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Essentials of Multiemployer Trust Fund Administration

Monday, November 6 - Friday, November 10, 2023
Hilton Santa Monica, Santa Monica, CA
Essentials of Multiemployer Trust Fund Administration


 

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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.

Topics/Agenda

Below are the sessions from last year's program. Stay tuned for the 2023 sessions coming this summer.

  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Monday November 6, 2023
8:00 a.m.-3:00 p.m. PT
Legal and Regulatory Environment
8:00 a.m.-3:00 p.m. PT
  • Legislative and regulatory framework of pension and health plans
  • Governing documents
  • Reporting and disclosure requirements
  • Preemption issues
  • Fiduciary responsibility
  • Due diligence
  • Collection environment
  • The Fund as an Employer
Category: Legal/Legislative Update
Jani K. Rachelson
Co-Speaker
Jani K. Rachelson
Partner
Cohen, Weiss and Simon LLP
Marcelle J. Henry, Esq.
Co-Speaker
Marcelle J. Henry, Esq.
Partner and Chair of the Employee Benefits Practice Group
Pitta LLP
3:00-4:00 p.m. PT
Overview of Insurance for Funds, Trustees and Administrators
3:00-4:00 p.m. PT
  • ERISA bonding requirements
  • Fiduciary liability coverage
  • Limitations and exclusions
  • Other coverage
Category: Insurance
Jani K. Rachelson
Co-Speaker
Jani K. Rachelson
Partner
Cohen, Weiss and Simon LLP
Marcelle J. Henry, Esq.
Co-Speaker
Marcelle J. Henry, Esq.
Partner and Chair of the Employee Benefits Practice Group
Pitta LLP
Tuesday November 7, 2023
8:00 a.m.-4:00 p.m. PT
Fundamentals of Pension Plans
8:00 a.m.-4:00 p.m. PT
  • Defined benefit, defined contribution and annuity plans
  • Typical plan designs
  • Funding
  • Actuarial valuation and its role
  • Vesting and other ERISA requirements
  • Payout options
    • Joint and survivor
    • Lump sums
  • PBGC requirements
  • Nondiscrimination testing
  • Early retirement
  • Case study exercise
Category: Pension
Peter M. Rosene, Esq.
Speaker
Peter M. Rosene, Esq.
Shareholder
Reinhart Boerner Van Deuren s.c.
Wednesday November 8, 2023
8:00-11:30 a.m. PT
Managing People
8:00-11:30 a.m. PT
  • Team dynamics
  • Motivation
  • Coaching and feedback
  • What to say and how to say it
  • Conducting performance reviews
  • Direction in organization and time management skills
  • Opportunity to share and discuss the issues you face
Additional information pertaining to legal issues in staff management in the fund will be provided as a takeaway for attendees.
Category: Administration
Moira J. Kelly
Speaker
Moira J. Kelly
President
Kelly Consulting LLC
12:30-4:00 p.m. PT
Investments
12:30-4:00 p.m. PT
  • Risk vs. return
  • Investment terminology
  • Asset classes
  • Basics of asset allocation
  • Development of investment objectives and policies
  • Economically targeted investments
  • Connection to plan liabilities
  • Trustee-directed vs. participant-directed investment management
  • Roles of money manager/consultant/portfolio manager
  • Monitoring results
Category: Administration
Russell D. Kamp
Speaker
Russell D. Kamp
Managing Director
Ryan ALM Inc.
Thursday November 9, 2023
8:00-11:30 a.m. PT
Accounting
8:00-11:30 a.m. PT
  • Overview of financial records and procedures
  • Understanding financial statements
  • Employer and employee accounting
  • Collection of employer contributions
  • Self-payments, investment earnings and valuations
  • Pension accounting
  • Overview of SOP 92-6
  • Audit controls
Category: Administration
Lawrence R. Beebe, CPA
Speaker
Lawrence R. Beebe, CPA
Partner
WithumSmith+Brown, PC
12:30-4:00 p.m. PT
Fundamentals of Health Plans
12:30-4:00 p.m. PT
  • Types of plans (HMO/PPO/POS/PSO)
  • General characteristics
  • Coordination of benefits
  • Managed care terms
  • Funding mechanisms
  • Plan design issues
  • Data collection and reporting
  • Overview of HIPAA
Category: Health and Welfare
Christopher E. Brecht, GBA, RPA
Speaker
Christopher E. Brecht, GBA, RPA
Consultant
Nichelle L. Henry
Co-Speaker
Nichelle L. Henry
Plan Manager
BeneSys
Friday November 10, 2023
8:00-11:00 a.m. PT
Communicating Change and Essential Information
8:00-11:00 a.m. PT
  • Necessary information and messages
  • Maintaining privacy
  • Written and verbal communication
  • Electronic communication
  • Investment education
  • Supporting a customer service environment
  • Staff training
Category: Communication
Joanna M. Pineda
Speaker
Joanna M. Pineda
Chief Executive Officer and Chief Troublemaker
Matrix Group International, Inc.

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

Speakers

Instructors

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

Continuing Education

Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance 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.

Policies
View our registration policies.


Registration Information

Register early and save!

Registration Information
  Member Nonmember


Through 9/25/2023 US $2,825.00 US $3,375.00
After 9/25/2023 US $3,125.00 US $3,675.00
 

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