Advanced Trustees and Administrators Institute

Trustees Institute—Level II: Concepts in Practice

February 13, 2027 | 8:00 a.m.-5:00 p.m. and February 14, 2027 | 8:00 a.m.-4:00 p.m.

Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending Trustees Institute—Level II: Concepts in Practice. Held immediately prior to the Trustees and Administrators Institute, this course will take the concepts 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.

Separate registration is required.  View program page for more information.

Multiemployer Plan Administration

February 13-14, 2027

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

Separate registration is required. View program page for more information.