Revisited:

01:36 – In Our Previous Conversation…
03:38 – The Bull Market Charges Ahead
07:46 – The Pandemic’s Impact on the Trades
13:06 – It’s a Brave New Virtual World

www.meketa.com

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Lockdowns, Social Isolation and Children's Mental Health27 Jan 202200:27:21

UNICEF reported that 1 in 7 children have been negatively impacted by the pandemic lockdowns. And more than 1.6 billion children have suffered from some loss of education. The co-founders of Virtual Milestones Academy, Megan Cawlfield, a pediatric speech-language pathologist, and Emily Roberts, an occupational therapist, expose the cracks in our disjointed healthcare system and support parents with finding holistic, family-centered solutions. 

Some highlights from Lockdowns, Social Isolation and Children’s Mental Health:

04:35 – Navigating Mental Health with Virtual Milestones Academy
10:19 – Early Intervention
14:27 – 1 out of 6 Children
15:44 – Find the Positive in the Pandemic
19:32 – Falling Down the Rabbit Holes

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The 2021 Hybrid Retirement Recap Show13 Jan 202200:28:04

Host, Traci Dority-Shanklin, recaps her 2021 discussions about pension reform and hybrid retirement solutions for failing multiemployer plans. With the help of several guests from previous podcasts, Traci highlights potential solutions and recounts events that drove these plans to the breaking point. Past guests include AFL-CIO president, Liz Shuler; UFCW Local 21 president, Faye Guenther; Executive Director of NIRS, Dan Doonan; Executive Director of NCCMP, Michael Scott; labor organizer and co-founder of Unionbase, Larry Williams Jr; and consulting actuary from Cheiron and co-author of The Hybrid Handbook, Elizabeth Wiley.

Some highlights from the 2021 Hybrid Retirement Recap Show:

03:35 – A Generational Cynicism about Retirement Plans
09:59 – Drawbacks of a Defined Contribution Plan
13:04 – Building the Right Hybrid Plan
16:08 – The Hybrid Plan Case Studies
22:59 – Future Retirement Security for All Americans

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

UFCW Local 21 and the Coronavirus Pandemic16 Dec 202100:22:51

Imagine taking office as president of the nation’s largest UFCW local at the beginning of the coronavirus pandemic. Suddenly, healthcare and grocery store workers are declared essential frontline workers, but essential workers should have enough money to buy food, have a roof over their heads, and lead lives that are essential. UFCW Local 21 president, Faye Guenther, talks about how coronavirus upended the playing field and contract negotiations but ushered in beautiful acts of solidarity from their extended union family beyond the UFCW.

Some highlights from UFCW Local 21 and the Coronavirus Pandemic include:

03:07 – The First COVID Case
08:37 – Talking to 100,000 Members
11:20 – COVID Safety Protocols and Essential Workers
14:26 – Growing up in Rural Oregon
17:32 – 100 People Leading

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The 4500: Identifying and Recruiting the Next Generation of Labor Leaders02 Dec 202100:22:57

The UFCW Local 21 set an ambitious goal of identifying, recruiting, and training 4500 of the next generation of labor leaders over the next two years. How is that effort going? Luckily, Faye Guenther, the president of UFCW Local 21, is here to give an update and share how laughter helped bring her diverse team together.

Some highlights from the 4500: Identifying and Recruiting the Next Generation of Labor Leaders include:

01:17 – Rethinking the Idea of Team
06:17 – Diversity and Inclusion at the UFCW Local 21
08:24 – Listening and Talking with Members
11:07 – Identifying, Recruiting & Training 4500 Leaders
14:05 – The Initiatives: From Social Justice to Legal Cannabis
16:55 – Retirement and Unionism

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Communicating Financial WellBeing Tools17 Jan 202300:22:15

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

UFCW Local 21 and the Saga of the Variable Annuity Plan04 Nov 202100:28:52

If your union or employer’s defined benefit plan was in critical and declining condition and facing insolvency, would you consider a hybrid retirement solution to fix it? That’s exactly how the UFCW Local 21 turned their red-zone plan back to green. UFCW Local 21 president, Faye Guenther, shares the bold steps taken by her UFCW family when they switched from their legacy plan to a variable annuity pension plan (VAPP).

