Kathy Bergstrom, CEBS

Senior Editor, Publications at the International Foundation Favorite Foundation Product: The Foundation magazines: Benefits Magazine and Plans & Trusts Benefits Related Topics That Interest Her Most: Financial literacy, health and wellness programs Favorite Foundation Conference Moment: Hearing attendees sing “O, Canada” at Canadian Annual in addition to hearing the anthem sung in both French and English. Personal Insight: Whether she’s collecting information for a magazine story or hanging out with her family and friends, you know Kathy is fully engaged. Her listening ear and introspective nature provide reassuring presence to those enjoying her company.

The writer has 123 posts

What to Consider When Choosing a Mental Health Benefits Strategy

What to Consider When Choosing a Mental Health Benefits Strategy

Kathy Bergstrom, CEBS
 

From traditional employee assistance programs (EAPs) to bots that use artificial intelligence, the range of options to address worker mental health challenges has grown. What should employers and plan sponsors consider when deciding which mental health benefits tools to use and promote? […]

SECURE Act Guidance: What DC Plan Sponsors Need to Know

SECURE Act Guidance: What DC Plan Sponsors Need to Know

Kathy Bergstrom, CEBS
 

Federal agencies, including the Internal Revenue Service (IRS) and Department of Labor (DOL), have been busy issuing guidance on some of the more complex provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act since it was signed into law […]

Changes to Single Employer Pension Plan Funding With the American Rescue Plan Act

Changes to Single Employer Pension Plan Funding With the American Rescue Plan Act (ARPA)

Kathy Bergstrom, CEBS
 

Provisions in the American Rescue Plan Act (ARPA) have the potential to help many single employer pension plan sponsors weather the economic impacts of the COVID-19 pandemic while providing time to consider how to integrate their business and pension funding strategies, suggests […]

Five Critical Retirement Planning Decisions You Need to Consider Today

Five Critical Retirement Planning Decisions You Need to Consider Today

Kathy Bergstrom, CEBS
 

Retirement planning is an important exercise for everyone. And when you have only a modest retirement nest egg, there is little room for error when planning for how to make those savings last. So what are the most important items for preretirees […]