New Trustees Institute - Level I: Core Concepts
Topics/Agenda
12:30 PM - 4:30 PM
- Overview of health and welfare programs
- Plan funding
- Plan design
- Administration and financing metrics
- Communication needs and requirements
- Data collection and analysis
- Cost-control initiatives
- Health care reform, legal/legislative developments
7:30 AM - 11:30 AM
- History of benefits/legislation
- Governing documents
- Fiduciary responsibilities under ERISA
- Relationship of trustees and parties to the collective bargaining agreement
- Conducting effective trustee meetings
12:30 PM - 4:30 PM
- Investing process
- Investment terminology
- Risk and return
- Investment objectives and policy
- Asset classes
- Asset allocation
- Market performance
- Selecting managers and monitoring performance
7:30 AM - 11:30 AM
- Purpose and objectives
- Actuarial concepts
- Administration
- Manage the money
- Defined benefit pension plans
- Defined contribution and hybrid plans
- Accounting changes
- Market performance
- Legal and legislative developments
- The future of retirement
7:30 AM - 11:30 AM
- Financial statements
- Internal controls
- Administration
- Documents, records and meeting minutes
- Working with plan professionals
- Defining a good trustee and how to become one
- Communication
- Best practices
Benefits of Attending
- Learn from industry experts about the current state of affairs and latest reform initiatives—Be prepared for what lies ahead.
- Network with peers who face similar challenges—Learn from their mistakes, benchmark your performance and gather workable ideas and solutions to implement.
- Bring home helpful resource materials to share with colleagues, from sample documents to checklists and case studies—The value of your attendance will continue long after you’ve left the program.
Who Should Attend
Speakers
Troy Brown
Partner, Executive Director of Consulting
AndCo
Kelly S. Coffing, EA, FSA, MAAA
Principal and Consulting Actuary
Milliman Inc.
David Evangelista, CPA, CGMA
David Evangelista, CPA
Ian W. Jones
Senior Investment Consultant
AndCo Consulting
Robert M. Projansky, Esq.
Partner
Proskauer Rose LLP
Peter M. Rosene, Esq.
Shareholder
Reinhart Boerner Van Deuren s.c.
Dee Shaw
Health Benefit Consultant
Soshent Partners
Corey J. Wirth, CEBS
Executive Director
IBEW-NECA Service Center, Inc.
Multiemployer Trustee Education Path
Trustee Resource Center
Pricing
Through 1/3/2024
$1,695.00
US Member
$2,025.00
US Non-member
After1/3/2024
$1,995.00
US Member
$2,325.00
US Non-member
Join the Foundation!
More than 31,000 members rely on the Foundation to provide comprehensive health care, pension, fiduciary responsibility, investment, retirement security and other benefits education.
Get discounts on educational events, resources to support you in your work, and a community of peers who face the same challenges as you.
Continuing education (CE) credit for professional licenses, designations and certifications MAY be available for attendance at live sessions. You must request CE credit on your program registration at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.
Educational sessions at this program can qualify for self-reported CEBS® Compliance credit. Visit www.cebs.org/compliance for additional information.
Note: Requests made for CE credit do not guarantee administration of credit. For further information on CE credit, please call (262) 786-6710, option 2, or visit our website at www.ifebp.org/education---events/continuing-education-credit.