Some highlights from UFCW Local 21 and the Saga of the Variable Annuity Plan include:

04:17 – A Red-zone Plan in a Death Spiral
08:14 – The First Big Challenge 
10:36 – Kroger and the VAPP
16:44 – The Employer Reactions
19:48 – The Variable Annuity Plan and the Path Forward

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Not All Hybrid Plans Are Created Equal21 Oct 202100:32:22

A hybrid retirement plan combines parts of a defined benefit plan with parts of a defined contribution plan. Dan Doonan, the Executive Director of the National Institute on Retirement Security, and Elizabeth Wiley, a consulting actuary at Cheiron, wrote the book on hybrid plans – literally! Dan and Elizabeth penned The Hybrid Handbook, a white paper on hybrid retirement plans in the public sector. Listen as they share their insights on these plans along with some of their favorite case studies. 

Some highlights from Not All Hybrid Plans Are Created Equal include:

01:27 – Hybrid Retirement Plans: The Case Studies
06:30 – The Best Time to Plant a Tree…
10:56 – Unfunded Liabilities and a Cause for Concern
14:35 – Risk Sharing vs Risk Shifting
19:03 – The Efficiency of Pensions vs Defined Contribution
24:30 – Thoughts on Pension Reform

Click on The Hybrid Handbook if you'd like to read or download a PDF of Dan and Elizabeth's white paper.

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Hybrid Retirement Plans 101 with Dan Doonan & Elizabeth Wiley07 Oct 202100:32:55

Hybrid retirement plans are becoming a viable option to the traditional defined benefit and defined contribution plans, but what are they? And who are they right for? Dan Doonan, the Executive Director of the National Institute on Retirement Security, and Elizabeth Wiley, a Cheiron consulting actuary, co-authored The Hybrid Handbook, where they outline various public hybrid retirement plan structures. Dan and Elizabeth demystify these plans and explain why some struggling multiemployer plans should consider a hybrid option.

Some highlights from Hybrid Retirement Plans 101 include:

03:37 – The Hybrid Handbook
05:55 – The Spectrum: Defined Benefit & Defined Contribution
10:16 – Types of Hybrid Plan Structures
17:27 – Is Risk Sharing a Negative?
22:30 – Communication is Key

Click on www.nirsonline.org if you'd like to download or read a PDF copy of Dan and Elizabeth's "Hybrid Handbook" 

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

UnionTrack's Engage: The Union-Friendly App with Ken Green23 Sep 202100:36:31

Uniontrack’s Engage app combines union dues payment software, union membership communication software, and grievance tracking software into a web-based system. Uniontrack created the union-friendly app, and their CEO, Ken Green, explains how the Engage app solves workflow issues for unions and empowers the next generation of union members through technology.

Some highlights from Uniontrack’s Engage: The Union-Friendly App include:

03:35 – Solving Union Workflow Issues
09:17 – Unifying Union Operations
13:54 – Leverage Technology for Organizing
19:06 – Connecting & Communicating with Engage
21:07 – Dispelling Myths About Labor
25:32 – Building a Movement with Technology

https://www.uniontrack.com

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Union Matters: the Brotherhood & the Sisterhood with Elizabeth Murray-Belcaster09 Sep 202100:28:11

The union brotherhood and sisterhood are committed to more than its own membership. When 9/11 happened, the Teamsters mobilized truckloads of cell phones and radios to rescue workers. Elizabeth Murray-Belcaster, the CEO of EMB Consultants who consults on training to placement programs with the Department of Defense and trade unions, rejoins the podcast. Elizabeth shares how the brotherhood and the sisterhood have impacted diversity, three presidential administrations, and the Department of Defense’s SkillBridge program.

