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Content provided by Traci Dority-Shanklin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Traci Dority-Shanklin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
Content provided by Traci Dority-Shanklin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Traci Dority-Shanklin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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.
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 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…
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…
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 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…
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…
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…
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…
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…
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…
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…
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…
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…
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