Advanced Trustees and Administrators Institute

Monday, February 12 - Wednesday, February 14, 2018
Disney's Contemporary, Orlando, FL


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.

 2018 Topics/Agenda

  • Economic Update
  • Legal, Legislative and Fiduciary Update
  • Status of MPRA Applications and
  • Implications for the Future
  • ACA: Where Are We (Going)?
  • Developing Reasonable Assumptions
  • Health Care Trends and Strategies
  • Maximizing Investment Returns
  • What's Happening in Rx and Rx Management?
  • Retirement Plans Today and Tomorrow
  • Retiree Medical Options
  • Fraud in Benefits
  • Zone Status Workshop—Getting To and Staying Green
  • ​Wellness That Works
  • Cybersecurity
  • Defined Contribution Plans
  • The Opioid Crisis
  • DOL/IRS Audits
  • Merger Case Study: Empire State Carpenters Benefit Funds
  • Running Effective Trust Fund Meetings
    Trustee Issues
  • Effective Trust Fund Administration
  • Guided Open Forum for
    Trustees—Answering Your Questions
  • Guided Open Forum for
    AdministratorsAnswering Your Questions
  • Using Technology to Communicate with Plan Participants
  • Generational Issues in the Workplace

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 subject matter experts that will be speaking at this year's conference.

Sally B. CorbinCEO and Owner
Union Services Agency


Paul FronstinSenior Research Associate
Employee Benefit Research Institute


Sharon M. GoodmanPrincipal
Slevin & Hart PC


Michael B. Miller, CEBSPlan Director
NFL Player Retirement Plan

Neal S. SchelberPartner
Proskauer, LLP

Aruna VohraSenior Consultant
Horizon Actuarial Services, LLC

​Additional Information

Bring your whole family and make it a trip they will remember. After the sessions are over join the rest of your family at the Disney attractions. We are pleased to announce ​​exclu​sive Disney ticket specials and savings available for attendees.

Preconference Information

Workplace Harassment:Foundations, Prevention and Investigation

February 11, 2018 | 8:00 a.m.-1:00 p.m.

Separate registration is required.

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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 1/2/2018 US $1,485.00 US $1,815.00
After 1/2/2018 US $1,785.00 US $2,115.00