Manager, Reference/Research Services at the International Foundation
Favorite Foundation member service: Personalized Research Service
Benefits topics that interest her most: mental health, work/life benefits, retirement readiness of different generations
Personal Insight: Jenny gets things done. She started working on her CEBS just over two years ago. Welcoming her daughter into the world during this time frame did not slow her down—she recently completed her last exam and earned her designation. When she’s not working or studying she enjoys family playtime, knitting and exercising.
As the July 31, 2018 deadline approaches for paying fees required under the Affordable Care Act (ACA) to help fund the Patient-Centered Outcomes Research Institute (PCORI), some International Foundation members have been asking about… Read more >
July 11, 2018 ACA, Affordable Care Act, Employee Benefits 0 Read more >
Plan sponsors have a good idea of the financial struggles that employees are facing. But did you know that some people are turning to money saved in Registered Retirement Savings… Read more >
April 26, 2018 Canada, Employee Benefits, Financial Education, Financial Wellness, Retirement 0 Read more >
In April, the Pension Benefit Guaranty Corp. (PBGC) released a policy statement titled “Requests to Review Multiemployer Plan Alternative Terms and Conditions to Satisfy Withdrawal Liability.” I’ll share my takeaways… Read more >
April 16, 2018 Employee Benefits, MPRA, PBGC, Pensions 0 Read more >
Quitting smoking is one of the most common and most challenging new year’s resolutions. As the first month of the year will soon become a memory, so too will most… Read more >
January 30, 2018 Employee Benefits, Health Care, Wellness 0 Read more >
What stops us from making good financial decisions? In a recent International Foundation member webcast, Using Behavioral Tools to Drive Better Decision Making, James V. Bracchitta, CEBS, a labor trustee… Read more >
October 5, 2017 Employee Benefits, Financial Education, Financial Wellness, Retirement 0 Read more >
In my research for International Foundation member requests, I noticed an uptick in questions about professional trustees and their fiduciary roles. Here’s an overview of a professional trustee’s role on… Read more >
September 20, 2017 Employee Benefits, Multiemployer 0 Read more >
Considering loan options for your 401(k) plan but concerned about the potential consequences? Here are five plan design ideas for plan sponsors who want to allow employees to borrow against… Read more >
July 26, 2017 401(k), Employee Benefits, Retirement 3 Read more >
Many 401(k) plans allow participants to take out loans from their individual 401(k) account—While loan options provide flexibility for those tentative to contribute to 401(k) accounts, the option to borrow… Read more >
May 30, 2017 401(k), Employee Benefits, Financial Education, Financial Wellness, Retirement 0 Read more >
Consistent with President Trump’s January 20, 2017, executive order the Internal Revenue Service (IRS) has decided to continue accepting tax returns even if a taxpayer doesn’t indicate his or her… Read more >
March 10, 2017 ACA, Affordable Care Act, Employee Benefits 0 Read more >
Health Savings Accounts (HSAs) are health care expense accounts for people covered under high-deductible health plans (HDHPs), designed to help them save and pay for certain health care costs tax-free,… Read more >
January 19, 2017 Employee Benefits, Health Care, Insurance 0 Read more >