Trustees Institute — Level II: Concepts in Practice

Saturday, June 25 - Sunday, June 26, 2022
The Westin Seattle, Seattle, WA
Trustees Institute — Level II: Concepts in Practice

Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending Trustees Institute—Level II: Concepts in Practice. Held prior to the Trustees and Administrators Institute, this program will take the concepts and education provided at New Trustees Institute—Level I: Core Concepts into more depth and applicability, expanding on need-to-know topics. Discover best practices, identify solutions and find answers to your questions. Class size is limited to foster deeper comprehension and peer-to-peer discussion.

Curriculum

Governance/
Administration

  • Fiduciary duty
  • Policies and procedures
  • Group scenarios
  • Prohibited transactions
  • Deadlocks and arbitration
  • Board governance
  • Fraud prevention detection

Investments

  • Terminology and reports
  • Who are the players? What are their roles?
  • Asset allocation
  • Other investment issues
  • Alternative investment options
  • Investment open forum

Retirement

  • Financial literacy
  • DC plans/annuity
  • Pension basics
  • PPA-MPRA
  • Plan redesign
  • Withdrawal liability
  • Open forum

Health Plans

  • Health plan basics
  • Appeals committee
  • Prescriptions and mental health
  •  Monitoring and selecting service providers
  • Rapid-fire Q&A
  • Emerging issues

View the various education program offerings for multiemployer trustees.

​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 trustees who have served for three to five years on an ERISA fund and have completed the New Trustees Institute—Level I: Core Concepts. This conference is also for ideal for plan professionals involved in the overall support and management of multiemployer benefit plans.

Speakers

  • Lee M. Centrone Senior Vice President BeneSys Administrators
  • Kevin Culp, EA, FSA, MAAA Consulting Actuary Horizon Actuarial Services, LLC
  • David P. Dorsey, CPA Partner WithumSmith+Brown, PC
  • Mary Ann T. Dunleavy, ASA, EA, MAAA Consulting Actuary Horizon Actuarial Services, LLC
  • Michael D. Joyce, Esq., CEBS, ISCEBS-Fellow Senior Vice President and Senior Investment Consultant Segal Marco Advisors
  • Travis J. Ketterman, GBA Partner McGann, Ketterman & Rioux
  • Stephanie Patrick, FSA, MAAA Senior Consulting Actuary Horizon Actuarial Services, LLC
  • Andrew E. Staab Vice President and Senior Corporate Counsel U.S. Bank Law Division, Trust Legal Services, U.S. Bank National Association
  • Nick S. Trella Senior Vice President/Principal Segal Marco Advisors

​Speakers

 2020 speakers will be announced shortly. Check back soon.

Additional Information

​COVID-19 Safety Protocols

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


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 www.ifebp.org/trusteeresourcecenter.


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Continuing Education

Educational sessions at this program may qualify for CEBS® Compliance credit.
Visit www.ceb.org/compliance for more 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.


Policies
View our registration policies.

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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