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International Foundation of Employee Benefit Plans

Legal, Administration — Advanced Trust Management Standards (ATMS™) - Session A

Nov 23—24, 2019
2 days
San Francisco, CA, USA
CAD 2305 ≈USD 1740
CAD 1152 per day

How it works


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  • Understand sources of law applicable to trusts—constitutional, legislative, common law.
  • Identify problems and issues when legal duties conflict.
  • Understand Pension Benefits Standards Act (PBSA) standards and their application to modern plan governance.
  • Recognize potential legal problems resulting from trustee decisions (cases).
  • Apply modern governance and best-practice principles to identify risks and propose actions to address.


  • Outline the benefits of sound risk management process.
  • Identify major risks trustees face in the current benefits environment, and provide examples of indicators.
  • Identify models, best practices, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
  • Apply risk management analysis to gain insight into plan risks and identify actions to mitigate them.
  • Explain the significance of competencies and personal bias to effective board process.


  • 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 course.

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 (see prerequisites section for more information). ATMS is applicable for 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...


Detailed Description
Detailed Description

Next dates

Nov 23—24, 2019
2 days
San Francisco, CA, USA
CAD 2305 ≈USD 1740
CAD 1152 per day

How it works

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