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

Session handouts were available to registered attendees from Wednesday, June 19, 2019 through Sunday, August 25, 2019. Please contact 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
Leonard, O'Brien, Spencer, Gale & Sayre, Ltd.
Minneapolis, MN

Robert M. Projansky Co-Speaker
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)