Vol. 1, Edition 3

 

Letters, Letters, Letters

This edition of ARA News is devoted to the letters, both published and unpublished, that were written when our members read Elease Wright’s response to Bob Quinn’s OP-Ed piece that appeared in the Hartford Courant.

 

We begin with Bob Quinn and Elease Wright’s original columns so that anyone who missed them may have context for the letters:

 

Slashing Retiree Benefits Is Unprincipled Business

March 25, 2005, The Hartford Courant

Robert Quinn

Corporate business ethics have eroded dramatically over the past 20 years.  Nowhere is this more evident than in the treatment of retirees.

 

Companies are slashing retiree benefits to increase shareholder value.   A 1991 accounting rule requires companies to estimate the cost of future retiree benefits, which then becomes a liability on the balance sheet.   By eliminating benefits, companies can turn those liabilities into profits.  This bolsters their stock price, which heavily influences executive compensation.

 

In response to this growing trend, the National Retiree Legislative Network was created.  It represents more than 2 million retirees from corporations including GE, Boeing, SNET, IBM and Aetna.  It seeks federal legislation prohibiting changes to benefit plans after retirement and requiring restoration of benefits already reduced or eliminated.  There are more than 25 million retirees affected by post-retirement cuts in pension and health benefits.

 

The federal government has been of little help so far.  The Wall Street Journal quoted a spokeswoman from the U.S. Labor Department as saying in November that "retired workers aren't our constituents anymore." The courts have generally been unsympathetic, allowing companies to reduce benefits, ignore labor contracts and abandon pension plans.  Fortunately, a bipartisan group of Connecticut legislators recently proposed legislation that would revoke any state-funded grants, loans, guarantees or abatements to any Connecticut company that unfairly reduced retiree benefits.

 

Retirees have few good options for coping with the loss.  Some try to live more frugally or are forced to spend down their retirement savings more rapidly to make up for lost benefits, increased premiums, higher deductibles and other out-of-pocket costs.  Those who can do so search for jobs, hopefully with health benefits, to supplement their retirement incomes.  Still others avoid getting treatment for health problems and don't have prescriptions filled to save money.

 

Aetna, despite its reputation as an enlightened employer and good corporate citizen, is one of the companies breaking its promises to retirees to enrich its bottom line.  Aetna set a spending limit of $4,235 on how much it would contribute yearly for employees retiring after March 1994; any amount above that is the responsibility of the retiree.  It also increased out-of-pocket expenses for those already retired, and it eliminated the dental subsidy for current retirees and medical and dental subsidies for future retirees.  Eliminating the dental subsidy produced $32 million in savings for the company in the first quarter of 2004, contributing to a 41 percent increase in that year's total earnings.

 

Aetna's decision is especially harmful to retirees living on small pensions.  The extra costs they must absorb can approach 15 percent or more of their pensions. Retirees' faith in Aetna has been shaken.  They fear other benefits may also be lost to the relentless desire for profits at any price.

 

Meanwhile, Aetna's executives are making millions.  Aetna Chairman and CEO John W. Rowe recently pocketed $18.2 million from the exercise of stock options.  This money is in addition to Rowe's total compensation of $4 million for 2004 and $3 million in 2003. 
A former Aetna executive recently testified before the state's Labor and Public Employees Committee that he and other company representatives gave assurances to employees facing job elimination and early retirement that their benefits were safe - representations that influenced many to leave.  Former Aetna chairman and current SEC Chairman William Donaldson made a similar promise at the 2000 shareholders' meeting, where he reassured attendees that "Aetna will stand behind its obligations.  You have the commitment of this corporation that retiree benefits will not change."

 

Federal Reserve Chairman Alan Greenspan, testifying before Congress in February 2004, asserted that "we have an obligation to those in and near retirement to honor what has been promised to them.  If changes need to be made, they should be made soon enough so that future retirees have time to adjust their plans for retirement spending."
Corporate leaders should stop focusing only on what they can legally get away with and instead do what's right.  They need to honor their obligations and provide to those who are already retired the benefits they were promised.

Robert Quinn is a retired Aetna employee and vice chairman of the Aetna Retirees Association, a nonprofit group that lobbies for the protection of retirement health and pension benefits. 

