New Trustees Institute — Level I: Core Concepts

International Foundation of Employee Benefit Plans

How long?

  • 3 days
  • in person, online

What are the topics?

International Foundation of Employee Benefit Plans


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Who should attend

The New Trustees Institute is designed for trustees who have served for less than two years on ERISA-covered plans or who have not previously attended an International Foundation educational program. The New Trustees Institute is also ideal for collective bargaining personnel and others who work with trustees and would like a better understanding of their role and responsibilities.

About the course

As a track of the Trustees and Administrators Institute, the New Trustees Institute focuses on your role as a trustee, your understanding of the key issues in managing your pension and health and welfare funds, and the complex environment of benefits.

As the first step in the trustee education path, trustees will obtain a basic understanding of their fiduciary responsibility, the legal environment, best practices and current issues in the benefits industry.


  • Legal and legislative framework
  • Two-hat structure
  • Governing documents
  • Key governmental agencies
  • Required communication
  • Fiduciary and co-fiduciary obligations
  • Duty to monitor fees
  • Liability Insurance


  • Terminology
  • Modern portfolio theory
  • Asset allocation
  • Asset classes
  • Investment policies
  • Institutional vs. individual portfolios
  • Investment managers

Health Care

  • Terminology
  • Funding and resources
  • Prescription drugs
  • Legal framework
  • ACA
  • Basic health care financial information
  • Plan types
  • Legislative and regulatory requirements


  • Terminology
  • Defined benefit plans
  • Defined contribution plans
  • Pension reform legislation
  • Role of the actuary
  • Funding methods
  • Assumptions
  • Plan design (traditional)
  • Administration


  • How to be a good trustee
  • Trustee meetings/agendas, minutes
  • Working with professionals
  • Trustee orientation
  • Financial statements
  • Dealing with two-hat dilemma
  • Role of your administrator
  • Payroll audit


Peter Rosene

Peter M. Rosene is a shareholder in Reinhart’s Employee Benefits Practice and Taft-Hartley Group. Peter specializes in all aspects of ERISA plan compliance. He has 37 years of multiemployer benefit experience. Peter’s practice centers on representing trustees/fiduciaries in employee benefit plan...

Christopher Brecht

Mr. Brecht joined Carday Associates in 1995 as the Operations Manager with responsibility for the day-to day management of Carday's main office. In 2001, he was promoted to General Manager. His responsibilities expanded to include budgeting and finance decisions. In 2005 he was named as the Chief...

Ian Jones

Mr. Jones joined AndCo Consulting (formerly The Bogahn Group) in July 2014, where he serves as a senior investment consultant to TaftHartley and jointly trusteed benefit plans. He has over 30 years of institutional investment consulting and investment management experience working for firms inclu...

Robert Projansky

Robert M. Projansky is a partner in Proskauer’s Employee Benefits & Executive Compensation Group, head of the Health Care Reform Task Force and co-head of the Hiring & Terminations Group. Rob has a broad practice advising both multiemployer and single employer clients on all issues relat...

Dee Shaw

Ms. Shaw is a health benefit consultant in Los Angeles. Most recently she was the associate vice president (AVP) of employer engagement and strategy at City of Hope in Los Angeles, where she is responsible for employer initiatives, including exploration, expansion and development of business oppo...

Victor Harte

Experience Victor’s clients have included not-for-profit organizations, public entities, Taft-Hartley funds, law firms, and corporations. His areas of expertise include defined benefit plan funding issues, funding improvement and rehabilitation plans, expense requirements, plan redesign, and non...

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New Trustees Institute — Level I: Core Concepts at International Foundation of Employee Benefit Plans

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Full disclaimer.

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