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April 6-8, 2020
February 23-26, 2020
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Focusing on your role as a new trustee, the New Trustees Institute— Level I: Core Concepts will enhance your understanding of basic issues involved in managing your health and welfare funds as well as the complex benefits environment. As an attendee, you will secure a high-level understanding of your fiduciary responsibility and the legal environment while discussing best practices and current issues in the benefits industry.
Session Details and Handouts
This conference allows plan participants to interact with trustees and administrators and one-on-one with presenters.
Nelerene A. HardingLabor TrusteeBahamasair Employees Provident Fund
Designed for multiemployee trustees who have served for two years or less on an ERISA fund or who have not previously attended an International Foundation program. This conference is ideal for collective bargaining and other personnel who want a better understanding of their role and responsibilities in working with trustees.
Speakers will be announced soon.
The International Foundation is grateful to the following instructors for their contributions to the New Trustees Institute.
View the instructors.
Accounting and Auditing Institute for Employee Benefit Plans
Preconference WorkshopRising the Bar on Your Benefits CommunicationSunday, June 26, 2016 | 8:00 a.m. - 1:00 p.m.
Trustees and administrators are often called upon to communicate with a variety of audiences from plan participants and vendors to contributing employers and retirees. Whether you are fulfilling a legal obligation, managing and working with your vendors or fund staff, sharing plan information or negotiating change, it is critical that you are strategic in your approach to communications.
Educational sessions at this program may qualify for CEBS Compliance credit.Visit
www.cebs.org/compliance for more information.
Register early and save!