Saturday, February 13 - Sunday, February 14, 2027
Content Covered in This Course
Governance/Administration
- Fiduciary duty
- Policies and procedures
- Group scenarios
- Prohibited transactions
- Deadlocks and arbitration
- Board governance
- Fraud prevention detection
Investments
- Terminology and reports
- Who are the players? What are their roles?
- Asset allocation
- Other investment issues
- Alternative investment options
- Investment open forum
Retirement
- Financial literacy
- Defined contribution plans/annuity
- Pension basics
- PPA and MPRA
- Plan redesign
- Withdrawal liability
- Open forum
Health Plans
- Health plan basics
- Appeals committee
- Prescriptions and mental health
- Monitoring and selecting service providers
- Rapid-fire Q&A
- Emerging issues