Trustees and Administrators Institutes - Advanced Trustees

Monday, February 15 - Wednesday, February 17, 2010
Disney's Contemporary Resort, Lake Buena Vista, FL

In today’s ever-changing world of economic turmoil, pending legislation and subsequent new requirements affecting benefits, “advanced” trustees may feel like “new” trustees and even experienced administrators need answers. The Trustees and Administrators Institute is a longstanding educational even that has been the cornerstone of education for new and advanced trustees and administrators of multiemployer trust funds for more than 40 years. The Intenational Foundation’s time-honored tradition of quality, relevance and objectivity continues with the 2010 program where session topics are developed by active trustees, administrators and professional advisors.


Program Highlights

  • Update on the latest issues shaping employee benefit plan design
  • Assessing your current plan structure, management policies and administrative practices to determine if a modified approach is in order
  • Developing sound benefit strategies for an evolving workforce

Session Topics

  • Economic Forecast
  • The Latest on Health Care Reform
  • Legislative/Regulatory Developments in the Pension Arena
  • Understanding the Complexities of Information Provided by Your Plan Advisors
  • Pension Protection Act Update
  • Health Care Regulatory Landscape
  • Employer Withdrawal Liability
  • Health Care Accountability at a Personal Level
  • Alpha, Beta, etc. . . .It’s All Greek to Me
  • Legal/Fiduciary Update
  • Trustee Expenses Revisited
  • Health Care Accountability at a Personal Level
  • A Trustee’s Two-Hat Dilemma
  • The Many Faces of Risk
  • Selecting and Monitoring Your Plan Professionals
  • Valuation Policies for Alternative Investments
  • The World of Specialty Drugs
  • Filing Forms: Trustee Liability Revealed
  • Withdrawal Liability
  • The Future of Retirement
  • Health Care Fraud: What Trustees Need to Know
  • Defined Contribution Plans: Another Source of Retirement Security
  • The Future of Retirement

For specific program content, call Mary Jo Bugembe, (262) 373-7641; or e-mail maryb@ifebp.org.

Sponsorships and Exhibits

Sponsorships and exhibits are available at this program.
For sponsorship information, please contact Ronaelle Carlson at (262) 373-7748 or ronaellec@ifebp.org; or Cheryl Hyslop at (262) 373-7657 or cherylh@ifebp.org.

For exhibit information, please contact Cheryl Hyslop at (262) 373-7657 or cherylh@ifebp.org.

Orlando, Florida

Hotel Information

Disney's Contemporary Resort

(407) 824-3869

Please contact the hotel directly for new reservations and changes. Beginning Thursday, February 4 notify BOTH the hotel and the Foundation of cancellations.

Orlando Travel Information

Visit the Orlando travel information page for details on hotel, transportation and discounted Walt Disney World Tickets.

Who Should Attend

Multiemployer Training Training Paths
level 1level 2level 3level 4level 5level 6level 7level 8level 9level 10
Levels

The Advanced Trustees Institute is designed for the experienced trustee—Previous attendance at the New Trustees Institute is strongly recommended.

Download the Brochure

Download the full brochure. [PDF]

Current Session Schedule [PDF]

Registration Information
  Member Non Member

Through 1/4/2010 $1,020.00 $1,215.00
After 1/4/2010 $1,170.00 $1,365.00
 (#02-1002AT)



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