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International Foundation of Employee Benefit Plans

Essentials of Multiemployer Trust Fund Administration

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About the course

As the International Foundation's most highly rated fundamentals course, the Essentials of Multiemployer Trust Fund Administration program provides the foundation to successfully operate in all areas of trust fund administration.

Stay informed of legal and regulatory changes, access resources from industry professionals and develop a supportive peer network with others who face similar challenges.

A limited class size promotes engagement and interactivity in order to enhance your educational experience.

Sample Topics

  • Legal and Regulatory Environment
  • Overview of Insurance for Funds,Trustees and Administrators
  • Fundamentals of Pension Plans
  • Insurance for Funds
  • Managing People
  • Accounting
  • Fundamentals of Health Plans
  • Communicating Change and Essential Information

Who should attend

  • Recently promoted supervisors or administrators
  • Individuals seeking advancement
  • Lead administrative staff and managers
  • Account representatives
  • Staff new to benefits
  • New staff providing professional support services to multiemployer clients

Trust the experts

Moira Kelly

Education: Master’s Degree in Dispute Resolution and a Bachelor of Arts degree, Marquette University; Master of Science (Management), Cardinal Stritch University Current Position: Private practice, KELLY CONSULTING LLC, a consulting firm that specializes in workplace dispute resolution, organi...


Jani Rachelson

Jani K. Rachelson is a Partner at Cohen Weiss and Simon LLP in New York, where her practice focuses on employee benefits law. She represents multiemployer employee benefit plans, as well as plans sponsored by unions for their internal staff. She provides compliance advice to plan clients with res...


Lisa Gomez

Lisa M. Gomez joined the firm in 1994 and became a partner in 2002. Ms. Gomez practices primarily in the area of employee benefits law. She represents and advises a federal employee health benefit plan, various multiemployer pension and welfare plans, single employer plans, and jointly administe...


Lawrence Beebe

Specializations Industry Labor Organizations Multiemployer Benefit Plans Story Lawrence “Larry” R. Beebe, CPA, is Partner at Withum with over 40 years of experience. Larry has carried on both a family legacy and developed his own unique talents, specializing in employee benefit plans, labor...


Peter Rosene

Peter M. Rosene is a shareholder in Reinhart’s Employee Benefits Practice and Taft-Hartley Group. Peter specializes in all aspects of ERISA plan compliance. He has 37 years of multiemployer benefit experience. Peter’s practice centers on representing trustees/fiduciaries in employee benefit plan...


Christopher Brecht

Mr. Brecht joined Carday Associates in 1995 as the Operations Manager with responsibility for the day-to day management of Carday's main office. In 2001, he was promoted to General Manager. His responsibilities expanded to include budgeting and finance decisions. In 2005 he was named as the Chief...


Wendell Perkins

Mr. Perkins was senior managing director and senior portfolio manager at Manulife Asset Management. He was responsible for equity research, strategy and implementation for several international and global value equity strategies. Manulife Asset Management, which manages $343 billion globally, is ...


Tupper Hillard

Mr. Hillard joined the Washington Office of Segal in December 2001 as vice president, eastern region communications. He now resides in Phoenix as the west region communications practice leader. Mr. Hillard is responsible for development, design and implementation of communications strategies and ...


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