Training and Education Funds

Foundation Publication Search Results

These summaries were compiled from Foundation Publications Search, a database of articles, research reports and books published by the International Foundation and the International Society of Certified Employee Benefit Specialists.


Running an Apprenticeship Fund Like A Business.
Staab, Andrew E.; Benefits Magazine; v54 no7 pp 42-47 Jul 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Administering an apprenticeship fund can be complex, requiring funds to follow not only good educational administration practices but also good business practices. This article is excerpted from a chapter "Trustee Handbook: A Guide to Labor-Management Employee Benefit Plans," eighth edition, published by the International Foundation.
[0200620]

Link To Full Article
Leveraging Grants for Training Funds.
Hornberger, Kent; Benefits Magazine; v54 no6 pp 24-29 Jun 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Grants can be an important source of funding for registered apprecticeship programs. This article provides tips for applying for and managing grants and offers insight into the future of some federal grant programs.
[0200594]

Link To Full Article
New Requirements Aim to Increase Apprenticeship Diversity.
Germaine, Jennifer E.; Benefits Magazine; v54 no4 pp 24-29 Apr 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The U.S. Department of Labor in December 2016 released final regulations that revise nondiscrimination and affirmative action requirements for apprenticeship programs.
[0200524]

Link To Full Article
Redefining Instruction in Appenticeship Training.
Johnson, Mark L.; Lambeth, Jeanea M.; Benefits Magazine; v54 no1 pp 42-47 Jan 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The authors believe a relatively small adjustment in how instructors teach technical skills to apprentices might help apprentices reach proficiency more quickly and efficiently.
[0200408]

Link To Full Article
Redefining Instruction in Apprenticeship Training.
Johnson, Mark L.; Lambeth, Jenea M.; Plans & Trusts; v35 no1 pp 14-18 Jan-Feb 2017; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The authors believe a relatively small adjustment in how instructors teach technical skills to apprentices might help apprentices reach proficiency more quickly and efficiently.
[0200438]

Link To Full Article
Trustee Handbook: A Guide to Labor-Management Employee Benefit Plans.
Beebe, Lawrence R.; 529 pp 8th ed.; book

Availability : International Foundation of Employee Benefit Plans
Abstract : A reference tool for trustees, administrators and others who serve multiemployer benefit plans, this book includes a collection of practical articles covering fiduciary responsibility, plan design and financing, plan administration, liability insurance, actuarial considerations, accounting, investment management and much more. Additional topics include: educational policies and reimbursement of plan expenses; using committees effectively; running an apprenticeship program like a business; and using social media as a communications tool.
[0200718]

Link To Full Article
Benefit Trends: Apprenticeship Programs Outlook Positive Despite Challanges.
Held, Justin; Benefits Magazine; v53 no2 pp 8-9 Feb 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Although the economy is seen as the major challenge for a majority of U.S. and Canadian apprenticeship programs, funds also are concerned about a shortage of skilled candidates, a lack of potential funding sources and external competition from both union and nonunion environments.
[0200047]

Link To Full Article
Quick Look: Trends in Apprenticeship Programs.
Benefits Magazine; v53 no2 p10 Feb 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Representatives of apprenticeship and training programs generally are optimistic about the hiring outlook for their industries, although they predict challenges in recruiting and retaining apprentices, according to "Top Trends in Jointly Managed Apprenticeship Programs: 2016 Survey Results."
[0200048]

Link To Full Article
Economy, Skills Shortage Challenge Apprenticeship Programs.
Held, Justin; Plans & Trusts; v34 no1 pp 20-21 Jan-Feb 2016; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Although the economy is seen as the major challenge for a majority of U.S. and Canadian apprenticeship programs, funds also are concerned about a shortage of skilled candidates, a lack of potential funding sources and external competition from both union and nonunion environments.
[0200024]

Link To Full Article
Top Trends in Apprenticeship Programs: 2016 Survey Results.
International Foundation; 35 pp 2016; survey

