Trustee Education Path

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Education for Trustees, by Trustees.

Serving as a multiemployer trustee in today’s world requires a greater understanding of wide-ranging issues—complex regulations, legislation, health care systems, investment strategies and more. The path below illustrates the recommended progression of courses for trustees.

New Trustees Institute Level 1: Core Concepts

New Trustees
Institute—
Level I:
Core Concepts

(Less than 3 years of experience)

New Trustees Institute Level 2: Concepts in Practice

Trustees
Institute—
Level II:
Concepts in
Practice

(3-4 years of experience)

Trustees Masters Program (TMP)

Trustees
Masters
Program
(TMP)

(5+ years of experience)

TMP Advanced Leadership Summit

TMP
Advanced
Leadership
Summit

(6+ years of experience)

Certified Employee Benefit Specialist®

Certified
Employee
Benefit
Specialist®
(CEBS®)

(Over 6 years of experience)

Trustees Institute—Level II: Concepts in Practice

Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending the Trustees Institute—Level II: Concepts in Practice. Held immediately prior to the U.S. Annual Employee Benefits Conference and in conjunction with the Advanced Trustees and Administrators Institute, this conference will take the concepts and education provided at the New Trustees Institute—Level I: Core Concepts and go into more depth and applicability, expanding on need-to-know topics. Discover best practices, identify solutions and find answers to your questions by attending this program.

​All Trustee Offerings

In addition to coursework with a set curriculum, the Foundation offers numerous conferences ideal for trustees, to include


Hear what other trustees are saying about the
International Foundation and our programs.

"Being a trustee includes a high level of fiduciary responsibility. The Foundation understands this and provides excellent education opportunities to keep members informed on up-to-date issues."Paul G. HammockMultiemployer Labor Trustee
ILA Employers Welfare Fund

"As far as fiduciary responsibilities are concerned, nobody prepares you better to learn what is required of you."Donald C. AllenMultiemployer Labor Trustee
IBEW Local 158

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