Attend a single course in a specific topic or take three courses to earn a Certificate of Achievement in:

- Health and Welfare Plans

- Benefit Plan Administration

- Strategic Benefits Management

​The Investments Institute addresses opportunities in global market trends, identifies alternative investment options and uncovers key questions to enhance your fund’s investments. 

Attend the Trustees and Administrators Institutes to receive timely, relevant and balanced education on the issues that face the industry. Focus your education to the role and experience level that fit your needs!

Addressing  topics from compliance initiatives to population health management and cost containment strategies, this unique program features a strong focus on employer case studies for real-life learning and proven solutions. 

​Determining who has ERISA fiduciary status right now, and what their responsibilities are can be confusing. This session will cover who is considered an ERISA benefit plan fiduciary today, and what one should be doing.