Essentials of Multiemployer Trust Fund Administration

Essentials of Multiemployer Trust Fund Administration

Due to the Coronavirus (COVID-19) this program is being canceled. If you have immediate concerns, please reach out to us directly at (888)334-3327, option 2 or email at

We look forward to seeing you at next year's Essentials of Multiemployer Trust Fund Administration, 
June 7-11, 2021 in Brookfield, WI. All 2021 program registration will open this summer.

As the International Foundation's most highly rated fundamentals course, the Essentials of Multiemployer Trust Fund Administration program is designed for all levels of administrators. This program provides critical information and updates for all aspects of multiemployer trust fund administration. Stay up to date on the legal requirements and develop a supportive peer network with this highly-rated program. Class size is limited to support an interactive educational environment and enhance your educational experience.


  • Legal and Regulatory Environment
  • Overview of Insurance for Funds, Trustees and Administrators
  • Fundamentals of Pension Plans
  • Investments

  • ​Managing People
  • Accounting
  • Fundamentals of Health Plans
  • Communicating Change and Essential Information

View the various educational programs for administrators.

Who Should Attend

  • Recently promoted supervisors or administrators
  • Individuals seeking advancement
  • Lead administrative staff and managers
  • Account representatives
  • Staff new to benefits
  • New staff providing professional support services to multiemployer clients


  • Lawrence R. Beebe, CPA Partner WithumSmith+Brown, PC
  • Christopher E. Brecht, GBA, RPA, GBA, RPA Senior Vice President Mid-Atlantic BeneSys Inc.
  • Lisa M. Gomez Partner Cohen, Weiss and Simon LLP
  • Marshall Tupper Hillard Senior Consultant SLiM Communications
  • Russell D. Kamp Managing Director Ryan ALM
  • Moira J. Kelly President Kelly Consulting LLC
  • Jani K. Rachelson Partner Cohen, Weiss and Simon LLP
  • Peter M. Rosene, Esq. Attorney at Law, Shareholder Reinhart Boerner Van Deuren sc.


2020 instructors will be available soon. Please check back.
Attend sessions by various experts in the multiemployer fund administration field including: attorneys, accountants, third-party administrators, consultants and other specialists. View a list of last year's instructors.

​Additional Information

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Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit for additional information.

Registration Information

Register early and save!

Registration Information
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