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October 20-23, 2019
San Diego, 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—Level I: Core Concepts 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 enviornment of benefits.
The New Trustees Institute—Level I is the first step in the trustee education path, where trustees will obtain a basic understanding of their fiduciary responsibilty, the legal enviornment, best practices and current issues in the benefits industry.
Review the 2019 brochure to learn what to expect at this program.
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 program is the first step in trustee education path.
Look to the Trustee Resource Center as you serve in this influential role as a trustee! You'll receive guidance on legal and regulatory issues, investment management, financial reporting, retirement plans, defined benefit pension plans and health plans, visit www.ifebp.org/trusteeresourcecenter.
Speakers will be announced soon.
2020 speakers will be announced soon. Please check back.
The International Foundation is grateful to the following instructors for their contributions to the New Trustees Institute.
Click here to view the 2019 program instructors.
Bring your whole family and make it a trip they will remember. After the sessions are over join the rest of your family at the Disney attractions. We are pleased to announce exclusive Disney ticket specials and savings are available for attendees.
Educational sessions at this program may qualify for CEBS Compliance credit.Visit
www.ceb.org/compliance for more information.
Register early and save!