 


Aetna Strengthens Retiree Benefits

April 2, 2005, The Hartford Courant

Elease Wright

The March 25 Other Opinion article on Aetna's retiree benefits by Robert Quinn ["Slashing Retiree Benefits Is Unprincipled Business"] is misleading in several respects.  The article is selectively focused, exaggerates the changes in retiree benefits and overlooks very substantial positive aspects of Aetna's benefits package. 

 

Far from "slashing" benefits, Aetna has taken active steps to strengthen retiree benefits and, in some instances, increased benefits.  We take our responsibilities to employees and retirees seriously.  That is why we have voluntarily contributed more than $1 billion to our pension plan in the past three years, and increased spending on other retiree benefits to more than $44 million in 2004.  For 2005, Aetna's projected spending for retiree benefits is expected to reach $50 million. 

 

As opposed to what the reader of Mr. Quinn's article might be led to believe, we continue to provide a retiree dental benefit, though at a somewhat higher cost, while increasing the array of benefit choices available to retirees including offering a dental discount card available at just $6 per month.  Through this program, retirees may receive discounts on dental services averaging 28 percent and ranging as high as 50 percent. 

 

In an industry where many of our competitors do not offer pension plans and subsidized retiree benefits, Aetna continues to provide a strong and comprehensive package including a pension, life insurance, subsidized medical coverage and dental coverage at discounted group rates.  And we provided these benefits even in the midst of our difficult financial turnaround.  In addition, a significant portion of retiree 401(k) savings originated from company matching contributions. 

Elease Wright, Senior Vice President Human Resources, Aetna

 

Our letters from retirees start with one from Greg Bertles, a member of the ARA Board.  Greg went through the Aetna’s own financial data and his analysis produced the following:

 

To the Editor of the Hartford Courant:

 

On April 2nd, 2005, Elease Wright, Senior VP, Human Resources at Aetna, replied to another opinion article regarding cutting Aetna benefits to Retirees.   Her response, it seems to me was both misleading and disingenuous.  

 

I would have thought that Ms. Wright would have received more accurate information from her accounting department.   While she states that Aetna “contributed more than $1 billion” to its pension plan in the past three years, most of those dollars were due to a re-allocation of assets.   The actual cost to the Aetna, pre-tax in those three years was $304.5 million.  I would suggest that Ms. Wright read her company’s 10K report for the year 2004 as filed with the SEC on March 1st.  

 

Further, her statement that Aetna increased spending to more than $44 million in 2004 for other retiree benefits is also wrong, or at best misleading.   On page 71 of the above-mentioned 10K report, Aetna clearly notes that in 2004 there was actually $9.9 of income, not cost, due to the other post-retirement plans.   This resulted largely from a $31.8 million “curtailment benefit”.   The footnote to that entry notes that this is due to “a plan amendment related to the elimination of the dental subsidy for all retirees…”

 

In the years 2003 and 2002 Aetna also benefited by “curtailment benefits” of $34.0 million and $11.8 million due to a “phase-out” or elimination of benefits to current employees.  

 

Incidentally, these “curtailment benefits” reflect monies that Aetna had previously put aside to pay for the retirement plans.   When they decided to “phase-out” and “eliminate” benefits, they took these dollars that were set aside and let them go to the bottom line to increase earnings.

 

Ms. Wright says that in some instances Aetna has increased benefits.   I would like her to be more specific.   If it is the offering of a Dental card, then that is truly disingenuous.   And the “somewhat higher cost” for dental care for this retiree was an increase from $14 per month to $67 per month, a “somewhat” 379% increase.

 

The remainder of Ms. Wright’s response is typical company self-praise.  

 

What I would like to know is why they did it.   The company had pre-tax income from continuing operation of $1,898.9 million (that’s $1.9 billion, and does not include $1 billion from a favorable tax decision).   Was the “curtailment benefit” of $32 million from eliminating the dental subsidy really that important? 

 

Ms. Wright uses the stock phrases of “highly competitive environment” and “our competitors do not offer…retiree benefits.”  

 

That might be hard to argue against except for two reasons.   First, when companies eliminate benefits they usually do it for new people coming in; they don’t make the promise of benefits from the start.  Then everyone knows what the rules are.   Good companies don’t hire people, promise them a benefit package and then reduce or eliminate it after they retire.

