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International Foundation of Employee Benefit Plans

Foundations of Trust Management Standards (FTMS™)

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Next dates

Jul 25—27
3 days
Halifax, Nova Scotia, Canada
CAD 2305 ≈USD 1722
CAD 768 per day
Nov 22—24
3 days
San Francisco, CA, USA
CAD 2305 ≈USD 1722
CAD 768 per day

Description

Foundations of Trust Management Standards (FTMS) increases knowledge and understanding of the basics of the four key knowledge areas of effective management of trusts: Legal, Administration, Governance and Funding/Investment/Finance. Trustees will be able to highlight why these key knowledge areas are important and identify sources of additional information. Course materials consist of all on-site presentation materials, supplementary readings and additional information for future reference.

Topics

  • Legal
  • Administration
  • Governance
  • Funding/Investment/Finance

Benefits of Attending

  • Understand health and retirement needs of plan members.
  • Gain knowledge in trust operations, including health and welfare plan structure.
  • Learn about the increasing general concerns of regulators regarding the significance of health and welfare and pension trust management.

Who should attend

Newly appointed/elected multi-employer, public sector and corporate plan trustees, benefit office staff and individuals returning to trustee service after an extended absence. Also, potential trustees (as part of your succession planning), providers of service to trust fund plans and trustees of both pension and health and welfare trust funds.