Course
Multiemployer Plan Administration
Gather with your peers for this two-day course to learn and network while gaining insights and understanding on how to run your plans. Take a deep dive into the fundamentals of multiemployer plans with instructors who are experts in the field. Walk away with a more solid understanding of the basics as well as strategies to use at your fund for managing benefits for your members.
Topics Covered
- Labor and Taft Hartley History
- Multiemployer Plan Regulators
- Administrative Models and Roles
- Trustee Relationship
- Governance
- Health, Retirement and Other Plans
- Administrative Investment Basics
- Accounting for Plan Administration
- Vendor and Plan Professional Management
- Legal and Legislative Environments
- Case Study – Group Work, Presentations and Debrief
Course Outline
View course outline
Day 1
- Introductions/Course Overview
- Labor and Taft-Hartley History
- Understand the basics of labor unions and the role of labor-management relationship as a basis for work and employee benefits.
- Identify how multiemployer plans came to exist.
- Review Taft-Hartley Act of 1947.
- Describe multiemployer plans.
- Recognize common types of multiemployer employee benefit plans, including both Taft-Hartley and non-Taft-Hartley plans.
- Multiemployer Plan Regulators (ERISA, DOL, HHS, IRS)
- Identify the roles of the Department of Labor (DOL), Department of Health and Human Services (HHS), and the Internal Revenue Service (IRS) in regulating multiemployer plans.
- Understand ERISA and its impact on benefit plans.
- Recognize the roles of the different multiemployer plan regulators.
- Administrative Models and Roles
- Define the types of benefit plan administration: in-house/salaried, third-party.
- Understand roles and responsibilities under the different administrative models.
- Understand key roles and responsibilities of trustees, service providers, and other stakeholders.
- Governance
- Develop knowledge of governance principles to ensure compliance and ethical administration.
- Recognize the importance of creating and using written policies in a benefits plan.
- Develop written policies for several major aspects of plan management.
- Review the function of trustee committees to conduct the business needs of the multiemployer benefit plan.
- Trustee Relationships
- Learn how to support trustees in fulfilling their responsibilities through effective communication and reporting.
- Review trustee board meeting structures. Understand the importance of meeting minutes for trustees and administrative staff.
- Understand the cycle of the trustees on the board from onboarding a new trustee through succession planning to depart from the board.
- Health Plans
- Understand the structure and management of multiemployer health plans.
- Recognize the related regulations that govern multiemployer health plans.
- Review participant relationships and communications.
- Review of employer relationships and contributions.
- Retirement Plans
- Understand the structure and management of multiemployer defined benefit and defined contribution plans.
- Recognize the related regulations that govern multiemployer retirement plans.
- Review participant relationships and communications.
- Review of employer relationships and contributions.
- Other Plans
- Explore non-health and retirement multiemployer plans, such as apprenticeship or training funds.
Day 2
- Administrative Investment Basics
- Recognize the principles of investment fund management as they apply to multiemployer employee benefit plans.
- Accounting for Plan Administration
- Understand the basics of the benefit plan audit and its importance to the health of the multiemployer employee benefit plan.
- Plan for and understand the purpose of a payroll audit.
- Understand how establishing good internal control systems help multiemployer plans maintain compliance with regulations.
- Vendor & Plan Professional Management
- Describe the roles of multiple types of plan advisors.
- Follow the steps of hiring professional advisors.
- Monitor professional advisors appropriately.
- Evaluate the roles of vendors and external professionals in plan administration.
- Legal/Legislative Environments
- Apply knowledge of legal and regulatory frameworks to ensure compliance and minimize risk in multiemployer plan administration.
- Case Study
- Apply knowledge from the course to a real-world multiemployer plan scenario.
Course Applies To
Jul 2025
Feb 2026
Sep 2026
Pricing
July 14 - 15, 2025
Chicago, IL
Through June 2, 2025
US$1,400.00
Member
US$1,620.00
Nonmember
After June 2, 2025
US$1,700.00
Member
US$1,920.00
Nonmember
Pricing
February 21 - 22, 2026
Disney's Yacht & Beach Club, Orlando, FL
Through January 12, 2026
US$1,495.00
Member
US$1,715.00
Nonmember
After January 12, 2026
US$1,795.00
Member
US$2,015.00
Nonmember
Pricing
September 28 - 29, 2026
Caribe Royale Orlando, Orlando, FL
Through August 17, 2026
US$1,495.00
Member
US$1,715.00
Nonmember
After August 17, 2026
US$1,795.00
Member
US$2,015.00
Nonmember
Continuing Education
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for more information.
Agenda
Jul 2025
Feb 2026
Sep 2026
Monday, July 14 - Tuesday, July 15, 2025
Chicago, IL
8:00 AM - 5:00 PM
Multiemployer Plan Administration - Day 1
8:00 AM - 3:00 PM
Multiemployer Plan Administration - Day 2
Saturday, February 21 - Sunday, February 22, 2026
Disney's Yacht & Beach Club, Orlando, FL
The selected event has no sessions.
Monday, September 28 - Tuesday, September 29, 2026
Caribe Royale Orlando, Orlando, FL
The selected event has no sessions.