 

Second, the actual ongoing cost of all retiree medical benefits, not just dental, historically has been between $25 and $30 million annually.   General and administrative expenses for the company have been in excess of $3 billion, and revenues have been $18 to $20 billion.   Surely the cost of keeping your promises is not that great.

 

Naturally I am disappointed by the benefit cut.   I am more disappointed in the explanation that Ms. Wright tries to give.   At least she could have done her homework and understood the actual financial impacts before she wrote her letter.   But I am most disappointed in the change in Aetna, the great company for whom I worked for 25 years, and the way it is treating its employees and retirees.

 

G. Greg Bertles, Charlestown, RI

 

Here is a sampling of letters from other retirees who had hoped to be heard - only one was published by the Courant: 

 

Aetna Strengthens Retiree Benefits??

As an Aetna retiree, I am confused by Ms. Wright’s claim that Aetna has “strengthened” retiree benefits.  It wasn’t all that long ago that Aetna provided medical/dental benefits to its retirees - for free.

 

Since the late 80’s, there has been an accelerating erosion of benefits.  From free to paying a small percentage based on years of service, to “capping” the amount Aetna will contribute for future cost increases and since about 2002, limiting the number of people eligible for any company subsidy to where no future retirees will have any at all.  But worst of all, was the decision effective this year to take away the dental subsidy of those who are already retired.

 

It is painful and in an odd way embarrassing to see a senior Aetna official make such a foolish and obviously inaccurate statement.   But then I guess it is just another sad example of questionable corporate logic that occupies news headlines across the country.

 

Marilyn J. Wilson, Vernon, CT

 

ARA Editor’s note: this letter was the only one published by the Courant

Those Were the Days

I am an Aetna Retiree who truly loved working for Aetna.  It was a highly ethical organization.  I was thrilled when I was able to find another organization of the same caliber when I joined Johnson & Johnson.  J&J’s Credo seemed to me to capture the same standards that I had experienced at Aetna.  That is why it saddens me to see not only the abuses stated in Bob Quinn’s excellent op-ed piece but the half-truths in Elease Wright’s response.  What kind of thinking causes Aetna officials now to say they are providing the dental benefit “at a somewhat higher cost” when the entire cost is now the responsibility of those retirees who can afford to keep it? Or to proclaim that their $6 dental discount card is as generous when our retirees can’t find dentists on the plan in their areas? Then they present pension funding as if it were an increase to benefits.  The plan was fully funded when most of us retired.  Apparently management failed to keep it funded and has to catch up.  But the benefit is the same.

 

I wish I could see evidence of the values Aetna had when it was a company that made and kept its promises.  The company I brag about to my current co-workers.

 

Dorothy J. Cooney, Higganum, CT

 

The Blind Leading the Blind

The recent Letter-To-The-Editor from Aetna's E. Wright raises an interesting question about what corporations decide to do and how they support those decisions.  Specifically, the article describes Aetna as being, "In an industry where its competitors do not offer pension plans and subsidized retiree benefits".   Many of us as children were told, "I suppose if all the corporations jumped off a cliff, you would do that too?" For all the talk about "leadership" and the high salaries that are paid for it, too many corporations play "follow-the-leader" and use industry "averages" to justify their poor decisions.

 

 If Aetna were the only employer in the world to offer subsidized retiree benefits, it wouldn't make any difference.  All we need to know is they offered them.  Nobody forced them to do it.  Employees didn't negotiate for them.  Aetna freely gave them.  And now that people are retired and relying on those benefits Aetna says they want to take them back.   But just because many others are acting inappropriately doesn't mean Aetna should too.  They need to step up and do the right thing. 

 

 Leadership should not be based on short-term issues that please Wall Street, but on having the guts to "keep the promises made" to both policyholders and employees.

 

 That's what leadership is all about.

 

Brian M. Farrell, Sr., Bristol, CT

 

Wright is Wrong on Benefits

In response to Bob Quinn’s March 25 Op Ed, “Slashing Benefits is Unprincipled Business,” Elease Wright put forward a rather weak and rambling response apparently in the hope something might stick.  But nothing she said changes the essential facts.

