Trustees and Administrators Institute

Trustees and Administrators Institute

Attend the Trustees and Administrators Institutes to receive timely, relevant and balanced education on the issues that face the industry. Focus your education to the role and experience level that fit your needs. Active trustees, administrators and professional advisers develop each session to ensure you have the most current and timely information. Join your peers in finding solutions for the future.​

Program Tracks

New Trustees Institute — Level I: Core Concepts

Designed for trustees who have served for less than two years, or who have not previously attended an International Foundation educational program.

  • Overview of the role and responsibilities of trustees
  • Exploration of the key areas of legal and legislative compliance, trust fund accounting, health care and pension funds, investment and fund assets, and plan administration

Advanced Trustees and Administrators Institute

Designed for experienced trustees, those who have attended the New Trustees Institute and those who have served as a trustee for more than two years as well as salaried and contract administrators of all experience levels.

  • Update on the latest issues shaping employee benefit plan design and administration
  • Assessing your current plan structure, management policies and administrative practices to determine if a modified approach is in order
  • Developing sound benefit strategies for an evolving workforce

Trustees Institute—Level II: Concepts in Practice

Two-day program for those who have completed New Trustees Institute—Level I: Core Concepts.

  • Learn best practices
  • Hear ideas and solutions that others have implemented
  • Find Answers to your specific questions and interact with expert faculty and fellow trustees

Public Employee Benefits Institute

Public sector trustees and staff who work for health and welfare or pension plans.

  • Discuss the topics critical to public plans
  • Hear from experts and discuss with your peers

View the various education program offerings for multiemployer trustees.

What others are saying about the Trustees and Administrators Institute.

​Benefits of Attending

  • Gain pertinent information presented for your specific role. Content is developed by active trustees, administrators and professional advisors.
  • Build a deeper understanding of the critical issues facing benefit trust funds.
  • Learn and network with peers of similar experience levels and roles.
  • Take home tools, techniques and benchmarks for maximizing your effectiveness.
  • Gain firsthand knowledge shared by leading consultants and practitioners.
  • Enhance your leadership with fiduciary best practices.



Speakers will be announced soon.

​Trustees and Administrators Institute Program Locations


Disney's Yacht & Beach Club

February 10-12, 2020 | Orlando, Florida
New Trustees Institute—Level I: Core Concepts
Trustees and Administrators Institute


Hilton San Francisco Union Square

June 29-July 1, 2020 | San Francisco, California
New Trustees Institute—Level I: Core ConceptsTrustees and Administrators Institute

Program Contact

For questions regarding specific program content or speakers, call Adam Abelson, (262) 373-7676 or e-mail

Exhibit and sponsorship opportunities are available at these programs.

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Continuing Education

Educational sessions at this program may qualify for CEBS Compliance credit. Visit for more information.

Registration Information

Registration Information
  Member Nonmember



Early registration fees apply up to six weeks prior to the first day of the program.

$1,595 Members

$1,925 Nonmembers

After the early registration date.

$1,895 Members

$2,225 Nonmembers