New Trustees Institute - Level I: Core Concepts

Monday, February 12-Wednesday, February 14, 2024

Disney's Yacht & Beach Club Resort,
Orlando, FL


12:30 PM - 4:30 PM

Overview of Health and Welfare Plans

  • Overview of health and welfare programs
  • Plan funding
  • Plan design
  • Administration and financing metrics
  • Communication needs and requirements
  • Data collection and analysis
  • Cost-control initiatives
  • Health care reform, legal/legislative developments

7:30 AM - 11:30 AM

Trustee Responsibility and Legal Environment

  • History of benefits/legislation
  • Governing documents
  • Fiduciary responsibilities under ERISA
  • Relationship of trustees and parties to the collective bargaining agreement
  • Conducting effective trustee meetings

12:30 PM - 4:30 PM

Investing Health and Welfare and Pension Assets

  • Investing process
  • Investment terminology
  • Risk and return
  • Investment objectives and policy
  • Asset classes
  • Asset allocation
  • Market performance
  • Selecting managers and monitoring performance

7:30 AM - 11:30 AM

Overview of Retirement Plans

  • 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

7:30 AM - 11:30 AM


  • Financial statements
  • Internal controls
  • Administration
  • Documents, records and meeting minutes
  • Working with plan professionals
  • Defining a good trustee and how to become one
  • Communication
  • Best practices

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 multiemployer trustees who have served for two years or less on an ERISA fund or who have not previously attended an International Foundation program. This conference is ideal for collective bargaining and other personnel who want a better understanding of their role and responsibilities in working with trustees.


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 first step in the trustee education path.
Trustee Resource Center
Look to the Trustee Resource Center as you serve in this influential role as a trustee! You'll receive guidance on legal and regulatory issues, investment management, financial reporting, retirement plans, defined benefit pension plans and health plans; visit


Through 1/3/2024


US Member


US Non-member



US Member


US Non-member

Join the Foundation!
More than 31,000 members rely on the Foundation to provide comprehensive health care, pension, fiduciary responsibility, investment, retirement security and other benefits education.
Get discounts on educational events, resources to support you in your work, and a community of peers who face the same challenges as you.

Learn More


Continuing education (CE) credit for professional licenses, designations and certifications MAY be available for attendance at live sessions. You must request CE credit on your program registration at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit for additional information.

Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at

Our registration policies have changed. Learn more.