Articles
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Rationalizing Real Estate
David Twist
Poor relative performance in recent years has left many institutional investors underallocated to real estate. The author contends that it may be a good time for pension funds to reevaluate their real estate investments as transaction activity increases and markets continue to recover. -
The Benefit of Home: ERISA Funds and Housing Assistance
John R. Harney
Finding affordable housing is a challenge for many workers across the country. What role can ERISA funds play in helping workers obtain housing? -
Suspension of Retiree Pension Benefits in the Construction Industry
Michael Ledbetter, CEBS, and Pierce Martin
Temporarily loosening suspension of benefits rules for multiemployer pension plans may allow organizations to meet the current demand for labor in the construction industry by encouraging retirees to return to work. Such programs must be carefully designed to maintain compliance with federal law. -
Preventive Measure: Self-Audits Help Your Plan Stay in Compliance
Amy Pocino Kelly, Dan R. Salemi and Rachel Mann
Self-audits can help employee benefit plans avoid potential fines and costly corrections while also ensuring that they are paying benefits in accordance with their governing documents. These audits may be more attractive to plans following the passage of SECURE 2.0, which contains provisions that incentivize retirement plans to identify and correct errors. -
Burnout to Balance: Supporting Employees Caring for Family Members With Dementia
Karen Tyrell
The global impact of dementia continues to grow, with cases increasing rapidly due to aging populations. The author looks at caregivers’ unique challenges and the essential role employers can play in providing support. -
DC Plan Member Education: From Apathy to Opportunity
Peter R. Graham
Retirement plans help employees secure their financial future, yet many underutilize these benefits. The author highlights how organizations that provide financial education and advice support employees’ financial wellness and gain a competitive advantage in attracting and retaining talent. -
Is Your Workplace Age-Friendly? Strategies to Retain the Wisdom of Older Workers
Michelle Oram, CEBS
As labour markets grapple with shifting demographics and workforce challenges, creating age-friendly workplaces that embrace the strengths of older workers provides organizations with a competitive edge. The author explores actionable strategies businesses can implement to transform these challenges into opportunities for sustained success. -
CEBS Compliance Is Easy With ISCEBS and the International Foundation
Look no further for the professional education offerings you need to earn CEBS Compliance credits. -
Amend to Lead Society
Meet the new President -
Get Ready for the Symposium in Minneapolis
Join us in Minneapolis to stay ahead of the curve on the critical benefits and workplace topics that continue to shape and define our world. -
Education Benefits Survey
Cara McMullin
Student Loan Repayment Benefits on the Rise -
Long-Term Care and Caregiving: Issues for Employers
Anna M. Rappaport
All adults, regardless of age, may find themselves in a situation where they are unable to manage their lives and care for themselves because of physical limitations or cognitive decline. The Society of Actuaries (SOA) Research Institute research provides insights into how individuals think about long-term care (LTC) and caregiving. -
Five Ways to Become an Age-Friendly Employer
Catherine Collinson
Virtual care delivery continues to rapidly transform the health care industry, driven by both consumer demand and advancements in technology. -
The Future of Virtual Care: Revolutionizing Health Care Delivery
Rob Fouhy, GBA
Virtual care delivery continues to rapidly transform the health care industry, driven by both consumer demand and advancements in technology. -
A New Era of Substance Use Health: Moving Beyond Outdated Models
Terri-Lynn MacKay, Ph.D.
The conversation around substance use is shifting from an illness-focused to a wellness-focused approach, calling for a new strategy in employee benefits. The author explores ways employers and plan sponsors can incorporate proactive approaches and essential resources into substance use health. -
Legal Aspects of Trustee Expenses and Attendance at Educational Programs
Michael Mazzuca and Mark Zigler
Trustees need to stay informed about fund administration to perform their duties effectively. However, their broad discretion over educational expenses can lead to misuse. The authors examine the practical aspects of fiduciary responsibility to help trustees avoid these pitfalls. -
Empowering Modern Retirement Solutions for the 100-Year Life
Celine Chiovitti and Simon Chan
By fostering inclusive workplaces where all generations can thrive, organizations can harness the economic and social benefits of a multigenerational workforce. The authors look beyond employment, encouraging a reimagining of retirement and preparation for the realities of longer lives. -
Embracing Data Operations in the Modern Fund Office
Susan Loconto Penta and Madeline Magoon
Multiemployer benefit funds have an increasing need for data operations as data becomes the basis for key decisions. Following the six key steps in this article can help fund offices get off on the right foot with their data operations. -
We Have “Gone OCIO.” Now What?
Brian A. Schroeder
Hiring an outsourced chief investment officer (OCIO) is gaining popularity among employee benefit plans, but the trend is still in the early stages. This article explores many of the pros and cons of this decision and offers best practices that plan sponsors may want to consider to maximize their OCIO experience. -
Mental Health Parity Compliance: Tips for NQTL Testing
Marissa Rufo and Rebecca Wilen
Testing a health care plan’s nonquantitative treatment limitations (NQTLs) can be a confusing part of complying with mental health parity regulations. The authors describe the requirements and review common areas of noncompliance.