New Trustees Institute — Level II: Concepts in Practice

Saturday, February 16 - Sunday, February 17, 2019
Disney's Yacht & Beach Club, Orlando, FL
stacked blocks with different colors

Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending the New Trustees Institute—Level II: Concepts in Practice. Held immediately prior to the Trustees and Administrators Institutes, this conference will take the concepts and education provided at the New Trustees Institute—Level I: Core Concepts and go into more depth and applicability, expanding on need-to-know topics. Discover best practices, identify solutions and find answers to your questions by attending this exciting new program. 

Register Early - Class size is limited to foster deeper comprehension and peer-to-peer discussion.

2019 Sessions


  • Mitigating fraud
  • Trustee expenses
  • Prohibited transactions
  • Deadlocks and arbitration
  • Policies and procedures
  • Using your professionals effectively


  • Alternative investment classes
  • Hedging strategies
  • Benchmarks
  • Monitoring managers
  • Hiring/firing managers
  • Role and use of consultants
  • Changing asset allocations

​Health Care

  • Utilization review
  • Pharmacy management
  • Communications
  • Wellness initiatives
  • Emerging trends and recent regulations


  • Plan Redesign
  • Fees (DB/DC)
  • Withdrawal liability
  • Plan assumptions
  • Financial literacy

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 years or less 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 will be announced soon.


Speakers for the 2019 conference will be announced soon! Please check back for a list of speakers.

​Lee M.CentroneVice PresidentBeneSys Inc.

Kevin Culp, EA, FSA, MAAA Consulting Actuary
Horizon Actuarial Services, LLC

​David P. Dorsey, CPAPartnerWithumSmith+Brown, PC

Mary Ann T. Dunleavy, ASA, EA, MAAA
Consulting Actuary
Horizon Actuarial Services

Michael D. Joyce, CEBSSenior VP & Sr ConsultantSegal Marco Advisors

Travis J. Ketterman, GBAPartnerMcGann, Ketterman & Rioux

Stephanie Patrick, FSA, MAAAConsulting Actuary
Horizon Actuarial Services, LLC

​Andrew E. Staab Vice President and Senior Corporate Counsel
U.S. Bank Law Division, Trust Legal Services

Additional Information

Multiemployer Trustee Education Path

New Trustees Level II Path image.JPG

​In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. This program is the second step in trustee education path.

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Continuing Education

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

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 1/7/2019 US $1,515.00 US $1,845.00
After 1/7/2019 US $1,815.00 US $2,145.00