- Understand sources of law applicable to trusts—constitutional, legislative, common law.
- Identify problems and issues that can arise when legal duties conflict.
- Understand Pensions Benefits Act (PBA) standards and their application to modern plan governance.
- Recognize potential legal problems that have arisen from trustee decisions (cases).
- Apply requirements, modern governance and best-practice principles to identify risks and propose actions to address.
- Outline the benefits of sound risk management process.
- Identify major risks trustees face in the current benefits environment and provide examples of indicators.
- Identify models, best practies, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
- Apply risk managemnet analysis to gain insight into plan risks and actions to mitigate them.
- Explain the significance of competencies and personal bias on effective board process.
- Explain the significance of the interrelationships amoung benefit design, funding and investment policy decision making on effective management of all types of trusts/plans.
- Outline and apply steps in the funding policy cycle to both pensions (DB and DC) and health and welfare plans.
- Describe the significance of governance to trustee decision making related to trust/plan funding, investment and finance.
- Identify key sources of financial information that support decision making.
- Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.
Governance is a key knowledge area for effective management of trusts. While there is not a separate session devoted to the topic, governance considerations will be discussed throughout the ATMS curriculum.
Before enrolling in ATMS, you must
Day One: 8:15 a.m. – 4:30 p.m.
Days Two, Three and Four: 8:30 a.m. – 4:30 p.m.
RIBO credit is not available for this program.
For inquiries regarding continuing education (CE), please contact the Foundation’s CE department at (262) 786-6710, option 2; or email email@example.com.
For more information about this new program, contact Tiffany Ulbing at
ph. 262-373-7652 or firstname.lastname@example.org.