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International Foundation of Employee Benefit Plans

Advanced Trustees and Administrators Institute

Trustee Education
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The Advanced Trustees and Administrators Institute is designed to keep experienced trustees informed of the latest industry trends, legal and regulatory changes, and best practices as well as bringing new ideas to light. Attendees gain a deeper understanding of how to run their pension and health and welfare funds.

Don’t miss this time-honored educational event. Developed by active trustees, administrators and professional advisors, each session is designed to address the issues you face today and prepare you for what lies ahead. In these challenging times, you can count on the International Foundation to deliver timely, relevant and balanced education on the trends, issues and future direction of the industry.


  • Economic Update
  • Legislative Update—Retirement Funds
  • Understanding Your Insurance Options
  • Legislative Update—Health Funds
  • Properly Communicating Retirement Options
  • The Changing Health Care Environment
  • Tackling Prohibited Employment
  • What to Do About Cybersecurity
  • Pharmacy Benefits
  • Payroll Audits and Delinquencies
  • Handling the Opioid Epidemic
  • The Challenges of Withdrawal Liability
  • ​Mental HealthRunning Effective Trust Fund Meetings
  • Ancillary Benefits Options
  • Advice on How to Handle Your DOL/IRS Audits
  • Effective Trust Fund Administration
  • Guided Open Forum—Trustees
  • Guided Open Forum—Administrators
  • Changes in Retiree Health
  • What to Expect From Your Investment
  • Consultants and Managers
  • The Trustee-Administrator Relationship
  • Auditing the Auditor

Benefits of Attending

  • Learn from industry experts about the current state of affairs and latest reform initiatives—Be prepared for what lies ahead.
  • Network with peers who face similar challenges—Learn from their mistakes, benchmark your performance and gather workable ideas and solutions to implement.
  • Bring home helpful resource materials to share with colleagues, from sample documents to checklists and case studies—The value of your attendance will continue long after you've left the program.

Who should attend

This Institute is designed for experienced multiemployer trustees, those who have attended the New Trustees Institute and those who have served as a trustee for more than two years, as well as salaried and contract administrators of all experience levels.


Kristin has a wealth of expertise, with particular strengths in development of innovative market solutions leveraging technology and risk based contracting. She has a demonstrated record of success building organizations from the ground up and recognized as a thought leader in pharmaceutical supp...
Mr. Berry is president of KB Berry & Assoc., Inc., a consulting firm specializing in cost-containment programs aimed at reducing medical and prescription drug costs. Prior to starting his own company, he was president of Associated Third Party Administrators (ATPA) and Accelera Health (ATPA’s...
Allison Madan’s experience spans issues arising under ERISA, the Internal Revenue Code and related laws. Ms. Madan has significant experience in matters related to multiemployer pension, health and welfare and training plans, as well as plans maintained by tax- exempt organizations. She counsels ...
Neal serves as legal counsel to numerous pension and welfare benefit plans subject to ERISA. His clients span a wide variety of industries, including professional sports, teamsters, building and construction, health care, industrial, wholesale and retail food and newspaper publishing. He has part...
Mr. Tanz is a vice president and senior consultant in Segal’s New York office. He has over 25 years of experience in the Taft-Hartley multiemployer industry and is an expert in multiple disciplines, including executive leadership, management, software engineering, project management, database adm...
Mr. Toner is responsible for the overall investment output at Verus, for both discretionary and non-discretionary clients. His particular focus is on ensuring that the entire investment resources of the firm are applied in the most effective way for each client, and that the asset allocation, por...


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