Some highlights from Union Matters: The Brotherhood & the Sisterhood include:

02:01 – Will the Welder
06:38 – Industry Stakeholders and Millennials
11:07 – Obama, Trump, and Biden…
14:26 – The Only Woman in the Room
19:50 – Union Proud: The Teamsters!

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Union Matters: Veteran Training Programs with Elizabeth Murray-Belcaster26 Aug 202100:30:42

Labor unions provide workers with better wages and safer workplaces, but did you also know that they train transitioning military veterans in career pathways for civilian life? Our next guest develops and implements veteran training to placement programs with the Department of Defense and labor unions. The CEO of EMB Consultants, Elizabeth Murray-Belcaster, shares her experiences with the DOD’s SkillBridge program and why more organized labor should invest in these programs.

Some highlights from Union Matters: Veterans Training Programs include:

01:48 – Getting Endorsements
06:26 – Transition is a Culture!
11:45 – Nothing Happens in a Vacuum
14:57 – Why Aren’t We Doing These Programs Everywhere?
18:44 – Case Studies: the Teamsters and Utility Workers of America
25:45 – The DOD’s SkillBridge Program

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The Value of Union Membership with Liz Shuler13 Aug 202100:29:37

You may know that union workers make more money than non-union workers, but did you know that 92% of union workers have a guaranteed pension compared to only 68% of non-union workers? Liz Shuler, the secretary-treasurer of the AFL-CIO, joins Traci on the podcast to discuss the future of defined benefit plans, the union brand, and busting her favorite myths about organized labor.

Some highlights from The Value of Union Membership with Liz Shuler include:

01:46 – Understanding the Value of Union Membership
06:29 – The Future of Defined Benefit Plans
09:30 – The Pension Model Evolves
13:38 – Union Myth-Busting
16:55 – The Digital Revolution and Union Innovation
22:06 – Racial Justice and a Blueprint for Change

https://aflcio.org

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Meet the AFL-CIO Secretary-Treasurer, Liz Shuler29 Jul 202100:28:59

Did you know that the labor movement is the largest organization of working women in the nation? On December 11, 1961, Dr. Martin Luther King Jr told the AFL-CIO, “The two most dynamic and cohesive liberal forces in the country are the labor movement and the Negro Freedom movement. Together, we can be architects of democracy.” Liz Shuler, Secretary-Treasurer of the AFL-CIO, joins Traci on the podcast to talk about how the labor movement and the AFL-CIO are supporting women, minorities, and the next generation of workers.

Some highlights from Meet the AFL-CIO Secretary-Treasurer, Liz Shuler include:

03:01 – Liz’s Journey to the AFL-CIO
07:55 – “Women of Steel”
12:03 – Union Favorability and Goodwill towards Labor Unions
15:40 – Let’s Pass the PRO-Act!
18:02 – Biden’s Interagency Task Force
21:09 – Next Step and the Young Worker

https://aflcio.org

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Amazon and the Future of the Gig Economy with Larry Williams Jr15 Jul 202100:32:26

Companies like Amazon, Uber, Doordash, and Lyft have big advantages against organized labor. Larry Williams Jr, the founder of Unionbase and a former co-founder of the Progressive Workers Union, returns to the podcast. He explains what elements are needed to run a successful union election campaign and the need for gig workers to have a voice at the bargaining table.

Some highlights from Amazon and the Future of the Gig Economy with Larry Williams Jr include:

01:53 – Assessing the Amazon Union Vote
07:17 – Millennials and the Pension Issue
11:45 – Are the Concerns of Millennials Being Addressed?
16:30 – President Biden and the PRO-Act
23:56 – The Unseen Plight of the Gig Worker

https://unionbase.org

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Unionbase and Organizing the Next Generation with Larry Williams Jr18 Jun 202100:26:54

Support for unions is at an all-time high across the country with 65% in favor! Three-quarters of new union memberships belong to Millennials and Gen Z. Larry Williams Jr., the founder of Unionbase, the nation’s first social media platform designed for labor, is Traci’s guest, and he’s here to tell us all about Unionbase and the role it plays for the next generation of labor organizers.

