New Trustees Institute — Level I: Core Concepts—Session Schedule, Speakers and Handouts

Session handouts were available to registered attendees from Wednesday, June 19 through Sunday, August 25. Please contact edprog@ifebp.org if you have questions or need assistance.

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Monday, June 24

7:30 AM – 11:30 AM

NTI01  Trustee Responsibility and Legal Environment

Peter M. Rosene, Esq. Co-Speaker
Shareholder
Leonard, O'Brien, Spencer, Gale & Sayre, Ltd.
Minneapolis, MN

Robert M. Projansky Co-Speaker
Partner
Proskauer LLP
New York, NY

• History of benefits/legislation • Governing documents • Fiduciary responsibilities under ERISA • Relationship of trustees and parties to the collective bargaining agreement • Conducting effective trustee meetings (#8—Fiduciary Responsibility)

12:30 PM – 4:30 PM

NTI03  Overview of Retirement Plans

Kelly S. Coffing, EA, FSA, MAAA Speaker
Principal and Consulting Actuary
Milliman Inc.
Seattle, WA

• Purpose and objectives • Actuarial concepts • Administration • Manage the money • Defined benefit pension plans • Defined contribution and hybrid plans (#38—Retirement)