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Trustees Institute - Level II: Concepts in Practice

Saturday, February 10-Sunday, February 11, 2024

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

Handout Dates: February 7-April 11, 2024

8:00 AM - 12:15 PM

Governance/Administration

  • Fiduciary duty
  • Policies and procedures
  • Group scenarios
  • Prohibited transactions
  • Deadlocks and arbitration
  • Board governance
  • Fraud prevention detection

1:00 PM - 5:00 PM

Investments

  • Terminology and reports
  • Who are the players? What are their roles?
  • Asset allocation
  • Other investment issues
  • Alternative investment options
  • Investment open forum

8:00 AM - 11:30 AM

Retirement

  • Financial literacy
  • DC plans/annuity
  • Pension basics
  • PPA-MPRA
  • Plan redesign
  • Withdrawal liability
  • Open forum

12:15 PM - 4:00 PM

Health Plans

  • Health plan basics
  • Appeals committee
  • Prescriptions and mental health
  • Monitoring and selecting service providers
  • Rapid-fire Q&A
  • Emerging issues