New Trustees Institute — Level II: Concepts in Practice



New Trustees Institute: Level II—Concepts in Practice

Due to the Coronavirus (COVID-19) this program is being canceled. We look forward to seeing
you at next year's U.S. Annual Conference in Denver, Colorado on 
October 17- 20, 2021.
Watch for details on registration opening soon! 

If you have immediate concerns, please reach out to us directly at
(888)334-3327, option 2 or email at edreg@ifebp.org

Build on your knowledge of being a multiemployer trustee by attending the New Trustees Institute—Level II: Concepts in Practice. This institute is for trustees with three or more years of experience, expanding on the concepts provided at the New Trustees Institute—Level I: Core Concepts.

Discover best practices, identify possible solutions and recognize critical issues by attending this interactive program. Register early! Class size is limited to foster deeper comprehension and peer-to-peer discussion.

Topics/Agenda

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
  • Withdrawl 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

Speakers will be announced soon.

Speakers

Speakers for the 2020 conference will be announced soon! Please check back shortly.

Additional Information


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 second step in 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.

Registration Information

This program is sold out. Contact edreg@ifebp.org to be added to the waiting list.

Registration Information
  Member Nonmember