Advanced Trustees and Administrators Institute

Monday, June 24 - Wednesday, June 26, 2019
Hilton San Francisco Union Square, San Francisco, CA


​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.

 2019 Topics

  • Economic Update
  • Legislative Update—Retirement Funds
  • Understanding Your Insurance Options
  • Legislative Update—Health Funds
  • Properly Communicating Retirement Options
  • The Changing Health Care Environment
  • Tackling Prohibited Employment
  • What to Do About Cybersecurity
  • Pharmacy Benefits
  • Payroll Audits and Delinquencies
  • Handling the Opioid Epidemic
  • The Challenges of Withdrawal Liability
  • ​Mental HealthRunning Effective Trust Fund Meetings
  • Ancillary Benefits Options
  • Advice on How to Handle Your DOL/IRS Audits
  • Effective Trust Fund Administration
  • Guided Open Forum—Trustees 
  • Guided Open Forum—Administrators
  • Changes in Retiree Health
  • What to Expect From Your Investment
  • Consultants and Managers
  • The Trustee-Administrator Relationship
  • Auditing the Auditor

​This program was a good introduction to a myriad of issues. It provides a good foundation on which to build expertise.

Glenda FinchUMWA Health & Retirement Funds

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.

​2019 Speakers

Below are a few of the subject matter experts you will hear from at the 2019 conference.

Kristin Begley, Pharm.D.PrincipalAll Tru Health


Kenneth B. BerryPresident
KB Berry & Assoc., Inc.


Allison A. MadanPrincipalSlevin & Hart, P.C.


Neal S. SchelbergPartner
Proskauer LLP

Frank E. TanzVice President and Senior Consultant, Administration & Technology Consulting
Segal Consulting

Ian Toner, CFAChief Investment Officer
Verus Investments

Accompanying Educational Event

Accounting and Auditing Institute for Employee Benefit Plans

Public Employee Benefits Institute

Preconference Information

Diversity Training—Foundations for an Effective Diverse Team
Sunday, June 23, 2019 | 8:00 a.m.-1:00 p.m.

Participants will have the opportunity to learn about how culture influences interpersonal interactions as well as business decisions. Identifying and defining key terms and concepts like diversity and culture are vital components of the workshop.

Separate registration is required.

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Continuing Education

Programs sponsored by the International Foundation of Employee Benefit Plans are consistently accepted for credit by agencies governing continuing education for license renewal and professional recertification.

For additional information, visit our continuing education (CE) web page or contact us by phone at (262) 786-6710, option 2.

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 5/13/2019 US $1,515.00 US $1,845.00
After 5/13/2019 US $1,815.00 US $2,145.00