Some highlights from UnionBase and Organizing the Next Generation include:

01:10 – Larry’s Labor Journey
07:35 – Labor and Management are not Always Contentious
10:58 – UnionBase.org
17:04 – Millennials and White-Collar Organizing
22:04 – But... What About College?

Visit UnionBase.org, the first social media platform designed for the labor movement.

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The Importance of Financial WellBeing06 Jan 202300:20:15

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

The American Rescue Plan with NCCMP Director, Michael Scott04 Jun 202100:30:23

On March 11, President Biden signed the American Rescue Plan into law. Most of it was stimulus spending designed to rescue the economy from the coronavirus pandemic, but did you also know that it provides $86 billion for 10.7 million workers in 185 pension funds? Michael Scott, the director of the National Coordinating Committee for Multiemployer Plans, explains what this rescue means for these troubled pension plans and the retirees they serve.

Some highlights from The American Rescue Plan with NCCMP Director include:

01:22 – The Role of the NCCMP
04:14 – The Timeline of Pension Reform
10:27 – Low-Interest Loans or Partitions?
15:11 – The Purpose of the American Rescue Plan
19:34 – The Cost of Doing Nothing

If you'd like to read the PDF file of The American Rescue Plan, please visit:  www.congress.gov
Or check out the NCCMP website:  https://nccmp.org

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Mental Health "Help" Care in the Age of Covid14 May 202100:32:00

Coronavirus has disrupted mental health services in countries from all over the globe. Fear, isolation, loss of income and life have triggered mental health conditions and exacerbated existing ones in workers and families across the country. Janis DiMonaco, Ph.D., the founder of HMC HealthWorks, and Dr. Stephanie Straeter, the clinical director of Behavioral Health and Wellness at HMC HealthWorks, join Traci to talk about the mental stresses labor faces during a global pandemic and the need for mental healthcare, behavioral coaching, and patient advocacy.

Some highlights from Mental Health “Help” Care in the Age of Covid include:

02:03 – Marrying Our Passion with What We Do
05:49 – The HMC HealthWorks Approach to Healthcare
08:21 – Mental Stresses Labor Faces during a Global Pandemic
14:38 – That Personal Touch and Teletherapy
18:57 – Coaching: Not Everyone Needs Therapy
24:39 – How Do We Find These Resources?

Visit the HMC HealthWorks website:  https://www.hmchealthworks.com

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The Labor and Trust Community with Tera Clizbe30 Apr 202100:29:44

The labor and trust market presents any company with a unique set of needs and challenges for servicing their industry. Tera Clizbe, the vice president of Labor and Trust at Blue Shield of California, joins Traci on the podcast to discuss the changing needs of labor, the challenges they face with their healthcare, and how the community came together during a global pandemic.

Some highlights from The Labor and Trust Community with Tera Clizbe include:

03:22 – Aligned values with the Labor community
06:22 – A crazy year dealing with Covid
10:22 – Are trust funds thinking differently about healthcare?
17:58 – Access to affordable healthcare
21:57 – Leading the way in diversity, equity, and inclusion

If you're a union member and want to learn more about the Labor & Trust team at Blue Shield of California, visit their website:  www.blueshieldca.com

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The ABCs of the Pension Crisis26 Mar 202100:30:31

A handful of past guests help Traci summarize the pension crisis, recount the events that led us here and highlight the solutions making the rounds in Congress. Traci’s guests are Jason Russell, senior vice president and actuary from Segal Consulting; Russell Kamp, blogger, pension reform advocate, and managing director at Ryan ALM; Jack Marco, retired chairman of Marco Consulting; and John Elliot, a partner at New England Pension Consultants.

