Trustees and Administrators Institute

Advanced Trustees and Administrators Institute

Due to the Coronavirus (COVID-19) this program is being canceled. If you have immediate concerns, please reach out to us directly at (888)334-3327, option 2 or email at

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 understanding of how to run their pension and health and welfare funds.

Don't miss this time-honored educational event. Developed by actived 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.


Below are the topics for the 2020 program.

  • Economic Update
  • Political and Legislative Changes in Health Care
  • Reading and Understanding the Actuarial Report
  • Pension Reform and Retirement Benefits Update
  • Wellness Programs—Are They Working for Your Fund?
  • Retirement Insecurity—Diagnosis of the Retirement Landscape
  • End-of-Life Planning
  • Funding Challenges
  • Medicare for All and the Public Option
  • Opioid Epidemic
  • Innovations in Digital Health Care for Families
  • Impact of Divorces on Your Benefit Plans
  • On-Site Clinics
  • Trustee-Administrator Relationship
  • Communicating About DC Plans in a DB World
  • Successorship and Building an Effective Board of Trustees
  • Pharmacy Benefits
  • Guided Open Forum—Trustees
  • Guided Open Forum—Administrators
  • Consolidations in the Health Care Industry
  • Marijuana Law Update
  • Resiliency and Mental Health
  • Running Effective Trust Fund Meetings

​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.


  • Jenny M. Armbruster Deputy Executive Director National Council on Alcoholism and Drug Abuse (NCADA)
  • Diana M. Bardes Partner Mooney, Green, Saindon, Murphy & Welch, P.C.
  • John L. Barlament Partner Quarles & Brady LLP
  • Lawrence J. Bradley Executive Secretary-Treasurer National Electrical Benefit Fund
  • Charles T. Carr Consulting Actuary Southern Actuarial Services Company, Inc.
  • William Einhorn Trustee Pennsylvania Employees Benefit Trust Fund; Teamsters Health and Welfare and Pension Trust Funds of Philadelphia and Vicinity
  • Rick Garnitz President LifeSpan Services, Inc.
  • Lisa M. Gomez Partner Cohen, Weiss and Simon LLP
  • Victor P. Harte, EA, MAAA Principal and Consulting Actuary Milliman Inc.
  • Valerie B. Hovland Director of Compliance and Operations The Hospital Council of Northwest Ohio
  • Lisa L. Kaiser, CEBS Fund Administrator Plumbers & Pipefitters Local 189, Fund Administration Office
  • Nick Kingsley Consulting Actuary Horizon Actuarial Services LLC
  • William M. Kinney Attorney at Law Dowd, Bloch, Bennett, Cervone, Auerbach & Yokich
  • Noel H. MacKay, CEBS Principal Consultant, National Benefits Consulting Cowan Insurance Group
  • Allison A. Madan Principal Slevin & Hart, P.C.
  • Matthew L. McMenamy Vice President and Business Development Manager Wellington Management Co
  • Amanda J. Notaristefano President The McKeogh Company
  • Lynne Nowak, MD Vice President & General Manager Clinical, Data & Provider Solutions Express Scripts
  • Stephen J. O'Sick, GBA Fund Administrator Bricklayers and Allied Craftworkers Local #2, New York Joint Benefits Funds
  • Steven Ostrander Fund Administrator United Association of Plumbers, Pipefitters and Service Techs Local 13
  • Scott Parks President CareTeam Health
  • Eileen O. Pincay Vice President and Pharmacy Benefits Consultant The Segal Group
  • Brett R. Powell, B.A., CWPC Vice President, Wellness Consultant American Institute for Preventive Medicine
  • Gene H. Price Chief Executive Officer Carpenter Funds Administrative Office
  • Neal S. Schelberg Partner Proskauer LLP
  • Donna L. Spagnola Co-Chair Employer Trustee Beer Industry Teamsters Local 703 Pension and Health & Welfare Funds
  • Nancy Spangler, OTR/L, Ph.D., OTR/L President Spangler Associates, Inc.
  • Leah Sparks CEO and Founder Wildflower Health


2020 speakers will be announced shortly. Check back soon.

Accompanying Educational Event

Accounting and Auditing Institute for Employee Benefit Plans

Public Employee Benefits Institute

Preconference Information

New Trustees Institute—Level II: Concepts in Practice
June 27-28, 2020

Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending the New Trustees Institute—Level II: Concepts in Practice.

Cybersecurity and Social Engineering Fraud

June 28, 2020 | 8:00 a.m.-1:00 p.m.

Fraud can happen at any time, in any place. Which means it’s more important than ever to do your due diligence and have the knowledge you need to protect your organization’s well-being.

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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

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Registration Information
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