All topics

The New Trustees Institute focuses on the role of each attendee as a trustee. Level 1: Core Concepts, gives delegates a crash course in understanding key pension, health, and welfare fund management issues, as well as the complex benefits environment. Major topics at this event will include fiduciary responsibility, best practices, the legal environment, and current issues affecting the benefits industry. Attendees will be able to network with their peers, learn from industry experts, and bring home resource materials to share with colleagues, including checklists, case studies, and sample documents.