Advanced Trustees and Administrators Institute

Monday, June 26 - Wednesday, June 28, 2017
Hilton San Diego Bayfront, San Diego, CA
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​The Advanced Trustees and Administrators Institute is designed to keep experienced trustees informed of the latest industry trends, legal and regulatory changes, and best practices as well as bringing new ideas to light. Attendees gain a deeper understanding of how to run their pension and health and welfare funds.

Don’t miss this time-honored educational event. Developed by active trustees, administrators and professional advisors, each session is designed to address the issues you face today and prepare you for what lies ahead. In these challenging times, you can count on the International Foundation to deliver timely, relevant and balanced education on the trends, issues and future direction of the industry.

 2017 Topics/Agenda:​

  • Economic Outlook
  • The Opioid Crisis
  • Future of ACA
  • DC Solutions to Health and Retirement
  • Investment Refresher
  • DOL Update
  • Preparing for and Surviving a DOL Audit
  • Investments: Where Do We Go From Here?
  • MPRA and the Central States Story
  • Understanding the Rx Industry
  • PBGC Update
  • ​Are Plan Mergers Really an Option?
  • PBM Contracts and Contracting
  • Legal and Fiduciary Update
  • Administrators Open Forum
  • Trustees Open Forum
  • Employee Benefits for the LGBT Community
  • Maximizing Your International Foundation Relationship
  • Best Practices in Trust Fund Meetings
  • Administrative Technology
  • Data Privacy and Security—Be Prepared

View the various education program offerings for multiemployer trustees.

What others are saying about the Trustees and Administrators Institute.

​Benefits of Attending

  • Learn from industry experts about the current state of affairs and latest reform initiatives—Be prepared for what lies ahead.
  • Network with peers who face similar challenges—Learn from their mistakes, benchmark your performance and gather workable ideas and solutions to implement.
  • Bring home helpful resource materials to share with colleagues, from sample documents to checklists and case studies—The value of your attendance will continue long after you've left the program.

Who Should Attend

This Institute is designed for experienced multiemployer trustees, those who have attended the New Trustees Institute and those who have served as a trustee for more than two years, as well as salaried and contract administrators of all experience levels.


Speakers will be announced soon.


Below are a few of the speakers that will be presenting. View the session details for a full list of sessions and speakers.

Kathryn L. BakichSenior Vice President & National Director, Health Care Compliance
Segal Consulting


​Anirban BasuChairmain and Chief Executive Officer
Sage Policy Group, Inc.


Kelly S. CoffingPrincipal & Consulting Actuary


David EvangelistaPrincipal
MSPC Certified Public Accountants and Advisors, P.C.

Mark C. NielsenPrincipal
Groom Law Group Chartered


Aruna VohraSenior Consultant
Horizon Actuarial Services LLC

Accompanying Educational Event

Accounting and Auditing Institute for Employee Benefit Plans

Preconference Information

Taming the Beast—Dealing With Difficult People

Sunday June 25, 2017
8:00 a.m.-1:00 p.m.

We’ve all experienced them. They are the people who everyone tolerates despite their inappropriate comments, explosive tempers and negative attitudes. It’s time to do something about these difficult people. This workshop will provide practical strategies for “taming the beast.”

Key topics to be covered include:

  • Understand the communication process and where breakdowns occur.
  • Learn about the drivers that force people to react in challenging situations.
  • Identify the behaviors of the “beasts” and the impact they have on others.
  • Handle chronic complainers, know-it-alls, martyrs and negativists.
  • Learn how emotional intelligence plays an important role in managing the behavior of others.
  • Manage your own anger in order to manage the anger of others.
  • Employ communication strategies that are useful for resolving difficult situations.



Marni Johnson

Workplace Communication & Diversity Inc.

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Continuing Education

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 5/15/2017 US $1,445.00 US $1,775.00
After 5/15/2017 US $1,745.00 US $2,075.00