New Trustees Institute — Level I: Core Concepts

Saturday, October 19 - Monday, October 21, 2019
San Diego Convention Center, San Diego, CA

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.​

2019 Sessions

Trustee Responsibility and Legal Environment
  • Legal and legislative framework
  • Two-hat structure
  • Governing documents
  • Key governmental agencies
  • Required communication
  • Fiduciary and co-fiduciary obligations
  • Duty to monitor fees
  • Liability Insurance
Investing Health and Welfare and Pension Assets
  • Terminology
  • Modern portfolio theory
  • Asset allocation
  • Asset classes
  • Investment policies
  • Institutional vs. individual portfolios
  • Investment managers

Overview of Health and Welfare Plans
  • Terminology
  • Funding and resources
  • Prescription drugs
  • Legal framework
  • ACA
  • Basic health care financial information
  • Plan types
  • Legislative and regulatory requirements
  • How to be a good trustee
  • Trustee meetings/agendas, minutes
  • Working with professionals
  • Trustee orientation
  • Financial statements
  • Dealing with two-hat dilemma
  • Role of your administrator
  • Payroll audits
Overview of Retirement Plans
  • Terminology
  • Defined benefit plans
  • Defined contribution plans
  • Pension reform legislation
  • Role of the actuary
  • Funding methods
  • Assumptions
  • Plan design (traditional)
  • Administration

This conference allows plan participants to interact with trustees and administrators and one-on-one with presenters.

Nelerene A. HardingLabor Trustee
Bahamasair Employees Provident Fund

​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 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.

Multiemployer Trustee Education Path

New Trustees Level I 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 first step in trustee education path.


Speakers will be announced soon.

​2019 Speakers

The International Foundation is grateful to the following instructors for their contributions to the New Trustees Institute.

View the instructors.

Accompanying Educational Event

Accounting and Auditing Institute for Employee Benefit Plans


Preconference Workshop
Rising the Bar on Your Benefits Communication
Sunday, June 26, 2016 | 8:00 a.m. - 1:00 p.m.

Trustees and administrators are often called upon to communicate with a variety of aud​iences 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.

Register Today! ​

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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 9/8/2019 US $1,515.00 US $1,845.00
After 9/8/2019 US $1,815.00 US $2,145.00