Trustees Institute - Level II: Concepts in Practice

International Foundation of Employee Benefit Plans

How long?

  • 2 days
  • in person

What are the topics?

International Foundation of Employee Benefit Plans

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Who should attend

Designed for trustees who have served for three to five years on an ERISA fund and have completed the New Trustees Institute—Level I: Core Concepts. This conference is also for ideal for plan professionals involved in the overall support and management of multiemployer benefit plans.

About the course

Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending Trustees Institute—Level II: Concepts in Practice. Held during the first two days of Trustees and Administrators Institute, this program will take the concepts and education provided at New Trustees Institute—Level I: Core Concepts into more depth and applicability, expanding on need-to-know topics. Discover best practices, identify solutions and find answers to your questions. Class size is limited to foster deeper comprehension and peer-to-peer discussion.

Topics/Agenda

Governance/Administration

  • Fiduciary duty
  • Policies and procedures
  • Group scenarios
  • Prohibited transactions
  • Deadlocks and arbitration
  • Board governance
  • Fraud prevention detection

Investments

  • Terminology and reports
  • Who are the players? What are their roles?
  • Asset allocation
  • Other investment issues
  • Alternative investment options
  • Investment open forum

Retirement

  • Financial literacy
  • DC plans/annuity
  • Pension basics
  • PPA-MPRA
  • Plan redesign
  • Withdrawal liability
  • Open forum

Health Plans

  • Health plan basics
  • Appeals committee
  • Prescriptions and mental health
  • Monitoring and selecting service providers
  • Rapid-fire Q&A
  • Emerging issues

Benefits of Attending

  • Learn from industry experts about the current state of affairs and latest reform initiatives—Be prepared for what lies ahead.
  • Network with peers who face similar challenges—Learn from their mistakes, benchmark your performance, and gather workable ideas and solutions to implement.
  • Bring home helpful resource materials to share with colleagues, from sample documents to checklists and case studies—The value of your attendance will continue long after you’ve left the program.

Videos and materials

Trustees Institute - Level II: Concepts in Practice at International Foundation of Employee Benefit Plans

From  $2,180
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Full disclaimer.

Because of COVID-19, many providers are cancelling or postponing in-person programs or providing online participation options.

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