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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.
Legal and Regulatory Environment
Overview of Insurance for Funds,Trustees and Administrators
Fundamentals of Pension Plans
Insurance for Funds
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
Staff new to benefits
New staff providing professional support services to multiemployer clients
Master’s Degree in Dispute Resolution and a Bachelor of Arts degree, Marquette University; Master of Science (Management), Cardinal Stritch University
Private practice, KELLY CONSULTING LLC, a consulting firm that specializes in workplace dispute resolution, organi...
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 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...
Multiemployer Benefit Plans
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 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...
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...
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 ...
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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