New Trustees Institute — Level I: Core Concepts

Monday, June 26 - Wednesday, June 28, 2017
Hilton San Diego Bayfront, San Diego, CA
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As a track of the Trustees and Administrators Institute, the New Trustees Institute focuses on your role as a trustee, your understanding of the key issues in managing your pension and health and welfare funds, and the complex environment of benefits. As the first step in the trustee education path, trustees will obtain a basic understanding of their fiduciary responsibility, the legal environment, best practices and current issues in the benefits industry.​

Topics Include: 

  • Trustee Responsibility and Legal Environment
  • Overview of Health and Welfare Plans
  • Overview of Retirement Plans
  • Investing Health and Welfare and Pension Assets
  • Governance

Session Details and Handouts

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

The New Trustees Institute is designed for trustees who have served for less than two years on ERISA covered plans, or who have not previously attended an International Foundation educational program. The New Trustees Institute is ideal for collective bargaining and other personnel who work with trustees and who would like a better understanding of their role and responsibilities.


Speakers will be announced soon.


The International Foundation is grateful to the following instructors for their contributions to the New Trustees Institute.

Click here to view the instructors.

Accompanying Educational Event

Accounting and Auditing Institute for Employee Benefit Plans

Preconference Information

Taming the Beast—Dealing With Difficult People

Sunday June 25, 2017
8:00 a.m.-1:00 p.m.

We’ve all experienced them. They are the people who everyone tolerates despite their inappropriate comments, explosive tempers and negative attitudes. It’s time to do something about these difficult people. This workshop will provide practical strategies for “taming the beast.”

Key topics to be covered include:

  • Understand the communication process and where breakdowns occur.
  • Learn about the drivers that force people to react in challenging situations.
  • Identify the behaviors of the “beasts” and the impact they have on others.
  • Handle chronic complainers, know-it-alls, martyrs and negativists.
  • Learn how emotional intelligence plays an important role in managing the behavior of others.
  • Manage your own anger in order to manage the anger of others.
  • Employ communication strategies that are useful for resolving difficult situations.



Marni Johnson

Workplace Communication & Diversity Inc.

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Continuing Education

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 5/15/2017 US $1,345.00 US $1,675.00
After 5/15/2017 US $1,645.00 US $1,975.00