Availability : International Foundation of Employee Benefit Plans
Abstract : Apprenticeship programs in the U.S. and Canada are starting to offer more than just extensive skill instruction as part of training. Nearly 60 percent of apprenticeship programs are looking beyond the job title of electrician, carpenter, plumber or construction craft laboror, and offering life skills training as part of the apprenticeship curriculum, with an additional 20 percent considering adding the training.
[0168022]

Link To Full Article
Innovative Apprenticeships Build and Sustain Careers.
Wyman, Nicholas; Plans & Trusts; v33 no6 pp 6-11 Nov-Dec 2015; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Since 2000 registered apprenticeship programs in Canada have swelled, driven by workforce turnover and government incentives. Apprenticeships help build skills and competence needed to replace retiring workers, providing pay during the learning phase. They are well established as an educational and employment path in competitive European countries where stakeholders collaborate to provide classroom learning, on-the-job training and mentoring. Keys to success for an apprenticeship program are onsite work, mentoring and vertical integration of within an organization. Additional important elements are commitment by the program and apprentices, good pay and advancement opportunities, partnership with educational institutions and personalized coaching.
[0167491]

Link To Full Article
Launching a Mentored Apprenticeship Model: How and Why.
Wyman, Nicholas; Benefits Magazine; v52 no11 pp 36-40 Nov 2015; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : While apprenticeships yield successful and well-paid employment for participants and a strong return on investment for the national economy, the learning model has been little used relative to other countries. Progressive multiyear apprenticeships can provide a solution for the rising shortage of workers in certain high-growth sectors, building a diverse and permanent workforce. With academic study, on-the-job training and mentoring, tiered apprenticeships provide a career ladder that engages workers as they grow into leadership and management levels. Components of other countries' programs can be adopted in the U.S., supporting both apprentices and mentors. Programs should be built on long-term commitment and investment, good pay and advancement, reasonable time commitment by apprentices, mentor relationships, partnerships with local educational institutions and providing value for participating companies.
[0167446]

Link To Full Article
Laws Prohibiting Discrimination [sic] Employment or Training.
Kennedy, Richard T.; Vater, Joseph A., Jr.; Benefits Magazine; v52 no7 pp 8-9 Jul 2015; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Trustees of plans offering apprenticeship and training programs must be aware of federal, state and local laws protecting employees and trainees from discrimination. The Equal Pay Act of 1963 amended the Fair Labor Standards Act to require equal pay regardless of gender for work involving the same skills and responsibilities under comparable working conditions for a given company. The Age Discrimination in Employment Act of 1967 bans discrimination based on an individual's being age 40 or older, whether an employee, trainee or candidate. Under Title VII of the Civil Rights Act of 1964, as amended, discrimination based on race, color, religion, sex or national origin is prohibited, as are racial, religious, ethnic and sexual harassment in the workplace. Title I of the Americans with Disabilities Act of 1990 protects those with a physical or mental impairment. Its provisions extend to physical access to buildings used for work or training. The DOL has further regulations on equal employment opportunities applicable to recruiting and training prospective employees. The Family and Medical Leave Act and Uniformed Services Employment and Reemployment Rights Act also apply to employee groups of sufficient size.
[0166955]

Link To Full Article
What's Working Training At-Risk Youth.
Bergstrom, Kathy; Plans & Trusts; v33 no4 pp 4-6 Jul 2015; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The Hammer Heads employment program is a 12-week course sponsored by the Central Ontario Building Trades. This program gives at-risk youth job training for a wide variety of construction trades, and graduates usually come out of the program with apprenticeships and job offers. Hammer Heads boasts a success rate of 88 to 100 percent, and employers who hire these graduates find them to be the best of the team. To be eligible, potential students must be referred by a job coach or social worker and must have completed Grade 10 math, English and science.
[0167035]

