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New Trustees Institute - Level I: Core Concepts

Monday, February 10 - Wednesday, February 12, 2025

Orlando, FL

7:30 AM - 11:30 AM

Trustee Responsibility and Legal Environment

  • History of benefits/legislation
  • Governing documents
  • Fiduciary responsibilities under ERISA
  • Relationship of trustees and parties to the collective bargaining agreement
  • Conducting effective trustee meetings