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October 17-20, 2021
November 21-24, 2021
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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 bring 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.
Below are the topics for the 2020 program.
Session Details and Handouts
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
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.
2020 speakers will be announced shortly. Check back soon.
Accounting and Auditing Institute for Employee Benefit Plans
Essentials of Multiemployer Trust Fund Administration
New Trustees Institute—Level I: Core Concepts
Public Employee Benefits Institute
Trustees Institute—Level II: Concepts in Practice
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 www.cebs.org/compliance for additional information.
We can't wait to see you. Our mission is to create the best learning environment for you, and that includes ensuring a safe learning environment following the latest health guidelines. This event is also available virtually so those learning remotely can share in the educational experience. The virtual format includes all key content, and you can still qualify for a Certificate of Attendance (assuming you attend the minimum number of sessions required).
All conferences have a no-penalty transfer policy, allowing you to transfer to any other 2021 or 2022 program. Hotel cancellation policies apply. See www.ifebp.org/policies.
You choose your format: in-person or virtual. You have the flexibility to change your format should your plans change—Just give us a week's notice so we can best prepare for your participation. With an in-person format, you'll receive access to the recorded sessions after the program concludes. To qualify for a Certificate of Attendance (if applicable), you must complete all the required sessions in your chosen format. For example, if you choose the in-person option, you must complete all the required sessions in person.
The International Foundation is closely monitoring local, state and federal agencies regarding the latest safety precautions. We are also working closely with the event property to implement the current safety guidelines. As the event draws closer, watch for safety guidelines that will be in place.
Register early and save!