Articles
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Trustee Fiduciary Liability Insurance
Lillo DiPasquale
Even with the best intentions, trustees can face significant liability if accused of a wrongful act or breach of fiduciary duty. Fiduciary liability insurance safeguards both the plan's assets and the personal assets of trustees in cases of mismanagement, negligence or errors. -
Responsible Investment: The Legal Perspective
Brittany Greenberg and Apollonia Mastrogiacomo
Why is responsible investing important? It's an approach that considers environmental, social, and governance factors, focusing on the long-term health and stability of the market. It recognizes that sustainable returns rely on stable and well-governed systems. -
Fiduciary Responsibility
Roberto Tomassini and Mark Zigler
A fiduciary relationship exists when, considering all the circumstances, one person could reasonably expect the other to act in their best interests. As such, the fiduciary has a duty to act loyally and prioritize the best interests of the person who trusts in them. -
Hall of Fame Class of 2024 Announced
Since its debut in 2018, the Hall of Fame has recognized CEBS graduates who have championed the CEBS designation. -
2024 Governing Council Election
Governing Council Election to Be Held This Fall -
You Belong at the Symposium
Jam with your community in Nashville! Whether you’re a returning attendee or considering it for the first time, make plans to attend this year’s Symposium. It’s not just a gathering, but a platform where high-caliber education and networking await to help you in your effort to strengthen your plans and take your career to the next level. -
Trustees and Their Professional Advisors
by Mark Zigler
Given the complexity of modern-day trust funds, and pension funds, the large number of beneficiaries involved, and the legal framework under which trustees and trust funds must operate, professional advice becomes critical. -
Legal Aspects of Trustee Expenses and Attendance at Educational Programs
Michael Mazzuca and Mark Zigler*
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Culturally Responsive Benefits in the Workplace: Fostering Health and Productivity
Paula Allen
Creating an inclusive workplace can make employees feel welcomed and empowered. The author explores the transformative possibilities that a culturally responsive approach to benefits can have on your organization. -
Navigating the Age Wave: Reimagining Workplace Well-Being for Our Aging Workforce
Valerie Travis and Kate Milne
Acknowledging the unique needs of your organization’s aging workforce through targeted programs that encourage physical activity and chronic disease prevention can positively affect your benefit costs and productivity. The authors examine successful well-being strategies to engage employees, potentially leading to significant reductions in health risks. -
The Integration of Modern Technology: A Beacon of Progress
Kevin Ansems
Modern plan administrators must adapt to meet their members’ evolving needs and expectations. The author explores the importance of new technology and the organizational adjustments necessary to leverage these advancements, enhancing member service and streamlining operations. -
A Five-Lever Framework for Prescription Drug Savings
Nina Lathia, Ph.D., and Lauren Vela
Using these five strategic levers may help health plan sponsors provide participants with access to medications that improve their health while ensuring the sustainability of prescription drug plans. -
Custom-Built: Designing a Financial Wellness Program That Fits the Needs of Your Workforce
Jeanie Justice
Employers that gain an understanding of the unique financial needs and goals of their workforce can design and implement a more meaningful financial wellness program. -
Cracks in the Foundation: A Global Perspective on Pay Equity
Edward Gow
Marginalized groups and women may encounter invisible barriers that hinder their personal and professional development. The author delves into the worldwide gender wage gap and the lack of female representation in managerial and corporate positions. -
Casting Decisions: The Plan Sponsor’s Duties to Appoint, Monitor and Remove Trustees
Sharon M. Goodman and Andrew T. Mills
Federal law offers minimal guidance on the appropriate methods for the selection, monitoring and removal of benefit plan trustees. However, boards of trustees should be mindful of ERISA’s fiduciary duties and provisions of the Taft-Hartley Act when performing these functions. -
Managing the Risks and Costs of Autism Coverage
Nick Welle and Hannah Demsien
The prevalence of autism spectrum disorder makes it likely that every employer-sponsored health plan will eventually have a participant seeking coverage for high-cost treatments such as applied behavior analysis (ABA) therapy for their children. Health plans have several options to help control costs while providing access to treatment. -
Has Your Actuary Gone Mad? Demystifying Pension Plans and Interest Rates
Maurice Parent
Interest rate fluctuations significantly impact pension plans’ assets and liabilities. In this introductory pension article, the author provides guidance for trustees on understanding the impact of interest rates on their plans. -
Cracks in the Foundation: A Global Perspective on Pay Equity
Edward Gow
Marginalized groups encounter invisible barriers that hinder their personal and professional development, while the glass ceiling impedes progress. The author delves into the worldwide gender wage gap and the lack of female representation in managerial and corporate positions, which worsens the situation. -
Rethinking Group Insurance Benefits: Meeting the Needs of Hybrid and Remote Employees
Dan Licoppe
The pandemic transformed work dynamics and amplified the need for employers to reassess their support systems and benefits programs to accommodate the evolving needs of their employees. The author discusses the evolving landscape of remote and hybrid work models, including access to a broader talent pool, cost savings, increased engagement and business continuity. -
Returning Retirees: Considerations for Health Plan Fiduciaries
Paul Catenacci
Retirees who return to the workforce can help ease labor shortages while also providing valuable expertise. Multiemployer health plan trustees must be aware of the compliance implications when a retiree comes off the sidelines.