Some highlights from The ABCs of the Pension Crisis:

00:37 – 130 Plans in Crisis!
02:59 – How Did We Get Here?
07:38 – Partitions and the PBGC
09:59 – The “Goofiness” of MPRA
14:12 – Two Different Pension Reform Proposals
27:03 – Some Final Thoughts on Pension Reform…

Show highlights are compiled from past podcasts only available at www.multiemployerfunds.com

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The Pension Crisis: How We Got Here with John Elliot05 Mar 202100:36:32

The Central States Pension Fund (CSPF) serves 400,000 workers and retirees and is expected to become insolvent by 2025. Before the coronavirus pandemic, 130 plans were projected to run out of money over the next two decades, but now that number threatens to climb even higher. How did we get here? Who’s to blame? Will the new Democratic majority in both Houses of Congress act on much-needed pension reform? Taft-Hartley Consultant of the Year and partner at New England Pension Consultants, John Elliot, joins Traci on the podcast to help answer some of these pressing questions.

Some highlights from The Pension Crisis: How We Got Here include:

01:27 – From Weiss, Peck & Greer to NEPC
04:37 – The “Perfect Storm” of the 1990s and 2000s
07:52 – The Dreaded MPRA Cuts
09:43 – Why Pension Reform is Both a Democratic and a Republican Issue
11:17 – Variable Defined Benefit Plans
13:22 – The Mathematics of Hybrid Plans
18:43 – Dismantling the Fears of Hybrid Plans
20:47 – Union Membership and Millennials
29:38 – Macro Economy and the Price of Debt

If you'd like to learn more about New England Pension Consultants, visit their website:  www.nepc.com

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Pension Reform and the New Congress19 Feb 202100:18:02

Before the pandemic, 130 defined benefit plans were in danger of insolvency, but now that number has jumped to 200. Pension reform is needed more than ever, and the new Congress must act! Traci talks to retired Marco Consulting Chairman, Jack Marco, about pension reform, the new Congress, and some possible paths forward for these troubled plans.

Some highlights from Pension Reform and the New Congress include:

01:33 - A Way Forward for Pension Reform?
04:40 - Defend and Protect Worker Benefits – Not the PBGC!
07:41 – Government Bonds and the Butch-Lewis Act
10:42 – What About These Hybrid Plans?
13:33 – Testifying Before the House in 2010
15:39 – Democracy is a Verb!

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Democracy is a Verb with Jack Marco05 Feb 202100:28:42

Traci chats with retired CEO of Marco Consulting, Jack Marco, about his humble Chicago roots; his work with Senator Abner Mikva, and the founding of the Mikva Challenge. The Mikva Challenge launched its pilot program in the 1998-99 school year. Now, the Mikva Challenge transforms over 50,000 young people across three states with a curriculum of civics coupled with leadership skills and political participation.

Some highlights from "Democracy is a Verb" include:

01:30 – The Humble Beginning
03:50 – Meeting Abner Mikva
06:39 – The Mikva Challenge Begins…
09:53 – Mikva Challenge and the 2020 Election
13:33 – “Project Soapbox”
15:23 – Being Aggressive About Diversity
22:01 – Mikva Challenge Success Stories
24:56 – “Chicago Wears Condoms”

If you'd like to learn more about the Mikva Challenge, please visit their website:  www.mikvachallenge.org

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Doing Well by Doing Good with Brian Rathjen22 Jan 202100:34:21

Established in 1987, Roberts and Ryan became the first service-disabled, veteran-owned broker-dealer in the country. Roberts and Ryan president, Brian Rathjen, joins Traci Dority-Shanklin on the podcast to chat about his passions from supplier-diversity to helping the veteran community and Year Up, an inner-city youth mentoring program.

Some episode highlights included:

  • The First Service-Disabled, Veteran-Owned Broker-Dealer in the Country
  • Boulder Crest Retreat
  • A Crucible of Diversity
  • Making Strides in Wealth Management
  • Year Up: The Inner-City Youth and Internship Program
  • Creating Pipelines of Opportunity
  • PSDs: Poor, Smart, and Determined
  • OMWI: The Office of Minority and Women Inclusion and the RFP

If you'd like to learn more about YearUp or Roberts and Ryan, check out their websites:  www.yearup.org
Roberts and Ryan

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The Race Conversation: Building Diverse Partnerships with Randy Kinder-Part 208 Jan 202100:20:05

Former NFL running back and current president of the AFL-CIO Investment Trust Corporation, Randy Kinder joins host, Traci Dority-Shanklin, for the second part of their conversation. In this episode,  they discuss supplier-diversity and how the Investment Trust Corporation builds diverse partnerships as the country grapples with police brutality and the Black Lives Matter movement.

