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Trustees Institute Level II Concepts in Practice

Trustees Institute - Level II: Concepts in Practice

Saturday, November 8 - Sunday, November 9, 2025

Honolulu, HI

Curriculum

3:00 AM - 7:15 AM

Governance/Administration—Group 1

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

3:00 AM - 7:15 AM

Governance/Administration—Group 2

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

8:00 AM - 12:00 PM

Investments—Group 1

  • 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 - 12:00 PM

Health Plans—Group 2

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

3:00 AM - 6:30 AM

Retirement—Group 1

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

3:00 AM - 6:30 AM

Retirement—Group 2

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

7:15 AM - 11:00 AM

Investments—Group 2

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

7:15 AM - 11:00 AM

Health Plans—Group 1

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