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​​​​​​Executive Summaries for 2018

1st Quarter  |  2nd Quarter  |  3nd Quarter  |  4th Quarter

1st Quarter 2018​

Best Practices for TDFs and Managed Accounts
by Holly Verdeyen, CEBS, Russell Investments and
Andrew Scherer, Russell Investments
How Public Sector Employers Can Manage Retiree Health Liabilities
by Matthew Kersting, Segal Consulting and
Stephen Kuhn, Segal Consulting
Don’t Forget the Human Side of Longevity
by Anna M. Rappaport, Rappaport Consulting
Retirement Readiness, Social Security Reform and the Value of Future Social Security Benefits
by John A. Turner, Pension Policy Center,
David M. Rajnes, Social Security Administration and
Dale Kintzel, Social Security Administration

2nd Quarter 2018

Understanding the Impact of Choice and Decision Support in Benefits Marketplaces Over Time
by Steven Nyce, Willis Towers Watson and
Jari Greenbaum, Willis Towers Watson
Developing a Cybersecurity Management Program
by Ben Taylor, Callan and
Jana Steele, Callan
Centers of Excellence—Redefining Value for Hospital Procedures
by Jenny Matthews, CEBS, Marsh & McLennan Agency Midwest and
Ken Schorsch, The Christ Hospital Health Network
Application of a Novel Medication- Related Risk Stratification Strategy to a Self-Funded Employer Population
by Brian Cicali, Tabula Rasa HealthCare,
Veronique Michaud, Ph.D., Tabula Rasa HealthCare,
Calvin H. Knowlton, Ph.D., Tabula Rasa HealthCare and
Jacques Turgeon, Ph.D., Tabula Rasa HealthCare
Seven Steps for a Successful Employee Benefit Project Premortem
by Hudson Peters, CEBS, Willis Towers Watson

3nd Quarter 2018

Rising to the Challenge: What Employers Can Do to Support Caregiver Employees
by Candice Sherman, Northeast Business Group on Health
Supporting a “Careforce”
by Debra Kelsey-Davis,
Responding to Insights From Listening to Retirees Aged 85 and Over
by Anna M. Rappaport, Anna Rappaport Consulting
Revisiting the CLASS Act: LTC Insurance as an Employee Benefit
by Barry Kozak, October Three Consulting LLC

4th Quarter 2018

What Retirees Do and Say: Insights About Decumulation Strategies
by Anna M. Rappaport, Anna Rappaport Consulting
Retirement—A Risky Business
by Kenneth F. Hohman, Findley
Is an IRA Rollover in Your Client’s Best Interest?
by Kenn Tacchino , Widener University
Myths and Realities of Retirement
by Neil Lloyd , Mercer

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