Sheet metal & Air Conditioning Contractors’ National Association

Trustee Advisor Blog

The blog educates industry trustees to aid them in better fund operations in order to control costs and provide quality benefits to fund participants.

Quick Tips for a Better Board of Trustee Meeting

May 05, 2011

Chances are your plan administrator talks to at least one trustee about what’s going to be discussed at your board of trustee meeting in advance of that meeting. If that trustee isn’t you, consider asking your plan administrator to prepare and distribute an agenda to the trustees ahead of the meeting.

Board of Trustee meetings where an agenda has been prepared and distributed ahead of time are often quicker and more efficient. Perhaps more importantly, an advance agenda will help keep you from being surprised at the meeting.

To that end, also ask the plan administrator to include any documents or reports with the agenda that will be discussed at the meeting. Obviously, some documents may be confidential or privileged and don’t lend themselves to distribution but the majority will be suitable for early distribution.

Remember, by having an agenda and documentation ahead of time, trustees can come prepared to work. Not only won’t time be lost at the meeting while trustees try to quickly read documents, but it also allows the trustee to spend the time necessary to really study the report or document and prepare questions where appropriate.

Frequently Requested

Upcoming Meetings & Events

2017 NJAB Dates

September 11, 2017
St. Louis, MO
Cut-off date: Tues, Aug 22, 2017
Submissions mailed between August 18 and August 22 must be sent via overnight mail service to the street address below.

Street Address:
4201 Lafayette Center Drive
Chantilly, VA 20151-1209

Have you...

Sent us your current CBA?
Please help us build our contracts database by ensuring we have your current collective bargaining agreement in electronic format. Email your CBA to

Subscribe to SMACNA News

Log in and sign up for e-news from SMACNA. Available to both members and non-members.

Subscribe Now