The World of Multiemployer Benefit Funds Podcast
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.
Episodes
54 episodes
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 th...
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Season 5
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Episode 4
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8:27
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...
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Season 5
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Episode 3
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15:52
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 fin...
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Season 5
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Episode 2
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22:15
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 i...
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Season 5
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Episode 1
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20:15
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 ...
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Season 4
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Episode 9
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34:27
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, #be...
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0:15
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) t...
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Season 4
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Episode 8
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30:17
CWA Organizing: White-Collar Power
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 Dis...
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Season 4
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Episode 7
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25:05
CWA Organizing: Tech and Game Workers
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...
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Season 4
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Episode 6
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24:27
Has Worker Unrest Sparked a New Labor Movement?
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 wit...
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Season 4
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Episode 5
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24:53
The CPD's Case for Unemployment Insurance Reform
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 Fr...
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Season 4
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Episode 4
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23:45
Defined Benefit Plans and the Case of the Disappearing Demographics
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 Meket...
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Season 4
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Episode 3
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23:25
The Pandemic's Punch on Pension Funds Revisited
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 wi...
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Season 4
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Episode 2
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20:07
Lockdowns, Social Isolation and Children's Mental Health
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 pediat...
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Season 4
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Episode 1
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27:21
The 2021 Hybrid Retirement Recap Show
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 reco...
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Season 3
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Episode 20
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28:04
UFCW Local 21 and the Coronavirus Pandemic
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 enoug...
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Season 3
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Episode 19
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22:51
The 4500: Identifying and Recruiting the Next Generation of Labor Leaders
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 ...
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Season 3
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Episode 18
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22:57
UFCW Local 21 and the Saga of the Variable Annuity Plan
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 g...
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Season 3
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Episode 17
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28:52
Not All Hybrid Plans Are Created Equal
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 Cheir...
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Season 3
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Episode 16
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32:22
Hybrid Retirement Plans 101 with Dan Doonan & Elizabeth Wiley
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 Se...
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Season 3
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Episode 15
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32:55
UnionTrack's Engage: The Union-Friendly App with Ken Green
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 th...
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Season 3
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Episode 15
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36:31
Union Matters: the Brotherhood & the Sisterhood with Elizabeth Murray-Belcaster
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 c...
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Season 3
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Episode 14
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28:11