For Trustees of Pension Funds
The concentrated agenda of Part II in Pensions incorporates a sophisticated assessment of the relationship between benefit, funding and investment policies, and the key components of plan administration requiring Board oversight. Plan design, and detailed information on dissecting the actuarial valuation are reviewed. The role and accountability of the Board and administrators is thoroughly analyzed. Expert practitioners examine the risk assessment and due diligence process, asset allocation decisions and monitoring investment managers. Ways to measure and benchmark returns are treated in depth.
Additional Course Notes
Prerequisites
- Before beginning an ATMS course, you must have served three or more years as a trustee in a senior-level, policy-setting role (waived for public sector trustees).
- Previous attendance at an educational program for new trustees such as the Foundations for Trustees program (formerly Fundamentals for New Trustees) is strongly recommended.