New Trustees Institute — Level I: Core Concepts

Monday, June 27 - Wednesday, June 29, 2022
The Westin Seattle, Seattle, WA
New Trustees Institute — Level I: Core Concepts
This offering of Trustees InstituteLevel I: Core Concepts is sold out.
Contact to be put on the waitlist.

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.


    • Available in person
    • Available virtually
    • Health
    • Retirement
    • Canadian
    • General
    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
    • Kelly S. Coffing, EA, FSA, 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.
    • 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.

    Accompanying Educational Events

    Accounting and Auditing Institute for Employee Benefit Plans

    Trustees Institute—Level II: Concepts in Practice

    Advanced Trustees and Administrators Institute

    ​COVID-19 Safety Protocols

    We’re excited to be bringing this meeting back to an in-person experience. See our safety protocol for details.

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    Continuing Education

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

    Continuing Education credit for additional professions and designations MAY be available for attendance at live sessions. You must register for the program and request CE credit at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

    Requests made for continuing education credit do not guarantee administration of credit. For further information on continuing education credit, please call (262) 786-6710, option 2.

    Our registration policies have changed. Learn more.

    Registration Information

    Register early and save!

    Registration Information
      Member Nonmember

    Through 5/16/2022 US $1,595.00 US $1,925.00
    After 5/16/2022 US $1,895.00 US $2,225.00

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