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 firstname.lastname@example.org.
For more information about this new program, contact Tiffany Ulbing at
ph. 262-373-7652 or email@example.com.