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Public Plan Trustees Institute Level I

Public Plan Trustees Institute – Level I

Saturday, October 24 - Sunday, October 25, 2026

New Orleans, LA

Course Agenda

7:30 AM - 11:30 AM

Fiduciary Responsibility and Plan Governance

  • Fiduciary responsibility
  • Plan governance structure and governing documents
  • Role of unions and collective bargaining agreements
  • Role of policy makers and elected officials

12:30 PM - 4:00 PM

Retirement Plans

  • Fiduciary duties in a retirement plan
  • Plan types
  • ERISA and its role in public retirement plans
  • Plan administration

7:30 AM - 11:30 AM

Health Plans

  • Fiduciary duties in a health plan
  • Plan considerations
  • ERISA and its role in public health plans
  • Plan administration, data collection and analysis
  • Cost-control initiatives

12:30 PM - 4:00 PM

Legal Environment

  • Laws and regulations governing public sector plans
  • IRS and federal regulations
  • State and local considerations
  • Legislative and regulatory outlook
  • Fiduciary roles and duty in the legal environment