Sheet Metal & Air Conditioning Contractors’ National Association

Trustee Advisor Blog

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

Partners in Progress Conference Fund Trustees: Learn how to keep funds healthy—it’s important for our industry

Jan 04, 2012

Keeping our employee benefit funds financially healthy while providing quality benefits is one of the most important things we can do for the unionized sheet metal industry. In keeping with SMACNA and the Sheet Metal Workers’ International Association’s (SMWIA) goal to provide education to trustees that best enables them to do both these things, the 2012 Partners in Progress Conference, March 8-10 at Caesars Palace in Las Vegas, has included a trustee education track in this year’s conference.

Trustee education sessions at the 2012 Partners in Progress will include:

  • Value-Based Health Care, presented by Peter Rosene, Esq. As the cost of providing health-care benefits to employees and participants continues to increase, organizations look for ways to rein in costs, yet provide effective options to improve workers’ health. One approach that’s attracting some attention is value-based health care. This concept focuses on the individual and works to maximize his or her overall health and quality of life. Learn about value-based health care, what to consider, and how to start the process with your fund.

Peter Rosene Esq.

  • Best Practices in Safety and Health Training, presented by Tony Barsotti and Bob Hostinsky. Where do sheet metal workers learn safety and health? Joint apprenticeship training centers and company programs provide the bulk of information needed to perform work safely. This idea-sharing session will provide attendees with information on how to effectively communicate safety and health training.

Tony Barsotti           Bob Hostinsky

  • Trust Fund Best Practices: Dealing with Delinquencies, presented by William Ecklund, Esq. and Peter Rosene, Esq. In these current economic times, delinquencies are on the rise and it can be very trying to collect everything that is owed to your trust fund. Learn best practices from ERISA (Employee Retirement Income Security Act) experts for collecting and preventing delinquencies.

William Ecklund           Peter Rosene

  • Making the Grade: What Trustees Need to Understand about JATC Accreditation, presented by Dan Rose. Having a quality training program is the goal of every JATC. This session will explore what goes into creating a quality training program. Attendees will learn how the International Training Institute (ITI) accreditation program can help local JATCs in developing quality training.

Dan Rose

  • The Multiemployer World on Capitol Hill: Legislative Goals and Challenges, presented by former Congressman Earl Pomeroy and the National Coordinating Committee for Multiemployer Plans’ (NCCMP) Executive Director Randy DeFrehn. These in-the-know speakers will provide valuable insight into what trustees can expect to see out of Washington affecting multiemployer funds. Want to know what to expect with the sunsetting of the Pension Protection Act (PPA) or how health-care reform will continue to impact your fund? Then this session is a must attend.

Earl Pomeroy          Randy DeFrehn

  • How to Breeze Through a DOL Audit Unscathed, presented by William Ecklund, Esq. The U.S. Department of Labor (DOL) has upped the scrutiny of multiemployer plans in the last year. JATCs have received particular attention. This session will provide guidance to trustees on actions they can take now that will benefit them in future audits as well as give hints and tricks to make the audit process more successful.

William Ecklund Esq.


Many trust funds require proof of attendance in order to provide reimbursement for trustee attendance at an educational program. Accordingly, the Partners in Progress Conference will track attendance at the sessions designated for trustee education and provide trustees with a record of the sessions they have attended during the conference.