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Issues Facing Multi-Employer Benefit Funds

Segal can help multi-employer funds with a variety of problems and challenges that arise in the course of managing benefit plans.


Issue: Health care costs are going up, making it more expensive to provide health coverage for plan participants

Trustees may consider...

  • Reevaluating the plan design
  • Negotiating with the insurance carrier regarding plan rates and contractual arrangements
  • Identifying which conditions and participant groups are responsible for the bulk of the plan's claims, and using a disease management system to improve this group's health and reduce claims

Related Segal resources:


Issue: Multi-employer funds are having trouble supporting health benefits for retirees

Trustees may consider...

  • Evaluating alternatives such as retiree self-pay policies, establishing reserves for retiree health benefits, health spending accounts (HSAs) and other cost-saving measures
  • Reviewing and revising eligibility rules
  • Developing new ways to coordinate coverage with Provincial Healthcare Plans, including a supplemental approach

Related Segal resources:


Issue: Administrative issues are eating into multi-employer fund budgets

Trustees may consider...

  • Searching for a third-party administrator or reevaluating the one the plan currently uses
  • Holding seminars, distributing materials, or creating a website to educate participants about their benefits and reduce individual information requests

Related Segal resources:


Issue: Multi-employer funds are getting low returns on their investments

Trustees may consider...

  • Reexamining the fund's investment strategy, including a liquidity review
  • Searching for a new investment manager
  • Launching an investment education campaign for participants if the plan has participant-directed investment accounts

Related Segal resources:


Issue: Multi-employer funds need to determine how new legislation and regulations will affect their plans

Trustees may consider...

  • Conducting a compliance review to make sure the plan is in compliance with the law
  • Subscribing to Segal's publications for multi-employer funds to get updates on the impact of new legislation and regulations

Related Segal resources: