New Trustees Institute — Level I: Core Concepts

Monday, September 20 - Wednesday, September 22, 2021
Fairmont Copley Plaza Hotel, Boston, MA
New Trustees Institute — Level I: Core Concepts

​​​Attend In-Person or Virtually

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.

​COVID-19 Safety Protocols

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 for detailed information.

Please note, the City of Boston has issued a mask mandate starting August 30, 2021.

Choose your experience

​In person

Attend the following sessions in-person in Boston from September 20-22, 2021.

Required Sessions
  • Trustee Reponsibility and Legal Environment
  • Governance
  • Investing Health and Welfare and Pension Assets
and at least one of the following sessions
  • Overview of Health and Welfare Plans
  • Overview of Retirement Plans


Attend all required sessions virtually either live or on demand. Must complete these by October 22, 2021.

Required Sessions
  • Trustee Reponsibility and Legal Environment
  • Governance
  • Investing Health and Welfare and Pension Assets (Required)
and at least one of the following sessions
  • Overview of Health and Welfare Plans
  • Overview of Retirement Plans


    • Available in person
    • Available virtually
    You must be a logged in registrant to access session handouts.

    No sessions match your selected criteria.

    Sessions will be announced soon.

    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 also ideal for collective bargaining personnel and others who work with trustees and would like a better understanding of their role and responsibilities.

    Multiemployer Trustee Education Path

    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 the trustee education path.

    ME Path.JPG

    Trustee Resource Center

    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


    • Christopher E. Brecht, GBA, RPA Consultant
    • Troy Brown, CFA Executive Director AndCo Consulting
    • David Evangelista, CPA, CGMA, CPA, CGMA Principal MBAF Certified Public Accountants and Advisors
    • Victor P. Harte, EA, MAAA Principal and Consulting Actuary Milliman Inc.
    • Ian W. Jones Senior Consultant AndCo Consulting
    • Robert M. Projansky Partner Proskauer Rose LLP
    • Peter M. Rosene, Esq. Shareholder Reinhart Boerner Van Deuren s.c.
    • Dee Shaw Health Benefit Consultant Soshent Partners
    • Aaron Slaughter, CPA Senior Manager WithumSmith+Brown, PC


    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.

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    Continuing Education

    Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

    Registration Information

    Register early and save!

    Registration Information
      Member Nonmember

    Through 8/9/2021 US $1,550.00 US $1,880.00
    After 8/9/2021 US $1,850.00 US $2,180.00