Some episode highlights include:

  • The ITC Approach to Building Diverse Partnerships
  • Company Push-Back: Meritocracy
  • Breaking Barriers: A Sports Metaphor
  • Conversations Matter!
  • Representation Matters: The Pathway Forward
  • People Will Listen
  • A Few Final Thoughts

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The Race Conversation: Inclusion Statements with Randy Kinder - Part 104 Dec 202000:18:53

Former NFL running back and current president of the AFL-CIO Investment Trust Corporation, Randy Kinder joins Traci to discuss the flurry of inclusion statements issued by financial companies and why they’re important in the wake of the Black Lives Matter movement.

  • The Randy Kinder Story: The Road to ITC
  • Remembering Who We Work For
  • The Race Conversation Intensifies
  • How Can Companies Achieve More Diversity
  • Are Corporate Inclusion Statements Enough?
  • Accountability: When Companies Fail

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Happy Thanksgiving to our Multiemployer Family!23 Nov 202200:06:43

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Discussing Racism and Modeling for Your Children with Nicole Lee-Part 320 Nov 202000:18:12

Diversity, equity, and inclusion expert, Nicole Lee, joins Traci Dority-Shanklin for the third and final installment of their conversation about talking to your kids about racism, Black Lives Matter, and the controversies around "skin tone agnosticism."

  • 01:08 - Teaching Children About Race
  • 03:16 - Being Polite: Growing Up in a Post-Civil Rights Society
  • 05:03 - How Children Pick-up Meaning
  • 08:51 - Skin Tone Agnosticism
  • 12:12 - The Cultural Issues of the Melting Pot Theory
  • 15:58 - Having the Hard Conversations

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Nicole Lee: The Diversity, Equity, and Inclusion Strategist-Part 106 Nov 202000:18:14

Educator and human rights advocate, Nicole Lee, joins Traci and shares her strategies around equity and inclusion in the workplace and the pitfalls of meritocracy.

  • Introducing Nicole Lee and Her Work in Diversity, Equity, and Inclusion
  • Diversity: Is it Really a Numbers Game?
  • How Does Your Company’s Diversity Report Card Fare?
  • The Research is In! Diverse Teams are More Collaborative
  • Folks Are Not Interested in Platitudes
  • Room for Growth: When Companies Admit, They Don’t Do a Good Job
  • Don’t Fall for the Meritocracy Trap
  • Luck is Not Meritocracy
  • The Real Issues: Qualifications, Access Points, Recruiting, & Retention

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Black Lives Matter Explained with Nicole Lee-Part 230 Oct 202000:17:23

Diversity, equity, and inclusion strategist, Nicole Lee, joins Traci for the second part of their diversity, equity, and inclusion conversation where they discuss the nuts and bolts of the Black Lives Matter movement and why elections matter.

  • 01:21 - What is Black Lives Matter?
  • 03:26 - Mike Brown’s Death in Ferguson
  • 05:17 - The Movement For Black Lives
  • 06:57 - Misguided Beliefs: What Black Lives Matter Really Stands For
  • 09:04 - People Are More Important Than Property
  • 13:40 - Voter Education and Civic Engagement
  • 14:32 - Local Elections Matter!

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The International Foundation President and Coronavirus with Wendell Young IV-Part 223 Oct 202000:31:59

Wendell Young IV, UFCW Local 1776 president and International Foundation president, joins Traci Dority-Shanklin for the second and final part of their conversation. Wendell opens up about his tenure as president of the International Foundation and the problems facing pension funds due to Covid-19.

