Schedule

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