DAY 1
- 8:00 a.m. - Fiduciary Duty of a Trustee
- 9:30 a.m. - Common Missteps of Trustees & Best Practices to Avoid them.
- 11:00 a.m. - Collections & compliance audits
- Noon - Lunch
- 1:00 p.m. - Understanding Fund Investments
- 2:30 p.m. - Actuarial Work for Non-Actuaries
- 4:00 p.m. - Break for Day
DAY 2
- 8:00 a.m. - Financial Literacy for Plan Participants
- 9:30 a.m. - Hot Topics
- 11:00 a.m. - Dispute Resolution Between Trustees
- Noon - Lunch
- 1:00 p.m. - Advice from an Administrator
- 2:45 p.m. - Fund Auditors – How to Select Them & What to Look For.
- 3:30 p.m. - End Program
Watch for updates on session descriptions and speaker bios. Cost: $150
