New Trustees Institute - Level I: Core Concepts
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.
Pricing
Through September 30, 2024
US$1,695.00
Member
US$2,025.00
Nonmember
After September 30, 2024
US$1,995.00
Member
US$2,325.00
Nonmember
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 MoreMultiemployer Trustee Education Path
Trustee Resource Center
This conference allows plan participants to interact with trustees and administrators and one-on-one with presenters.
Nelerene A. HardingBahamasair Employees Provident Fund
Speakers will be announced soon.
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.