Advanced Trustees and Administrators Institute

Advanced Trustees and Administrators Institute

In the spirit of protecting the health and safety of our educational program attendees, speakers and supporting staff Advanced Trustees and Administrators including the virtual option is being canceled. 

Similar sessions can be found at the US Annual Conference, October 17-20, 2021. The next Advanced Trustees and Administrators will be held in February of 2022 in Orlando.

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.

  • Economic Update
  • Election Impact on Benefits
  • Impact of Politics on Benefits—Roundtable
  • Diving Into Investments—Where Are We Now?
  • Managing Health Plans After COVID-19—Part I
  • Effect of COVID-19 on Pension and Retirement Plans
  • Managing Health Plans After COVID-19—Part II: Workshop
  • Effect of COVID-19 on Pension and Retirement Plans—Part II: Workshop
  • Administrator Challenges—Part I
  • Reexamining the Fundamentals for Trustees—Part I
  • Administrator Challenges—Part II: Roundtable on Communication and New Technology for Member ParticipationReexamining the Fundamentals for Trustees—Part II: Workshop
  • Mental Health Concerns
  • Behavioral Biases Related to Retirement and Health Plans
  • Cybersecurity

​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.


2020 speakers will be announced shortly. Check back soon.

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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.

Register With Confidence

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

Here's How It Works

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.

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