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International Foundation of Employee Benefit Plans

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

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Next dates

Jul 26—27
2 days
Halifax, NS, Canada
CAD 2305 ≈USD 1722
CAD 1152 per day
Sep 14—15
2 days
Whistler, BC, Canada
CAD 2305 ≈USD 1722
CAD 1152 per day
Nov 23—24
2 days
San Francisco, CA, USA
CAD 2305 ≈USD 1722
CAD 1152 per day





  • 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.


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