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January 20-22, 2020
Rancho Mirage, California
November 24-27, 2019
San Francisco, California
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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.
Session Details and Handouts
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.
In order to help trustees better meet
their educational needs, the Foundation has created a suggested
progression of trustee education. This new program is the first step in
trustee education path.
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.
Accounting and Auditing Institute for Employee Benefit Plans
Diversity Training—Foundations for an Effective Diverse TeamSunday, June 23, 2019 | 8:00 a.m.-1:00 p.m.Participants will have the opportunity to learn about how culture influences interpersonal interactions as well as business decisions. Identifying and defining key terms and concepts like diversity and culture are vital components of the workshop.
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.
Register early and save!