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Jan 31-Feb 2, 2022
New! Education Finder
Nov 22 to 24 andNov 29 to Dec 1, 2001
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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.
The safety of all conference participants is our top priority. We
are committed to hosting our events in accordance with all Centers for
Disease Control & Prevention (CDC) COVID-19 safety practices and
guidelines as well as any requirements of the states, cities and venues
where we host the meetings. We recognize that these protocols will
evolve as needed, and we will communicate the specific guidelines as the
conference draws near. Please visit our COVID-19 safety protocols
Please note, the City of Boston has issued a mask mandate starting August 30, 2021.
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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 also ideal for collective bargaining personnel and others who work with trustees and 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 the 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 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.
Essentials of Multiemployer Trust Fund Administration
Trustees Institute—Level II: Concepts in Practice
Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.
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