 

Aetna promised its retirees subsidized benefits.  Some employees accepted severance agreements and took early retirement because they thought they would have these benefits for life.  Aetna has taken away the retiree dental subsidy and who knows what might be next.

 

This decision defies all logic and common sense.  Taking away a benefit after someone has already retired is not appropriate.  Retirees can’t go back to their employer after they retire and say, “You know this retirement thing is financially difficult.  Everything costs so much.  How about increasing my pension a couple hundred bucks a month?” 

 

So why should Aetna be able to decide after-the-fact that they are going to go back and unilaterally change the retirement agreement??? Aetna has a moral obligation to honor the commitment.

 

Elizabeth J. Rose, Higganum, CT

The Rich Get Richer

In an April 2nd Letter-to-the-Editor, Elease Wright attempts to lightly dismiss the elimination of a $32 million dental retiree benefit simply as, “a change to control costs.” This cold corporate rationalization misses the point that real people are being hurt by this decision.

And while retirees are suffering, Aetna’s already well-paid executives are taking ever more.  According to a recent Morningstar report, “Aetna’s executives are egregiously overpaid.” The report also raised a concern over, “the alarming confiscation of shareholder wealth for the enrichment of Aetna’s management.”

 

I worked for Aetna for 35 years during a time when its leaders were more ethically inclined and better balanced the needs of employees (current and former) with other corporate interests.  There is no acceptable rationale for taking from retirees to benefit those who already have so much.

 

Maurice A. Belanger, East Hartford, CT

 

 

And for our final letter we share a letter we received from someone who is not yet a member but is as upset as our members are by what is happening and the disappointing response from Ms. Wright.

 

From: William Albrecht
Sent: Saturday, May 07, 2005 9:30 PM
To: editor@aetnaretirees.com
Subject: OPEN LETTER

I regret the unfortunate delay in adding my thoughts to what has been said or still needs saying in the continuing saga of "balancing" the commentary on Aetna's actions.  Being in Florida precludes one from seeing everything in print or anything on the local airways regarding the benefits issues.  To the ARA I offer these thoughts and approve your sharing them as appropriate.

 

The "corporate" response to Mr. Quinn's letter is an incredibly deliberate and almost insulting parse of words.  A truly effective and proactive management team makes points announcing the freeze in 2005 premiums at the same time rather than well after the decision to eliminate the dental subsidy and seemingly in response to the issues raised by the ARA.

 

For the company to espouse the wonderfulness of the "sensitive" feelings they had over increasing health care costs only after the uproar seems disingenuous at best.  It seems much more likely the "we chose to absorb the full increase" was a reaction, not a first move.  The so called "bean counters" would probably conclude that the company saved so much money in immediate real dollars as well as the "accounting dollars" of future years that holding the line for a year was a relatively cheap way to try to offset the public relations disaster of dropping the subsidy. 

 

It is also insulting to read how more than 500 retirees "took advantage" of the new Dental PPO and nearly 500 selected Vital Savings.  I would strongly suggest that few if any of these 1000 or so retirees would have selected either choice if not forced into it by the subsidy elimination.

 

Of final note is the lame attempt to limit the scope of Mr. Donaldson's remarks in April 2000.   If I read his remarks correctly he said that he "understood the importance of retiree benefits and that Aetna would stand behind its' obligations." So now Aetna says he really only meant that statement would apply and Aetna would do the right thing if the possible split into two companies went forward.  The double talk two months later not withstanding, nor the hiding behind the "Aetna retains the right...." lessens the impact of these actions.

 

Aetna had those rights for more than 125 years, and rose to become the premier multi-line insurer in the world.  Only after a series of missteps by the most senior of the management team put the company and hence the many dedicated and loyal employees behind the eight ball were any of these benefits at risk.  And all the while those senior managers, and probably today's as well enjoyed or will in the future packages where they'll get credit for the maximum years of service for the pension benefit, even if they spend only a few years actually on the corporate payroll.  Check the details out for the "big" guys who have left in the last 15-20 years.  Bet they ain't losing a dime of their packages, and some are probably collecting 6 figure payouts on the pensions.  Shame on them.

 

William Albrecht

Naples, FL   34112