News

Newsletters

August 30, 2026 Newsletter

August 30, 2026 Newsletter

Our August newsletter features articles and slides based on the two excellent presentations we had at our June meeting. From Lauri LoQuercio and Jonathan Schwartz of New York Life, we have an infographic piece about long-term care planning. Their June presentation...

read more
January, 2026 Newsletter

January, 2026 Newsletter

Happy New Year! What will 2026 bring to retirement and health & welfare funds and those of us who administer them or work with those who do? It should be an eventful year, to say the least. Read the full article.

read more
May 2026 Newsletter

May 2026 Newsletter

We hope you enjoy our May newsletter. It features articles based on the three outstanding presentations from our April lunch meeting. Although you can garner much information from our newsletter, we highly recommend attending our meetings in person. Download the full...

read more

Articles of Interest

What About Carol? She’s Doing Better!

What About Carol? She’s Doing Better!

By: Russ Kamp, Managing Director, Ryan ALM, Inc. Regular readers of this blog will know to whom I am referring when I mention the name, Carol. I started following Carol’s saga from late 2017 to early 2018 and first wrote about her in June 2018, when I was...

read more