cover of Ready or Not: Your Retirement Planning Guide with blue sky background

Trustee Handbook: A Guide to Labor-Management Employee Benefit Plans, Revised Eighth Edition

Trustee Handbook: A Guide to Labor-Management Employee Benefit Plans cover

The Ultimate Reference Guide for Trustees

The Trustee Handbook: A Guide to Labor-Management Employee Benefit Plans, Revised Eighth Edition is your complete guide to succeeding in your role as a trustee of a multiemployer plan. The best-selling handbook will help you understand your personal responsibility and prepare you to make decisions in the best interests of your fund.

Written by more than 50 industry experts, the Trustee Handbook provides practical advice and guidelines for new and experienced trustees of Taft-Hartley plans, and for the professional advisors who serve these funds.

Now in e-book format only, the newly revised eighth edition contains updates to the tried-and-true chapters from previous editions—on topics like fiduciary responsibility basics and how benefit plans are designed, managed and funded—as well as new chapters providing guidance on issues like online benefits communication, education policies and trustee expense reimbursement.

You won’t find a more comprehensive guide covering multiemployer plans!

Now in e-book format!

Order Now

To order by phone contact the Foundation Bookstore at (888) 334-3327, option 4, or [email protected].

Topics covered include:

Fiduciary Responsibility

  • Responsibilities Under ERISA
  • Utilizing Professional Advisors
  • Using Committees Effectively
  • Fiduciary Liability Insurance

Health and Welfare Benefits

  • Self-Funding Health Benefits
  • Health Care Cost Management
  • Using Data to Improve Health Plan Performance
  • Prescription Drug Benefit Market Trends
  • Retiree Health Benefits

Apprenticeship and Training Funds

  • Running an Apprenticeship Fund Like a Business

Pension and Retirement Benefits

  • Funding the Pension Promise
  • Fund Mergers

Accounting and Auditing

  • Understanding Financial Statements
  • Increasing Income and Reducing Expenses
  • Payroll Auditing
  • Education Policies and Trustee Expense Reimbursements

Investment Management

  • Investment Fundamentals
  • Fixed Income Assets
  • Alternative Investments
  • Selecting an Investment Manager

Plan Administration

  • Measuring and Evaluating Plan Administration
  • Collection Litigation


  • Reporting and Disclosure Under ERISA
  • Modernizing Online Benefits Communication