Monday, February 23 - Wednesday, February 25, 2026
Past Sessions Included:
7:30 AM - 11:30 AM
- Purpose and objectives
- Actuarial concepts
- Administration
- Manage the money
- Defined benefit pension plans
- Defined contribution and hybrid plans
- Accounting changes
- Market performance
- Legal and legislative developments
- The future of retirement
Course Requirements
New Trustees Institute—Level I: Core Concepts is the first step in the trustee education path; there are no prerequisites for this course. Attendees must attend all five sessions in their entirety to pass. Once Level I is completed, attendees have the ability to attend Level II in the future to continue their trustee education.