New Trustees Institute - Level I: Core Concepts

Monday, June 24 - Thursday, June 27, 2024

Las Vegas, NV

This foundational curriculum will provide you with an understanding of your role, your responsibility as a fiduciary, and an overview of the technical aspects of serving as a trustee on a health, retirement or other ERISA plan. Learn best practices, legal requirements and the current issues that the benefits industry faces.

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

Designed for multiemployer trustees who have served for two years or less on an ERISA fund or who have not previously attended an International Foundation program. This conference is ideal for collective bargaining and other personnel who want a better understanding of their role and responsibilities in working with trustees.

Multiemployer Trustee Education Path

In order to help trustees better meet their educational needs, the Foundation has created a suggested progression of trustee education. This program is the first step in the trustee education path.

Pricing

Through 5/13/2024

$1,695.00

US Member

$2,025.00

US Non-member

After 5/13/2024

$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.

Learn More

This conference allows plan participants to interact with trustees and administrators and one-on-one with presenters.
Nelerene A. Harding
Bahamasair Employees Provident Fund

Speakers

Robert Projansky

Partner

Proskauer Rose LLP

Peter Rosene

Shareholder

Reinhart Boerner Van Deuren s.c.

Dee Shaw

Health Benefit Consultant

Soshent Partners

Aaron Slaughter

Senior Manager

WithumSmith+Brown, PC

Corey Wirth

Executive Director

IBEW-NECA Service Center, Inc.

Troy Brown

Partner, Executive Director of Consulting

AndCo Consulting

Ian Jones

Senior Consultant

AndCo Consulting

Kelly S. Coffing, EA, FSA, MAAA

Principal and Consulting Actuary

Milliman Inc.

Continuing education (CE) credit for professional licenses, designations, and certifications MAY be available for attendance at live sessions. You must request continuing education 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.