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October 20-23, 2019
San Diego, California
November 24-27, 2019
San Francisco, California
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As a track of the Trustees and Administrators Institute, the New Trustees Institute focuses on your role as a trustee, your understanding of the key issues in managing your pension and health and welfare funds, and the complex environment of benefits. As the first step in the trustee education path, trustees will obtain a basic understanding of their fiduciary responsibility, the legal environment, best practices and current issues in the benefits industry.
Session Details and Handouts
The New Trustees Institute is designed for trustees who have served for less than two years on ERISA covered plans, or who have not previously attended an International Foundation educational program. The New Trustees Institute is ideal for collective bargaining and other personnel who work with trustees and who would like a better understanding of their role and responsibilities.
The International Foundation is grateful to the following instructors for their contributions to the New Trustees Institute.
Click here to view the instructors.
Accounting and Auditing Institute for Employee Benefit Plans
Sunday June 25, 20178:00 a.m.-1:00 p.m.We’ve all experienced them. They are the people who everyone tolerates despite their inappropriate comments, explosive tempers and negative attitudes. It’s time to do something about these difficult people. This workshop will provide practical strategies for “taming the beast.”
Key topics to be covered include:
PresidentWorkplace Communication & Diversity Inc.
Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.Visit
www.cebscpe.org for more information.
Register early and save!