New Trustees Institute — Level I: Core Concepts

Monday, February 13 - Wednesday, February 15, 2023
Disney's Yacht Club, Orlando, FL
New Trustees Institute: Level I—Core Concepts

​Challenges continue to get more complex for pension and health and welfare plans. Education is critical to make necessary decisions and fulfill your fiduciary duty.

For trustees, that education starts with the New Trustees Institute—Level I: Core Concepts. This program is the bedrock of trustee education. It is time-tested, developed by trustees for trustees.

As the first step in the trustee education path, The New Trustees Institute is designed for Taft-Hartley multiemployer plan trustees needing an understanding of their fiduciary responsibilities, best practices in fund management, legal requirements and other need-to-know information pertinent to serving as a trustee.

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.


  • Available in person
  • Available virtually
  • Health
  • Retirement
  • Canadian
  • General
You must be a logged in registrant to access session handouts.
Monday February 13, 2023
7:30-11:30 a.m. ET
Trustee Responsibility and Legal Environment
7:30-11:30 a.m. ET

  • History of benefits/legislation
  • Governing documents
  • Fiduciary responsibilities under ERISA
  • Relationship of trustees and parties to the collective bargaining agreement
  • Conducting effective trustee meetings
Category: Fiduciary Responsibility
Peter M. Rosene, Esq.
Peter M. Rosene, Esq.
Reinhart Boerner Van Deuren s.c.
Robert M. Projansky
Robert M. Projansky
Proskauer Rose LLP
12:30-4:30 p.m. ET
Overview of Retirement Plans
12:30-4:30 p.m. ET

  • 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
Category: Retirement
Kelly S. Coffing, EA, FSA, MAAA
Kelly S. Coffing, EA, FSA, MAAA
Principal and Consulting Actuary
Milliman Inc.
Tuesday February 14, 2023
7:30-11:30 a.m. ET
Overview of Health and Welfare Plans
7:30-11:30 a.m. ET

  • 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
Category: Health and Welfare
Dee Shaw
Dee Shaw
Health Benefit Consultant
Soshent Partners
Peter M. Rosene, Esq.
Peter M. Rosene, Esq.
Reinhart Boerner Van Deuren s.c.
12:30-4:30 p.m. ET
Investing Health and Welfare and Pension Assets
12:30-4:30 p.m. ET

  • Investing process
  • Investment terminology
  • Risk and return
  • Investment objectives and policy
  • Asset classes
  • Asset allocation
  • Market performance
  • Selecting managers and monitoring performance
Category: Investments
Ian W. Jones
Ian W. Jones
Senior Consultant
AndCo Consulting
Troy Brown, CFA
Troy Brown, CFA
Partner, Executive Director of Consulting
AndCo Consulting
Wednesday February 15, 2023
7:30-11:30 a.m. ET
7:30-11:30 a.m. ET
  • 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
Category: Governance
Aaron Slaughter, CPA
Aaron Slaughter, CPA
Senior Manager
WithumSmith+Brown, PC
Corey J. Wirth, CEBS
Corey J. Wirth, CEBS
Executive Director
IBEW-NECA Service Center, Inc.

This conference allows plan participants to interact with trustees and administrators and one-on-one with presenters.

Nelerene A. Harding Labor Trustee
Bahamasair Employees Provident Fund

View the various education program offerings for multiemployer trustees.

​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.


Trustee Resource Center

Look to the Trustee Resource Center as you serve in this influential role as a trustee! You'll receive guidance on legal and regulatory issues, investment management, financial reporting, retirement plans, defined benefit pension plans and health plans; visit



Please check back soon for information regarding 2020 speakers.

View our registration policies.

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Continuing Education

Educational sessions at this program may qualify for CEBS Compliance credit.
Visit for more information.

Continuing Education credit for additional professions and designations MAY be available for attendance at live sessions. You must register for the program and request CE credit at least 60 days prior to the beginning of the program so that the Foundation can seek preapproval from the governing agency.

Requests made for continuing education credit do not guarantee administration of credit. For further information on continuing education credit, please call (262) 786-6710, option 2.

Registration Information

Register early and save!

Registration Information
  Member Nonmember

Through 1/13/2023 US $1,650.00 US $1,980.00
After 1/13/2023 US $1,950.00 US $2,280.00


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