Essentials of Multiemployer Trust Fund Administration

Monday, September 20 - Friday, September 24, 2021
Fairmont Copley Plaza Hotel, Boston, MA
Essentials of Multiemployer Trust Fund Administration

As the International Foundation's most highly rated fundamentals course, the Essentials of Multiemployer Trust Fund Administration program is designed to provide 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 respected program. Class size is limited to support an interactive educational environment and enhance your learning experience.


  • Legal and Regulatory Environment
  • Overview of Insurance for Funds, Trustees and Administrators
  • Fundamentals of Pension Plans
  • Managing People
  • ​Investments
  • 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 Consultant
  • Marcy J. Dunlap Of Counsel Cohen, Weiss and Simon LLP
  • Marshall Tupper Hillard Senior Consultant SLiM Communications
  • Russell D. Kamp Managing Director Ryan ALM Inc.
  • Moira J. Kelly President Kelly Consulting LLC
  • Jani K. Rachelson Partner Cohen, Weiss and Simon LLP
  • Peter M. Rosene, Esq. Shareholder Reinhart Boerner Van Deuren s.c.


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.

Other Continuing Education Credit: Continuing Education credit for additional professions and designations MAY be available depending on profession/designation requirements. 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. Note: 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.

COVID-19 Preparations

The International Foundation is closely monitoring local, state and federal agencies regarding the latest safety precautions. We are also working closely with the event property to implement the current safety guidelines. As the event draws closer, watch for safety guidelines that will be in place.

Register With Confidence

We can't wait to see you. Our mission is to create the best learning environment for you, and that includes ensuring a safe learning environment following the latest health guidelines. If, as the event draws near, we determine that we are unable to meet in person, we will let you know of alternative educational options.
All conferences have a no-penalty transfer policy to any 2021 or 2022 program. Hotel cancellation policies apply. See

Registration Information

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Registration Information
  Member Nonmember

Through 8/9/2021 US $2,635.00 US $3,185.00
After 8/9/2021 US $2,935.00 US $3,485.00