Challenges continue to get more complex for pension
and health and welfare plans. Education is critical to make necessary
decisions and fulfill your fiduciary duty.
For trustees, that
education starts with the New Trustees Institute—Level I: Core Concepts.
This program is the bedrock of trustee education. It is time-tested,
developed by trustees for trustees.
As the first step in the
trustee education path, The New Trustees Institute is designed for
Taft-Hartley multiemployer plan trustees needing an understanding of
their fiduciary responsibilities, best practices in fund management,
legal requirements and other need-to-know information pertinent to
serving as a trustee.
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.
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
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.
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.
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.
Please check back soon for information regarding 2020 speakers.
Educational sessions at this program may qualify for CEBS Compliance credit.Visit
www.cebs.org/compliance for more information.
Register early and save!
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