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For nearly five decades, this program has served
as the cornerstone of education for multiemployer trustees and
administrators. Sessions are designed to meet the needs of both trustees
and administrators, whetherthey are fairly new to serving on a fund
or have decades of experience. Attended by hundreds, this conference is
large enough to offer choices of sessions yet small enough that you
won’t get lost in the crowd.
active trustees, administrators and professional advisors, each session
is designed to address current issues, providing the relevant context
and information for you to make sound decisions for your fund. Keep
informed of the latest industry trends, legal and regulatory changes,
and best practices. Take awaynew ideas and a deeper understanding of how to run your pension and health and welfare funds.
miss this time-honored educational event.
This session will provide a legal and regulatory update for retirement and health plans, covering the topics of greatest importance at the time of the conference. You can also expect the session to cover:
The benefits world is in a constant state of change, and it reflects what is happening in the workforce, in families and in our society. A panel of experts will share insights on the current and emerging benefits trends with a focus on:
Being a fiduciary sounds simple—Run the plan solely in the interest of participants and for the exclusive purpose of providing benefits and paying plan expenses. But we all know it goes much deeper. Dive into the more complex aspects of fiduciary responsibility as you consider:
Your service providers and A-team are operating in a changing and dynamic marketplace that is impacted by venture capital, mergers and acquisitions, technology and changing consumer demand. This session will provide an overview of changes and consider the best practices. Topics include:
One of the key ways to combat burnout is investing in well-being. Yet, implementing well-being initiatives faces several barriers such as cost, time, a lack of actionable data, and challenges faced by your dispersed worker and participant population. This session will help trustees and administrators design effective programs that combat escalating costs, improve well-being and even combat burnout. This session will address:
According to the CDC, more than one in three adults struggle with obesity, leading to higher risks of heart disease, type 2 diabetes and cancer. Health plans need a comprehensive approach to manage obesity to reduce costs and improve worker well-being. This session will cover:
A robust collections program is key to the financial health of your fund. This session will refresh your knowledge of best practices in collections. Topics include:
This session will explore the potential future of prescription drugs and highlight the issues and strategies to address positive outcomes while keeping costs in check. Topics include:
In recent years, much attention has been given to hybrid plans as a possible shared risk approach to a secure retirement. This session will help you understand how these plans work and some of the unique issues associated with implementation, including:
The rate of suicide is now at its highest level since 1941, and suicide is a leading cause of death for those between ages 10 and 34. However, with risk identification and the right resources and support, many suicides can be prevented. In this session, we will explore how—across industries and roles—we have the ability to spot warning signs of someone in distress, and we have an opportunity to provide education about suicide prevention, connect individuals to appropriate interventions and improve our overall mental well-being. Topics include:
The SECURE 2.0 Act was passed in 2022 to incent and promote retirement savings. Trustees and administrators need to understand the key provisions of the legislation to be sure they are in compliance. This session will focus on:
This session will help you understand the complex issues associated with withdrawal liability. It presumes a basic understanding of the topic as the session will feature a discussion on:
Are you prepared for the next crisis? How would you protect your employees, your data, your physical assets, your clients and your reputation? A crisis management plan is a must-have in the world we live in. This session will address:
This session will focus on helping you understand what you should be doing with respect to cybersecurity, including:
This session will consider how technology is impacting benefits and the tools available to plan sponsors and participants, including:
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 for 2020 will be announced soon. Please check back.
Make the most of your trip to San Diego by registering for one of the two options offered. Learn more about preconference offerings and make your plan to attend.
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.
Register early and save!
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