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International Foundation of Employee Benefit Plans

Foundations of Trust Management Standards (FTMS™)

Nov 22—24, 2019
3 days
San Francisco, CA, USA
CAD 2305 ≈USD 1737
CAD 768 per day

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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.


  • 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.


Mr. Adams has been in the benefits industry for more than 20 years as an administrative agent (third-party administrator) and consultant to multi-employer trust funds and student unions. His area of expertise is in benefit plan design, administration and cost control. In Mr. Adams’ role as vice p...
Mr. Janz specializes in structuring and developing solutions within an asset-liability risk management framework. With more than 16 years of industry experience in investment management and consulting, he works for Phillips, Hager & North Investment Management and RBC Global Asset Management ...
Ms. Amos is general counsel for Shannex Inc. Previously, she practiced law with a large regional law firm where she represented and provided advice to pension plan sponsors, administrators and employee groups. She has advised clients in relation to legislation and regulation, pension plan interpr...
Mr. Arsenault is vice president benefit consulting for Benefit Plan Administrators (Atlantic) Ltd. Previously, he was successful in creating his own position with a large third-party administrating organization based in the West, where Mr. Arsenault spent four years as the Atlantic regional vice ...
With a decade of experience, Jesse has become a trusted advisor and advocate to unions, employees and to trustees of pension and health and welfare plans. With a collaborative approach, he assists his clients in resolving complex challenges by developing effective strategies to advance their lega...
Mr. Babcock is a senior vice president with Aon in Calgary, Alberta. As a member of the health and benefits practice, he is responsible for the effective maintenance of current client programs and the development of new business within his area of expertise. Mr. Babcock’s primary focus areas incl...
Avinash is a senior consultant with PBI Actuarial Consultants Ltd., consulting to negotiated cost trusteed clients with regard to the provision of group benefit programs. He has over 20 years of insurance and consulting experience. Avinash has a broad range of experience in employee benefits and ...
Mr. Jeffrey C. Baldwin, also known as Jeff, CPA, CA, GBA, BBA (hons.) has been the President at Benefit Plan Administrators Limited (BPA) since 2011 and serves as its Privacy Officer. Mr. Baldwin oversees all BPA operational departments (administration, pension, claims) as well as finance and inf...
Mr. McCreary’s practice focuses on representing trade unions before the OLRB, boards of arbitration and all levels of courts in Ontario. He is also council to a number of multi-employer pension and benefit plans and has been a pension plan trustee. Mike is certified by the Law Society of Upper Ca...
Mr. McNeill is a Senior Vice President and the Canadian Business Leader. He is located in Segal’s Toronto office and has many years of experience in employee benefits consulting in Canada and the U.K. Mr. McNeill leads strategic planning initiatives for retirement services and products and provid...