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Advanced Trustees and Administrators Institute

Monday, June 27 - Wednesday, June 29, 2016
MGM, Las Vegas, NV
Conference begins in:

Complex issues facing your industry create an environment that is hard to navigate. For trustees and administrators who run pension and health and welfare funds, this complexity creates a number of difficult choices. Prepare yourself with the most current information and latest trends so you can make effective decisions that positively impact your fund.

The Advanced Trustees and Administrators Institute is designed to keep you informed of the latest industry trends, legal and regulatory changes and best practices and expose you to new ideas. Attendees will obtain a deeper understanding of how to run their pension and health and welfare funds.


 2016 Sessions:​

  • Economic Outlook
  • Pension Legislative Update
  • ACA Compliance
  • Key Pension Decisions Part 1: Making Realistic Plan Assumptions
  • Roundtable Discussion: ACA Issues
  • Reporting Requirements for Administrators
  • Key Pension Decisions Part 2: Advanced Investment Strategies
  • Alternatives to Traditional Medical Insurance and Plan Designs
  • Staffing Issues and Training
  • Changing Longevity and Its Impact on Benefits
  • Administrators Open Forum
  • Legal and Legislative Update
  • DOL Audits: Real-Life Stories and Lessons Learned
  • Specialty Drugs
  • Administrative Technology
  • Hard-to-Value Assets
  • Key Pension Decisions Part 3: Advanced Investment Strategies: Focus on Your Investment Team
  • Dealing With Retiree Health
  • DOL Conflict of Interest Rule
  • Data Breaches, Hacking and Privacy
  • Communicating in a Rapidly Changing Environment
  • Succession Planning for Your Administrator
  • Case Studies: Retirement Security
  • Training the Next Generation of Trustees
  • Case Studies: Wellness Programs That Work
  • Trustees and Administrators Working Together

 Session Schedule/Speakers/Handouts

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

​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

This Institute is designed for experienced multiemployer trustees, those who have attended the New Trustees Institute and those who have served as a trustee for more than two years as well as salaried and contract administrators of all experience levels.


Attend sessions by various speakers including: inspirational speakers, professors and other specialists. Below are a few of the experts who will be speaking this year.​​​ For a full listing view the brochure.

Edward J. SullivanChief Economist and Group Vice PresidentPortland Cement Association
Andrew J. Peterson, EA, FCA, FSA, MAAA Senior Staff Fellow for Retirement Society of Actuaries (SOA)
Neal S. Schelberg Partner Proskauer Rose LLP
​Kathryn L. Bakich Senior Vice President, National Health Compliance Practice Leader The Segal Company
William J. Einhorn Trustee Pennsylvania Employee Benefits Trust Fund
Brett Powell, CWPC Wellness Consultant, Vice PresidentAmerican Institute for Preventive Medicine
Moira J. Kelly President Kelly Consulting LLC
​Donald D. Crosatto Senior Area Director Machinists Automotive Trades District 190, Local Lodge 1546

​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 continuing professional education (CPE) credit.
Visit for more information.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 5/16/2016 US $1,245.00 US $1,575.00
After 5/16/2016 US $1,495.00 US $1,825.00