New Trustees Institute - Level I: Core Concepts

Monday, June 23 - Wednesday, June 25, 2025

Nashville, TN

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.

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.

Pricing

Through May 12, 2025

US$1,750.0000

Member

US$2,080.0000

Nonmember

After May 12, 2025

US$2,050.0000

Member

US$2,380.0000

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 More

This conference allows plan participants to interact with trustees and administrators and one-on-one with presenters.
Nelerene A. Harding
Bahamasair Employees Provident Fund

Speakers

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.