New Trustees Institute — Level I: Core Concepts

Monday, February 21 - Wednesday, February 23, 2022
Disney's Yacht & Beach Club, Orlando, FL
New Trustees Institute: Level I—Core Concepts

This foundational curriculum will provide you with an understanding of your role, your responsibility as a fiduciary and an overview of the technical aspects of serving as a trustee on a health, retirement or other ERISA plan. Learn best practices, legal requirements and the current issues that the benefits industry faces.

Topics/Agenda

Legal/Legislative
  • Legal and legislative framework
  • ERISA
  • Two-hat structure
  • Governing documents
  • Key governmental agencies
  • Required communication
  • Fiduciary and co-fiduciary obligations
  • Duty to monitor fees
  • Liability Insurance

Investments

  • Terminology
  • Modern portfolio theory
  • Asset allocation
  • Asset classes
  • Investment policies
  • Institutional vs. individual portfolios
  • Investment managers
Health Care
  • Terminology
  • Funding and resources
  • Prescription drugs
  • Legal framework
  • ACA
  • Basic health care financial information
  • Plan types
  • HIPAA
  • Legislative and regulatory requirements

Governance/Administration

  • 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
Retirement
  • 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. Harding Labor Trustee
Bahamasair Employees Provident Fund

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 multiemployer 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

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 the 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.



Speakers

Speakers will be announced soon.

​Speakers

Please check back soon for information regarding 2020 speakers.

​Safety Protocols and Policies

We’re excited to be bringing this meeting to an in-person experience. Masks are required at this program. See our safety protocol for details.

Our registration policies have changed. Learn more.


Connect with usfacebook-icon-white-red.pngfacebook-icon-white-red.pngfacebook-icon-white-red.png #IFEBP

Continuing Education

Educational sessions at this program may qualify for CEBS Compliance credit.
Visit www.cebs.org/compliance for more information.


Continuing Education credit for additional professions and designations MAY be available for attendance at live sessions. You must register for the program and request CE credit at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Requests made for continuing education credit do not guarantee administration of credit. For further information on continuing education credit, please call (262) 786-6710, option 2.

Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 1/10/2022 US $1,595.00 US $1,925.00
After 1/10/2022 US $1,895.00 US $2,225.00