Link To Full Article
Conversation With Randi Weingarten.
Vogel, Chris; Benefits Magazine; v52 no1 p 10 Jan 2015; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Multiemployer and public employee pension funds can play an important role in funding infrastructure projects that put construction workers back to work, according to Randi Weingarten, president since 2008 of the 1.6 million-member American Federation of Teachers (AFT), AFL-CIO.
[0168034]

Link To Full Article
Attention JATCs: It's Our Time to Shine.
Gromada, Alex; Tierney, Ron; Gaal, John S.; Benefits Magazine; v51 no9 pp 44-49 Sep 2014; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : A 2011 Harvard Graduate School of Education report and subsequent conferences have explored vocational education and apprenticeships as alternatives to college, presenting successful European models. The Swiss apprenticeship model involves the national and state governments, industry groups and sponsoring employers. A standardized curriculum enables worker mobility throughout the region, uses certified instructors at all levels, and includes a balance of practical training and theory that ties to university education. The St. Louis Carpenters Joint Apprenticeship Program, designed in 2013, and two earlier programs provide two-year technical instruction for high school juniors and seniors based on the Swiss model. They show how Joint Apprenticeship and Training Committees (JATCs) can increase access to registered apprenticeship programs, helping bridge the often cited skills gap in the U.S.
[0165823]

Link To Full Article
What's Working: Aboriginal Recruitment.
Bergstrom, Kathy; Plans & Trusts; v32 no3 pp 4-5 May-Jun 2014; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The Operating Engineers Training Institute of Ontario (OETIO) Local 793 has been working with aboriginal employment centres to train clients in heavy equipment and crane operations. Local 793 believes recruiting more aboriginal people is an important part of the solution to the skilled trades gap in Ontario.
[0168115]

Link To Full Article
What's Working: Apprenticeship Financial Education.
Vogel, Chris; Benefits Magazine; v51 no4 pp 12-13 Apr 2014; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : At the Mechanical Contractors Association of Western Washington, executive director Ed Kommers looks forward to expanding the successful financial education program for apprentices. The initial six-session pilot program in 2010 for fifth-year apprentices was redesigned as a discussion of personal finances for second-year apprentices, along with sessions on the cost of labor. Educational activities and materials along with training for trainers were added. Based on the good feedback, the financial education effort has grown to cover personal budgeting, financing a vehicle and savings. Awareness of the need for financial literacy is slowly growing, for apprentices as well as more advanced workers.
[0165154]

Link To Full Article
Apprenticeship Survey Snapshot.
Mrkvicka, Neil; Plans & Trusts; v32 no2 p 19 Mar-Apr 2014; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : A 2014 survey of over 150 training fund representatives in the U.S. and Canada reveals concern over too few skilled candidates for apprenticeship, lack of hours to keep apprentices and insufficient employment opportunities until 2016. Almost two thirds have increased education and training offerings, and nearly half grant advanced standing to career and technical education school graduates in related fields. The numbers of minority, female and immigrant apprentices have risen by 42 percent to over 50 percent. Over two-thirds of programs have dedicated resources for green initiatives training, and two in five provide formal financial literacy training for apprentices.
[0165081]

Link To Full Article
Completion Counts: Raising Apprenticeship Completion Rates in Ontario's Construction Industry.
Strickland, Sean W.; Plans & Trusts; v32 no2 pp 20-24 Mar-Apr 2014; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The Ontario Construction Secretariat commissioned research into the impact of joint union employer partnerships on completion of unionized apprenticeship programs. The Ontario government and construction industry have invested heavily in joint apprenticeship training trusts (JATTs) as a skill building infrastructure, with a 185 percent gain in apprenticeship enrollment from 2000 to 2012. Data from the Ontario Ministry of Training, Colleges and Universities show apprenticeship notional completion rates for JATTs was 75 percent, versus 58 percent for apprenticeships to individual employers, mostly nonunion. The JATT advantage comes from significant investment in facilities and support systems, including screening, broad and deep skills training and support through the training period. Apprentices in a unionized environment are more likely to undertake extended training, be more highly educated and stay with an employer.
[0165085]

