Trustees Institute - Level II: Concepts in Practice
Saturday, February 10-Sunday, February 11, 2024
Handout Dates: February 7-April 11, 2024
8:00 AM - 12:15 PM
Governance/Administration
- Fiduciary duty
- Policies and procedures
- Group scenarios
- Prohibited transactions
- Deadlocks and arbitration
- Board governance
- Fraud prevention detection
1:00 PM - 5:00 PM
Investments
- Terminology and reports
- Who are the players? What are their roles?
- Asset allocation
- Other investment issues
- Alternative investment options
- Investment open forum
8:00 AM - 11:30 AM
Retirement
- Financial literacy
- DC plans/annuity
- Pension basics
- PPA-MPRA
- Plan redesign
- Withdrawal liability
- Open forum
12:15 PM - 4:00 PM
Health Plans
- Health plan basics
- Appeals committee
- Prescriptions and mental health
- Monitoring and selecting service providers
- Rapid-fire Q&A
- Emerging issues
