Trustees and Administrators Institute

Monday, February 10 - Wednesday, February 12, 2020
Disney's Yacht & Beach Club, Orlando, FL
Advanced Trustees and Administrators Institute

​The 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 understadning of how to run their persion and health and welfare funds.

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

Review the 2019 brochure to learn what to expect at this program.


Below are the topics from the 2019 program. Topics for 2020 will be announced shortly. Please check back soon.

  • 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 Health
  • Running 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

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.


Speakers for 2020 will be announced soon. Please check back.

​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 exclusive Disney ticket specials and savings are available for attendees.

Preconference Information

2020 preconference information will be announced soon. Please check back.

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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 1/6/2020 US $1,550.00 US $1,880.00
After 1/6/2020 US $1,850.00 US $2,180.00