Link To Full Article
Apprenticeship Programs.
Mrkvicka, Neil; Benefits Magazine; v51 no2 pp 8-9 Feb 2014; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : In its 2014 survey on trends in apprenticeship programs, the International Foundation of Employee Benefit Plans reports that almost two thirds of the over 150 responding programs increased their education and training from 2011 to 2013. One in five offers financial incentives for apprentices, and almost half grant advanced standing to those graduating from career and technical schools. The typical fund has 12 instructors, with 27 percent on average having an associate's degree and 11 percent a bachelor's degree. Training certification is required by three fourths of all programs, and one in three mandates that instructors be licensed. Over half report rising numbers of minority apprentices, and 46 percent report more females. A major concern is the lack of available hours for apprentices to practice, challenging program retention.
[0164968]

Link To Full Article
Top Trends in Jointly Managed Apprenticeship Programs - 2014 Survey Results.
International Foundation; 25 pp 2014; survey

Availability : International Foundation of Employee Benefit Plans
Abstract : A survey report on jointly managed apprenticeship programs in the United States and Canada that examines the current status of these programs, their challenges and prospects for growth in current economic conditions, as well as recruitment and retention efforts. The survey also explores the changes in nontraditional enrollment and whether programs continue to dedicate resources to green initiatives. A useful document for benchmarking a program against others.
[0168012]

Link To Full Article
Yes, an Apprenticeship Fund Is an ERISA Fund.
Thayer, Gary; Versocki, James W.; Benefits Magazine; v49 no10 pp 28-32 Oct 2012; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Sponsors of apprenticeship and training programs should be alert to the higher level of scrutiny by the DOL. ERISA mandates that these funds comply with full fiduciary standards. An audit starts with a letter from the Employee Benefits Security Administration (EBSA) specifying documents and policies to be examined. Sponsors who have available all materials requested and ensure their fund is already operating as ERISA requires will have an easier time. The subsequent interview is a chance to demonstrate compliance with the DOL's Field Assistance Bulletin No. 2012-01 on proper fund operation and disallowed transactions. Sponsors should always be certain expenditures exclusively serve the purposes of the fund.
[0162684]

Link To Full Article
What's Working: Apprentice Retention.
Vogel, Chris; Benefits Magazine; v49 no5 pp 8-10 May 2012; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : The St. Louis Carpenters Joint Apprenticeship Program (CJAP) was awarded the 2012 International Foundation Excellence in Apprenticeship Training Award for Best Practices in Apprentice Retention. The CJAP was nominated for its state-of-the-art technical training as well as outreach programs that offer programs to women, minorities and youth as well as advanced training for journeyworkers. CJAP has been able to anticipate upcoming needs in the construction industry, expanding training in areas of growing demand. Preapprenticeship programs target minorities, women, and high school dropouts, and they make efforts to recover apprentices who have dropped out of their programs.
[0161985]

Link To Full Article
Attention JATCs: It's Not 2007 Anymore!
Gaal, John S.; Benefits Magazine; v49 no1 pp 30-36 Jan 2012; journal article

Availability : International Foundation of Employee Benefit Plans
Abstract : Labor statistics indicate significant changes since 2007, so jointly managed apprentice and training committees (JATCs) must adapt. The Employee Benefits Security Administration has stepped up auditing activity to ensure that apprenticeship and training program funds are being used effectively. JACTs should proactively examine their programs, participants and other stakeholders and results, identifying strengths and weaknesses, opportunities and threats, as a comprehensive and data-fueled analysis. They should track indicators tied to success, such as metrics reflecting recruitment, retention, suspensions, graduation, diversity and per student costs, benchmark against other programs regionally and nationally and use data as the basis for improvements and strategic planning.
[0161349]

Link To Full Article