International Foundation of Employee Benefit Plans

Funding, Investment, Finance — Advanced Trust Management Standards (ATMS™) — Session B

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About the course

Topics

Funding / Investment / Finance

  • Explain the significance of the interrelationships among benefit design, funding and investment policy decision making on effective management of all types of trusts/plans.
  • Define risks for plans and members in funding and investing policy development.
  • Describe the significance of governance to trustee decision making related to trust/plan funding, investment and finance.
  • Identify key sources of financial information that support decision making.
  • Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.

Governance

Governance is a key knowledge area for effective management of trusts. While a separate session is not devoted to the topic, governance considerations will be discussed throughout the ATMS curriculum.

Course Description

ATMS is an assessment-based program that expands upon the four key knowledge areas (Legal, Administration, Governance, and Funding/Investment/Finance) covered in the Foundations of Trust Management Standards (FTMS) program. ATMS will add breadth and depth across all four key knowledge areas, deepen the pension and health and welfare application, as well as develop related skills.

Benefits of Attending

Trustees play an important role in addressing the health and retirement needs of plan members and need to be confident and competent in that role. ATMS helps trustees build upon their past education and practical experience by focusing on applying the knowledge gained to future decisions through engaging instruction and interactive case studies.

Who should attend

ATMS is the next step for those who have earned an FTMS Certificate of Achievement. It is also recommended for advanced-level appointed and elected multi-employer, public sector and corporate plan trustees of any trust type as well as benefit office staff. ATMS is applicable for trustees of both pension and health and welfare trust funds.

Trust the experts

Timothy Adams

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...

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Andrew Janz

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 ...

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Kiersten Amos

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...

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Ross Arsenault

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 ...

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Jesse Kugler

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...

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Art Babcock

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...

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Avinash Maniram

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 ...

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Jeffrey Baldwin

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...

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Michael McCreary

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...

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Cameron McNeill

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...

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