Topics will include:
- Funding and Plan Design
- Strategic Administrative Practices
- Investments
- Case Study
On day two, attendees will be divided into small work groups to participate in a case study. The case study will be distributed on the first day of class and should be read that evening in preparation for the next day’s discussion. Please plan your schedule accordingly.
Attendance required. To earn credit toward the ATMS certificate, you must be present for the entire program, including all case study group work. Please make your travel plans accordingly.
Prerequisites
- Before beginning an ATMS course, you must have served three or more years as a trustee, or in a senior-level, policy-setting role for a pension fund (waived for public sector trustees).
- Previous attendance at an educational program for new trustees such as Foundations of Trust Management Standards is strongly recommended.
- While you may take Part II before Part I, please note that Part I is designed to lay the foundation for ATMS course work. In order to maximize your learning experience, we highly recommend that you take Part I before Part II.