The Trustees and Administrators Institutes present three side-by-side institutes to provide the education needed at the level that fits your experience and role. Each track of sessions is updated annually and speakers are hand-picked, ensuring that you will receive practical education on the latest developments, how-to strategies and techniques for effective fund leadership.
Benefits of Attending
- Gain pertinent information presented for your specific role. Content is developed by active trustees, administrators and professional advisors.
- Build a deeper understanding of the critical issues facing benefit trust funds.
- Learn and network with peers of similar experience levels and roles.
- Take home tools, techniques and benchmarks for maximizing your effectiveness.
- Gain firsthand knowledge shared by leading consultants and practitioners.
- Enhance your leadership with fiduciary best practices.
Program Tracks
New Trustees Institute
Designed for trustees who have served for less than two years, or who have not previously attended an International Foundation educational program.
- Overview of the role and responsibilities of trustees
- Exploration of the key areas of legal and legislative compliance, trust fund accounting, health care and pension funds, investment and fund assets, and plan administration
Advanced Trustees Institute
Designed for the experienced trustee—Previous attendance at the New Trustees Institute is strongly recommended.
- Update on the latest issues shaping employee benefit plan design
- Assessing your current plan structure, management policies and administrative practices to determine if a modified approach is in order
- Developing sound benefit strategies for an evolving workforce
Administrators Institute
Designed for salaried and contract administrators of varying levels of experience.
- Update on the latest issues in benefit plan administration
- Benchmarking your standards against the best practices in your field
- Taking a hands-on approach to the possible implementation of new administrative strategies