Advanced Trust Management Standards (ATMS™) Session A
Sessions Include:
8:00 AM - 2:45 PM
Please note: Testable readings for the Legal content will be included at the end of the slides posted for this module.
- Understand sources of law applicable to trusts—constitutional, legislative and common law.
- Identify problems and issues when legal duties conflict.
- Understand Pension Benefits Standards Act (PBSA) and the application to modern plan governance.
- Recognize potential legal problems resulting from trustee decisions (cases).
- Apply modern governance and best practice principles to identify risks and propose actions to address.
8:00 AM - 2:45 PM
Please note: Testable readings for the Legal content will be included at the end of the slides posted for this module.
- Understand sources of law applicable to trusts—constitutional, legislative and common law.
- Identify problems and issues when legal duties conflict.
- Understand Pension Benefits Standards Act (PBSA) and the application to modern plan governance.
- Recognize potential legal problems resulting from trustee decisions (cases).
- Apply modern governance and best practice principles to identify risks and propose actions to address.
3:00 PM - 4:30 PM
Please note: Testable readings for the Administration content will be included at the end of the slides posted for this module.
- Outline the benefits of sound risk management process.
- Identify major risks trustees face in the current benefits environment, and provide examples of indicators.
- Identify models, best practices, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
- Apply risk management analysis to gain insight into plan risks, and identify actions to mitigate them.
- Explain the significance of competencies and personal bias to effective board process.
3:00 PM - 4:30 PM
Please note: Testable readings for the Administration content will be included at the end of the slides posted for this module.
- Outline the benefits of sound risk management process.
- Identify major risks trustees face in the current benefits environment, and provide examples of indicators.
- Identify models, best practices, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
- Apply risk management analysis to gain insight into plan risks, and identify actions to mitigate them.
- Explain the significance of competencies and personal bias to effective board process.
8:00 AM - 11:30 AM
Please note: Testable readings for the Administration content will be included at the end of the slides posted for this module.
- Outline the benefits of sound risk management process.
- Identify major risks trustees face in the current benefits environment, and provide examples of indicators.
- Identify models, best practices, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
- Apply risk management analysis to gain insight into plan risks, and identify actions to mitigate them.
- Explain the significance of competencies and personal bias to effective board process.
8:00 AM - 11:30 AM
Please note: Testable readings for the Administration content will be included at the end of the slides posted for this module.
- Outline the benefits of sound risk management process.
- Identify major risks trustees face in the current benefits environment, and provide examples of indicators.
- Identify models, best practices, tools and sources of data that help mitigate risks and contribute to a formal risk management plan/process.
- Apply risk management analysis to gain insight into plan risks, and identify actions to mitigate them.
- Explain the significance of competencies and personal bias to effective board process.
12:30 PM - 4:00 PM
12:30 PM - 4:00 PM
12:30 PM - 4:00 PM
12:30 PM - 4:00 PM