Essentials of Multiemployer Trust Fund Administration

Monday, November 14 - Friday, November 18, 2022
Hyatt Regency Miami, Miami, FL
Essentials of Multiemployer Trust Fund Administration

As the International Foundation's most highly rated fundamentals course, the Essentials of Multiemployer Trust Fund Administration program is designed to provide critical information and updates for all aspects of multiemployer trust fund administration. Stay up to date on the legal requirements and develop a supportive peer network with this respected program. Class size is limited to support an interactive educational environment and enhance your learning experience.

Topics/Agenda

    • Available in person
    • Available virtually
    • Health
    • Retirement
    • Canadian
    • General
    Monday November 14, 2022
    8:00 a.m.-3:00 p.m. ET
    Legal and Regulatory Environment
    8:00 a.m.-3:00 p.m. ET
    • Legislative and regulatory framework of pension and health plans
    • Governing documents
    • Reporting and disclosure requirements
    • Preemption issues
    • Fiduciary responsibility
    • Due diligence
    • Collection environment
    • The Fund as an Employer
    Category: Legal/Legislative Update
    Jani K. Rachelson
    Co-Speaker
    Jani K. Rachelson
    Partner
    Cohen, Weiss and Simon LLP
    Marcy J. Dunlap
    Co-Speaker
    Marcy J. Dunlap
    Partner
    Cohen, Weiss and Simon LLP
    3:00-4:00 p.m. ET
    Overview of Insurance for Funds, Trustees and Administrators
    3:00-4:00 p.m. ET
    • ERISA bonding requirements
    • Fiduciary liability coverage
    • Limitations and exclusions
    • Other coverage
    Category: Insurance
    Jani K. Rachelson
    Speaker
    Jani K. Rachelson
    Partner
    Cohen, Weiss and Simon LLP
    Marcy J. Dunlap
    Speaker
    Marcy J. Dunlap
    Partner
    Cohen, Weiss and Simon LLP
    Tuesday November 15, 2022
    8:00 a.m.-4:00 p.m. ET
    Fundamentals of Pension Plans
    8:00 a.m.-4:00 p.m. ET
    • Defined benefit, defined contribution and annuity plans
    • Typical plan designs
    • Funding
    • Actuarial valuation and its role
    • Vesting and other ERISA requirements
    • Payout options
      • Joint and survivor
      • Lump sums
    • PBGC requirements
    • Nondiscrimination testing
    • Early retirement
    • Case study exercise
    Category: Pension
    Peter M. Rosene, Esq.
    Speaker
    Peter M. Rosene, Esq.
    Shareholder
    Reinhart Boerner Van Deuren s.c.
    Wednesday November 16, 2022
    8:00-11:30 a.m. ET
    Managing People
    8:00-11:30 a.m. ET
    • Team dynamics
    • Motivation
    • Coaching and feedback
    • What to say and how to say it
    • Conducting performance reviews
    • Direction in organization and time management skills
    • Opportunity to share and discuss the issues you face
    Additional information pertaining to legal issues in staff management in the fund will be provided as a takeaway for attendees.
    Category: Administration
    Moira J. Kelly
    Speaker
    Moira J. Kelly
    President
    Kelly Consulting LLC
    12:30-4:00 p.m. ET
    Investments
    12:30-4:00 p.m. ET
    • Risk vs. return
    • Investment terminology
    • Asset classes
    • Basics of asset allocation
    • Development of investment objectives and policies
    • Economically targeted investments
    • Connection to plan liabilities
    • Trustee-directed vs. participant-directed investment management
    • Roles of money manager/consultant/portfolio manager
    • Monitoring results
    Category: Administration
    Russell D. Kamp
    Speaker
    Russell D. Kamp
    Managing Director
    Ryan ALM Inc.
    Thursday November 17, 2022
    8:00-11:30 a.m. ET
    Accounting
    8:00-11:30 a.m. ET
    • Overview of financial records and procedures
    • Understanding financial statements
    • Employer and employee accounting
    • Collection of employer contributions
    • Self-payments, investment earnings and valuations
    • Pension accounting
    • Overview of SOP 92-6
    • Audit controls
    Category: Administration
    Lawrence R. Beebe, CPA
    Speaker
    Lawrence R. Beebe, CPA
    Partner
    WithumSmith+Brown, PC
    12:30-4:00 p.m. ET
    Fundamentals of Health Plans
    12:30-4:00 p.m. ET
    • Types of plans (HMO/PPO/POS/PSO)
    • General characteristics
    • Coordination of benefits
    • Managed care terms
    • Funding mechanisms
    • Plan design issues
    • Data collection and reporting
    • Overview of HIPAA
    Category: Health and Welfare
    Christopher E. Brecht, GBA, RPA
    Speaker
    Christopher E. Brecht, GBA, RPA
    Consultant
    Friday November 18, 2022
    8:00-11:00 a.m. ET
    Communicating Change and Essential Information
    8:00-11:00 a.m. ET
    • Necessary information and messages
    • Maintaining privacy
    • Written and verbal communication
    • Electronic communication
    • Investment education
    • Supporting a customer service environment
    • Staff training
    Category: Communication
    Joanna M. Pineda
    Speaker
    Joanna M. Pineda
    Chief Executive Officer and Chief Troublemaker
    Matrix Group International, Inc.

    View the various educational programs for administrators.

    Who Should Attend

    • Recently promoted supervisors or administrators
    • Individuals seeking advancement
    • Lead administrative staff and managers
    • Account representatives
    • Staff new to benefits
    • New staff providing professional support services to multiemployer clients

    Speakers

    • Lawrence R. Beebe, CPA Partner WithumSmith+Brown, PC
    • Christopher E. Brecht, GBA, RPA Consultant
    • Marcy J. Dunlap Partner Cohen, Weiss and Simon LLP
    • Russell D. Kamp Managing Director Ryan ALM Inc.
    • Moira J. Kelly President Kelly Consulting LLC
    • Joanna M. Pineda Chief Executive Officer and Chief Troublemaker Matrix Group International, Inc.
    • Jani K. Rachelson Partner Cohen, Weiss and Simon LLP
    • Peter M. Rosene, Esq. Shareholder Reinhart Boerner Van Deuren s.c.

    Instructors

    2020 instructors will be available soon. Please check back.
    Attend sessions by various experts in the multiemployer fund administration field including: attorneys, accountants, third-party administrators, consultants and other specialists. View a list of last year's instructors.

    ​Additional Information

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    Continuing Education

    Educational sessions at this program can qualify for CEBS Compliance credit. Visit www.cebs.org/compliance for additional information.

    Other Continuing Education Credit: Continuing Education credit for additional professions and designations MAY be available depending on profession/designation requirements. 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. Note: 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.

    Policies
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    Registration Information

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    Registration Information
      Member Nonmember


    Through 10/3/2022 US $2,725.00 US $3,275.00
    After 10/3/2022 US $3,025.00 US $3,575.00
     

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