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Public Plan Trustee Institute
Level II

Public Plan Trustees Institute – Level I

Monday, June 15 - Tuesday, June 16, 2026

Hilton San Diego Bayfront,
San Diego, CA

Course Agenda

2026 Brochure coming soon!
Download the 2025 Brochure in the meantime.

2025 Brochure

Learning Objectives

Fiduciary Responsibility and Plan Governance

  • Fiduciary responsibility
    • Identify key fiduciary responsibilities and their implications for governance
  • Plan governance structure and governing documents
    • Describe the essential components of a governance structure and the role of governing documents
  • Role of unions and collective bargaining agreements
    • Evaluate the impact of unions and collective bargaining on organizational policies and worker relations.
  • Role of policy makers and elected officials
    • Analyze the influence of policymakers and elected officials on governance and decision-making processes.

Retirement Plans

  • Fiduciary duties in a retirement plan
    • Understand the fiduciary duties in a retirement plan.
  • Plan types
    • Identify and differentiate between various retirement plan types, including defined benefit, defined contribution and hybrid plans, and explain their implications
  • ERISA and its role in public retirement plans
    • Understand the role of the Employee Retirement Income Security Act (ERISA) in public retirement plans and its impact on compliance and governance
  • Plan Administration
    • Describe key aspects of plan administration.

Health Plans

  • Fiduciary duties in a health plan
    • Understand the fiduciary duties in a health plan.
  • Plan considerations
    • Analyze plan considerations, including plan design and funding, and assess their impact on overall health outcomes and financial sustainability
  •  ERISA and its role in public health plans
    • Explain the role of the Employee Retirement Income Security Act (ERISA) in public health plans and its implications for compliance and governance.
  • Plan administration, data collection and analysis
    • Outline effective plan administration practices, including data collection and analysis, to enhance decision making and support strategic initiatives
  • Cost-control initiatives
    • Evaluate cost-control initiatives that can improve outcomes and reduce expenses.

Legal Environment

  • Laws and regulations governing sector plans
    • Describe the key laws and regulations governing public sector plans.
  • IRS and federal regulations
    • Identify and summarize the roles of the IRS and federal regulations affecting public sector retirement and health plans
  • State and local considerations
    • Analyze considerations that influence public sector plan governance and compliance.
  • Legislative and regulatory outlook
    • Assess the current legislative and regulatory outlook and its impact on plans.
  • Fiduciary roles and duty in the legal environment
    • Articulate the roles and duties of fiduciaries within the legal framework, ensuring they understand their fiduciary responsibilities and the importance of compliance.