New Trustees Institute — Level I: Core Concepts

Saturday, October 21 - Monday, October 23, 2017
Mandalay Bay, Las Vegas, NV
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Our sympathies are with the victims of the horrific events earlier this month​. We continue to monitor the situation and look forward to supporting the Las Vegas community when we gather for the New Trustees Institute.

Focusing on your role as a new trustee, the New Trustees Institute— Level I: Core Concepts will enhance your understanding of basic issues involved in managing your health and welfare funds as well as the complex benefits environment. As an attendee, you will secure a high-level understanding of your fiduciary responsibility and the legal environment while discussing best practices and current issues in the benefits industry.

Topics Include: 

  • Trustee Responsibility and Legal Environment
  • Overview of Health and Welfare Plans
  • Overview of Retirement Plans
  • Investing Health and Welfare and Pension Assets
  • Governance

Session Details and Handouts

This conference allows plan participants to interact with trustees and administrators and one-on-one with presenters.

Nelerene A. HardingLabor Trustee
Bahamasair Employees Provident Fund

​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

Designed for multiemployee trustees who have served for two years or less on an ERISA fund or who have not previously attended an International Foundation program. This conference is ideal for collective bargaining and other personnel who want a better understanding of their role and responsibilities in working with trustees.


Speakers will be announced soon.


 Speakers for this conference will be announced soon! Please check back for a list of speakers.

Accompanying Educational Event

Accounting and Auditing Institute for Employee Benefit Plans


Preconference Workshop
Rising the Bar on Your Benefits Communication
Sunday, June 26, 2016 | 8:00 a.m. - 1:00 p.m.

Trustees and administrators are often called upon to communicate with a variety of aud​iences from plan participants and vendors to contributing employers and retirees. Whether you are fulfilling a legal obligation, managing and working with your vendors or fund staff, sharing plan information or negotiating change, it is critical that you are strategic in your approach to communications.

Register Today! ​

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Continuing Education

Educational sessions at this program may qualify for CEBS continuing professional education (CPE) credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 9/10/2017 US $1,345.00 US $1,675.00
After 9/10/2017 US $1,645.00 US $1,975.00