New Trustees Institute-Level II: Concepts in Practice



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Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending the New Trustees Institute—Level II: Concepts in Practice. This conference will take the ideas 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 program. Class size is limited to foster deeper comprehension and peer-to-peer discussion.

Topics

Governance/
Administration

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

Investments

  • 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

Retirement

  • 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 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.

​New Trustees Institute—Level II: Concepts in Practice Locations


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San Diego Convention Center

October 19-20, 2019
San Diego, California

orlando

Disney's Yacht & Beach Club Resorts

February 8-9, 2020
Orlando, Florida

MGM

Hilton San Francisco Union Square

June 29-July 1, 2020
San Francisco, California

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.

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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 can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.


Registration Information

Registration Information
  Member Nonmember