Advanced Trustees and Administrators Institute
Sessions Include:
9:00 AM - 10:15 AM
With a new administration in place, this session will provide insights on:
- Post-election impact on benefits
- Potential retirement legislation
- Potential health care legislation
- Anticipated regulatory activity.
Available Virtually
10:30 AM - 11:45 AM
Review your fiduciary obligations as you consider current issues that require your attention, including:
- Best practices in monitoring and oversight
- Fiduciary litigation
- Succession planning
- Professional trustees.
7:30 AM - 8:45 AM
In the right situation, plan mergers be a win-win for all. This session will help you understand the key considerations, challenges and strategies to make a merger successful. Topics include:
- Why consider a plan merger
- Goals
- Pros and cons
- How to make a plan merger happen
- Health mergers
- Retirement mergers.
7:30 AM - 8:45 AM
Take a strategic look at your exposures and consider strategies to mitigate your risk as you learn:
- Areas of risk
- Fiduciary issues
- Insurance coverage options
- Strategies to manage risk.
9:00 AM - 10:15 AM
Having a robust approach to cybersecurity is an imperative to protect your trust fund assets and participant data. This session will address:
- Threats: common exposures and fraud
- Policies and insurance
- Penetration testing
- What to do when you have a breach
- Best practices and DOL guidelines
10:30 AM - 11:45 AM
AI is in the news daily, and it seems like it’s everywhere. The purpose of this session is to consider how AI can be used in benefits and discuss:
- Threats and opportunities
- Practical applications in the fund office
- Policies
- Trends.
Download Brochure