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Executive Summaries for 2016

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

1st Quarter 2016

Are Your Employees Retirement-Ready?
by Alan H. Vorchheimer, CEBS, Buck Consultants at Xerox and Cynthia O. Zaleta, Buck Consultants at Xerox
Getting the Horse to Drink
by Jerry Patterson, Principal Financial Group®
Mythbusters: The Case for Retirement Income in DC Plans
by Rob Austin, Aon Hewitt and Steve Shepherd, Aon Hewitt Investment Consulting, Inc.
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2nd Quarter 2016

A Generation With Income to Protect
by Amy C. Friedrich, The Principal Financial Group®
ERISA Erosion?
by Allen T. Steinberg, Law Offices of Allen T. Steinberg
Longevity Insurance Benefits for Social Security: International Experience
by Tianhong Chen, Ph.D., Guangdong Institute of Public Administration, Gerard Hughes, Ph.D., Trinity College and John A. Turner, Ph.D., Pension Policy Center

3rd Quarter 2016

The Role of Benefits Legislation in Shaping the Future: A Perspective
by Allen T. Steinberg, Law Offices of Allen T. Steinberg
Evaluating the Investment Potential of HSAs in Benefit Programs
by James LaFleur, Mercer, Liana Magner, Mercer and Sander Domaszewicz, Mercer
Pension Tax Subsidies for the Super Rich
by John A. Turner, Ph.D., Pension Policy Center, David D. McCarthy, Pension Policy Center and Norman P. Stein, Drexel University
Collaborative Employee Wellness: Living Healthy With Diabetes
by Joan McGarvey Hovatter, Catherine E. Cooke, University of Maryland School of Pharmacy and Magaly Rodriguez de Bittner, University of Maryland School of Pharmacy

4th Quarter 2016

Ideas for Improving Retirement Wellness
by Anna M. Rappaport, Anna Rappaport Consulting
Workplace Financial Wellness Programs Help Employees Manage Health Care Changes
by Cynthia Meyer, Financial Finesse and Michael C. Smith, Financial Finesse
Health Savings Accounts: An Emerging Cornerstone of the Health-Wealth Bridge?
by Allen T. Steinberg, Law Offices of Allen T. Steinberg
The HSA in Your Future: Defined Contribution Retiree Medical Coverage
by Jack M. Towarnicky, CEBS, Duquesne University
Corporate Wellness 3.0— Integrating Physical and Financial Wellness to Enhance Results and ROI
by Viq Pervaaz, Ernst & Young LLP and Tom DiLorenzo, Ernst & Young LLP
Challenges Facing U.S. Long- Term Care Financing: Future Needs, Key Issues and Current Solutions
by John O’Leary, O’Leary Marketing Associates and Linda Chow, Ernst & Young LLP
Higher Education Gets an (Unwelcome) Lecture on ERISA
by Allen T. Steinberg, Law Offices of Allen T. Steinberg

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