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January 26-29, 2021
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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.
As always, this conference had great materials and speakers. It should be a requirement for all trustees to attend.
Patrick J. Carroll Labor TrusteeUA Local 73 Steamfitters & Pipefitters
Designed for trustees who have served for less than two years, or who have not previously attended an International Foundation educational program.
Speakers will be announced soon.
October 19-21, 2019San Diego, California
February 10-12, 2020Orlando, Florida
June 29-July 1, 2020San Francisco, California
November 14-16, 2020Honolulu, Hawaii
For questions regarding specific program content or speakers, call Tom DeRoche, (262) 373-7648 or e-mail
sponsorship opportunities are available at these programs.
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.
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
Educational sessions at this program may qualify for CEBS Compliance credit.Visit
www.ceb.org/compliance for more information.