New Trustees Institute Level II

New Trustees Institute-Level II: Concepts in Practice

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Conference begins in:

Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending the New Trustees Institute—Level II: Concepts in Practice. This conference will take the ideas and education provided at the New Trustees Institute—Level I: Core Concepts and go into more depth and applicability, expanding on need-to-know topics. Discover best practices, identify solutions and find answers to your questions by attending this exciting program. Class size is limited to foster deeper comprehension and peer-to-peer discussion.



  • Mitigating fraud
  • Trustee expenses
  • Prohibited transactions
  • Deadlocks and arbitration
  • Policies and procedures
  • Using your professionals effectively


  • Alternative investment classes
  • Hedging strategies
  • Benchmarks
  • Monitoring managers
  • Hiring/firing managers
  • Role and use of consultants
  • Changing asset allocations

Health Care

  • Utilization review
  • Pharmacy management
  • Communications
  • Wellness initiatives
  • Emerging trends and recent regulations


  • Plan Redesign
  • Fees (DB/DC)
  • Withdrawal liability
  • Plan assumptions
  • Financial literacy

View the various education program offerings for multiemployer trustees.


​Benefits of Attending

  • Learn from industry experts about the current state of affairs and latest reform initiatives—Be prepared for what lies ahead.
  • Network with peers who face similar challenges—Learn from their mistakes, benchmark your performance and gather workable ideas and solutions to implement.
  • Bring home helpful resource materials to share with colleagues, from sample documents to checklists and case studies—The value of your attendance will continue long after you’ve left the program

Who Should Attend

Designed for trustees who have served for three years or less on an ERISA fund and have completed the New Trustees Institute—Level I: Core Concepts. This conference is also for ideal for plan professionals involved in the overall support and management of multiemployer benefit plans.

​New Trustees Institute—Level II: Concepts in Practice Locations


Disney's Contemporary

February 10-11, 2018
Orlando, Florida


Disney's Yacht & Beach Club Resorts

February 16-17, 2019
Orlando, Florida

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Ernest N. Morial Convention Center

October 14-17, 2018
New Orleans, Louisiana

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San Diego Convention Center

October 19-20, 2019
San Diego, California

Multiemployer Trustee Education Path

In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. This program is the second course in the suggested educational path for Multiemployer trustees.

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Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

Registration Information

Registration Information
  Member Nonmember