  • 02:04 – What Is the International Foundation?
  • 04:51 – The Benefits of the International Foundation
  • 06:44 – The Economic Upheaval of Covid-19
  • 09:50 – It Ain’t Over Yet and Here’s Why
  • 12:49 – On the Front Line with the UFCW
  • 18:36 – The Benefit of Collective Bargaining
  • 19:42 – JBS: A Coronavirus Success Story 
  • 23:02 – The UFCW Leads the Way: Why Education Matters

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The Labor President from Civil Rights to Black Lives Matter with Wendell Young IV-Part 116 Oct 202000:27:09

Wendell Young IV, UFCW Local 1776 president and International Foundation president, joins Traci for a lively discussion about diversity and his presidency. Wendell shares his life growing up in the labor movement with his father during the Civil Rights era and how watching those challenges prepared him for today with Black Lives Matter, TimesUp, and the coronavirus.

  •  01:21 – The Beginning: The Wendell Young IV Story
  • 04:27 – Growth: From Philadelphia to Western Pennsylvania, Ohio, and Beyond
  • 05:26 – Diversity: From Food Processing to Cannabis and Alcohol
  • 08:15 – A Woman’s Place is in Leadership at the UFCW
  • 11:23 – The 60’s & Today: Rallies, Protests, & Picket Lines
  • 13:19 – On the Frontlines with Covid-19
  • 15:40 – Before Black Lives Matter and TimesUp: Has Anything Really Changed?
  • 20:22 – The Proactive Approach to Diversity
  • 24:19 – The Story of Aunt Sylvia

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Meet Stephen McCourt, Managing Principal and Co-Chief Executive Officer or Meketa Investment Group11 May 202000:38:10

Meet Stephen McCourt, Managing Principal and Co-Chief Executive Officer of Meketa Investment Group. Steve serves as the lead consultant for several institutional, public, Taft-Hartley, endowment, and non-profit funds.   

This episode is packed with a lot of essential thoughts as we all navigate the economic and business disruption caused by the COVID-19 pandemic.

Highlights include:

  • How multiemployer plan trustees are handling yet another economic crisis.
  • Steve's insights on how this disruption is shifting the execution of multiemployer plans meetings and reporting.
  • The adoption and future reliance on technology solutions for all fund business.
  • The likely shift in the way multiemployer plans will be conducting the funds business going forward.  
  • And much more!



Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Meet Jason Russell, Senior Vice President Segal Consulting01 Apr 202000:51:18

Meet Jason Russell, senior vice president and actuary with Segal who works with multi-employer pension plans across the country. Jason deals with a wide range of benefit plans, both healthy and distressed, in various industries.

Our conversation is about the immediate need to reform Defined Benefit Plan regulations. Jason explains the various proposals that could provide much-needed aid to sustain multi-employer plans. Not surprisingly, the economic impact of the coronavirus pandemic has heightened the need to include these plans in one of the proposed stimulus packages.  

Before the economic crisis caused by the coronavirus pandemic, there was 130 plan in critical-declining status with another 200 in critical condition. Jason explains the potential macroeconomic impact due to the strain on social safety nets in America if too many of these plans go insolvent. For additional information on the macroeconomic impact visit:

NCCMP: Cost of doing nothing

https://nccmp.org/wp-content/uploads/2018/05/Multiemployer-Pension-Crisis-The-Cost-of-Congress-Doing-Nothing-Updated-March-7-2019.pdf

Central States economic impact

https://www.voicesforpensionsecurity.com/economic-impact


Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Meet Brian Schroeder from OCIOMonitor.com11 Nov 201900:36:36

Increasingly, plan sponsors are redefining their investment consulting relationships by affording the consultant discretionary authority over investment decisions.  This concept is known as Outside Chief Investment Officer or OCIO.  As this is a relatively new development within the Taft-Hartley sector, we have asked Brian Schroeder of OCIO Monitor to provide some background on the trend and talk about how to evaluate the services provided by the consultant.

