Essentials of Multiemployer Trust Fund Administration

Session handouts were available to registered attendees from Wednesday, May 29 through Tuesday, August 6. Please contact edprog@ifebp.org if you have questions or need assistance.

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Monday, June 3

8:30 AM – 3:30 PM

E01  Legal and Regulatory Environment

Jani K. Rachelson Co-Speaker
Partner
Cohen, Weiss and Simon LLP
New York, NY

Lisa M. Gomez Co-Speaker
Partner
Cohen, Weiss and Simon LLP
New York, NY

• Fiduciary obligations • Legislative and regulatory framework • Governing documents • Reporting and disclosure requirements • Preemption issues • Fiduciary responsibility • Due diligence • Collection environment • Key cases (#15—Legal/Legislative Update)

3:30 PM – 4:30 PM

E02  Overview of Insurance for Funds, Trustees and Administrators

Jani K. Rachelson Co-Speaker
Partner
Cohen, Weiss and Simon LLP
New York, NY

Lisa M. Gomez Co-Speaker
Partner
Cohen, Weiss and Simon LLP
New York, NY

• ERISA bonding requirements • Fiduciary liability coverage • Limitations and exclusions • Other coverage (#34—Insurance)