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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 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.
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.
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.
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.
Speakers for the 2020 program will be announced shortly. Check back soon.
The International Foundation is grateful to the following instructors for their contributions to the 2019 New Trustees Institute.
Click here to view the 2019 program instructors.
Accounting and Auditing Institute for Employee Benefit Plans
2020 preconference information will be announced shortly. Check back soon.
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.
Register early and save!