For a list of OCIO search providers, email Traci at traci@sisuinvestmentpartners.com

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Meet Trevor Shanklin, a District Union Representative with the UFCW Local 811 Oct 201900:16:41

While our podcast usually focuses on fund trustees and professionals, we thought it would be useful to get insight from someone working directly with plan participants on a daily basis.  Trevor Shanklin, union representative for UFCW Local 8, talks about how plan benefits are helping members cope with the financial challenges we all face today.  We hope you will listen in to hear this unique perspective.

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Meet Ron Surz, President of Target Date Solutions27 Sep 201900:23:47

Is it right just because everybody is doing it?  How much is too much?

Ron Surz, President of Target Date Solutions, has a long and distinguished career in institutional investment management and consulting. We asked Ron to participate in the Multi-Employer Benefit Fund Podcast to share his unique perspective on target date funds and the glide paths that various firms are using today.  Ron’s research suggests that the amount of risk these portfolios are exposed to around the time participants are retiring (both before and after) should be of great concern to plan sponsors and participants.  He provides compelling information to support his assertion and we think it deserves attention and discussion among trustees and their advisors.

You can also gain valuable insights and education about target date funds through the resources listed below.
Articles are available at:
https://targetdatesolutions.com/fiduciary-corner.html includes Ron's Metamorphosis book
https://targetdatesolutions.com/AgeSageHome.php https://info.glidepathwm.com/blog

Articles on investment manager due diligence are available at:
http://ppca-inc.com/WhitePapers/white_papers.htm

Books:
An Understanding & Selecting TDFs is available on request from me Ron@TargetDateSolutions.com or on Amazon at https://www.amazon.com/Fiduciary-Handbook-Understanding-Selecting-Target/dp/1633180115/ref=sr_1_1?keywords=surz&qid=1569251675&s=books&sr=1-1

Metamorphosis book is also available on Amazon at https://www.amazon.com/Remarkable-Metamorphosis-Target-Date-Funds/dp/6202314788/ref=sr_1_5?keywords=surz&qid=1569251821&s=books&sr=1-5

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Happiness and the Defined Benefits Plan with David Blumenstein17 Nov 202200:34:27

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

Meet Russell Kamp, Managing Director for Ryan ALM and author of the Kamp Consulting Blog30 Aug 201900:39:05

Russell Kamp is an advocate for pension reform and legislative efforts in Washington, D.C. frequently writing and speaking on the subject.  If you ever wanted to understand why pension fund reform is important to our economy and to get an easy to understand explanation of the proposed legislation, you need to take the time to listen to this episode.  Russell Kamp shares in this interview a compelling reason to push our legislators to act.

 

You can also gain valuable insights and education about defined benefit pension funds, through his blog www.kampconsultingblog.com.  

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Meet Douglas Dority, President of America’s Agenda and former International President of United Food & Commercial Workers Union09 Aug 201900:21:36

As the former International President of United Food & Commercial Workers Union, Doug Dority represented 1.3 million members in the U.S. and Canada.  

As President of America’s Agenda, Doug brings together labor unions, businesses, healthcare providers and policymakers who share a commitment to advance the mission of affordable, high quality, and accessible healthcare for all American’s.  

Join Traci Dority-Shanklin and Tom Shanklin as they explore with Doug Dority the current healthcare crisis – the challenges to solving and/or evolving the system and the cost to employers and their employees.  

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

Meet Bob Alvarado, Executive Officer of Northern California Regional Council26 Jul 201900:26:47

The Northern California Regional Council represents 35,000 men and women in carpentry and related crafts. Traci Dority-Shanklin’s interview with Bob Alvarado takes us on a journey of a growing benefit fund and how the role of “trustee” has changed radically with the complexity of the financial markets. He emphasizes the importance of understanding government regulation, on-going education, and the importance of the fund professionals.  

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

The Role of the Investment Consultant28 Jun 201900:21:37

Since the passage of the Employee Retirement Income Security Act (ERISA) in 1974, the investment consultant has emerged as a key influencer on these funds, and how the role continues to evolve in today’s volatile market.

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

© My Podcast Data · Projet indépendant · Données issues d'Apple & Spotify