Advanced Trustee Management Standards® (ATMS®)

The Advanced Trustee Management Standards (ATMS®) program offers thorough, advanced education for trustees and other senior-level policy makers in the critical areas of compliance, governance, funding and plan design, administration, investments, underwriting methods, managing plan costs, communications and ethics. It’s a comprehensive, integrated curriculum dealing with the critical areas of pension and health and welfare fund management and leadership, available in multiple locations.

ATMS® Part IV Pensions, introduced in 2007, has been restructured and renamed to ATMS® Part IV. ATMS® Part IV will apply to either the Certificate in Pension Fund Leadership or the Certificate in Group Benefits Leadership (when available). ATMS® Part III Pensions is already being offered and it is anticipated ATMS® Part III Group Benefits will be available in 2010.

Certificates

ATMS® Management Tracks
Launch your ATMS educational experience by earning an ATMS Management certificate.

• Pension Fund Management
• Group Benefits Management

ATMS® Leadership Tracks
Upon completing your Certificate in Pension Fund Management or Group Benefits Management, take your knowledge to the next level with a leadership certificate.

• Pension Fund Leadership
• Group Benefits Leadership

Designed For

Multi-employer plan trustees, public sector trustees and individuals with senior-level policy-setting/decision-making responsibilities. In order to register for ATMS® Part I and either Part II, individuals must have served three or more years as a trustee or in a senior-level policy-setting role. Additionally, individuals must complete an ATMS® certificate in either Group Benefits Management or Pension Fund Management before registering for Part III Pensions and/or Part IV. 

Prerequisites

Required before beginning an ATMS course of study (waived for public sector trustees):
Three or more years of service as a trustee OR three or more years in a senior-level, policy-setting role for a fund

Optional but Strongly Recommended:
Previous attendance at the Foundations for Trustees programs (formerly Fundamentals for New Trustees)

Program Highlights

• Learn critical facts and insights for effectively monitoring and self-regulating your fund
• Learn how to select strategies and tools to achieve a high level of performance
• Participate in intense, interactive learning sessions where you question each aspect of your plans’ objectives and organization

ATMS® Quality Series

The ATMS® Quality Series provides continuing education exclusively for graduates of the ATMS® program who have already earned an ATMS certificate. The ATMS® Quality Series features rotating topics to meet the needs of advanced-level trustees, allowing them to continually increase their expertise.

For more information on program content, please contact Mary Jo Bugembe at (262) 373-7641 or email maryb@ifebp.org.