Articles
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Collective Investment Trusts: What ERISA Plan Fiduciaries Need to Know
Michael T. Joliat
Collective investment trusts (CITs) have become increasingly popular ERISA plan investment options as fiduciaries seek to lower investment management fees. What are CITs, and what should fiduciaries know before investing in them? -
Psychedelics: Emerging Mental Health Treatment Option?
Andy Johnson
As interest grows in the use of psychedelics to treat chronic mental health conditions, employee benefit plan trustees and administrators should be prepared to respond to requests to cover these new treatments. -
Evaluating Investment Success: Six Factors for Employee Benefit Plan Trustees
Jennifer Mink
Evaluating the investment success of an employee benefit plan does not begin and end with investment return. Using the six factors identified in this article, trustees can gain a deeper understanding of their plan’s investment program. -
Pension Plan Design Change—Case Studies and Lessons
Tom Vincent
The BC Public Service Pension Plan changed its design to unlink from the Canada Pension Plan and to preserve the balance between contributions and benefits. The author explores the change process and lessons learned. -
Striving for Consistency in Pension Plan Financial Reporting
David Veld
As the multifaceted challenges of pension plan investments have grown, the need for uniformity in accounting standards has become even more essential. The author delves into the updated practices necessary to address gaps and inconsistencies to improve financial reporting for decision makers and the plans they serve. -
A Roadmap for AI in Employee Benefit Plans
Nicholas Hsu, CEBS, and Blake Rowe-Sleeman
Some fear AI will replace jobs, while others see it as a tool for greater efficiency and decision making. The authors take a closer look at AI’s evolving role in HR and benefits management. -
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.