Advanced Trustees and Administrators Institute
Trustees Institute—Level II: Concepts in Practice
February 21, 2026 | 8:00 a.m.-5:00 p.m. and February 22, 2026 | 8:00 a.m.-4:00 p.m.
Strengthen your knowledge on required responsibilities as a multiemployer trustee by attending Trustees Institute—Level II: Concepts in Practice. Held immediately prior to the Trustees and Administrators Institute, this course will take the concepts and education provided at the New Trustees Institute—Level I: Core Concepts and go into more depth and applicability, expanding on need-to-know topics. Discover best practices, identify solutions and find answers to your questions by attending this exciting program. Class size is limited to foster deeper comprehension and peer-to-peer discussion.
Separate registration is required. View program page for more information.
Multiemployer Plan Administration
February 21-22, 2026
Gather with your peers for this two-day course to learn and network while gaining insights and understanding on how to run your plans. Take a deep dive into the fundamentals of multiemployer plans with instructors who are experts in the field. Walk away with a more solid understanding of the basics as well as strategies to use at your fund for managing benefits for your members.
Topics Covered:
- Labor and Taft Hartley History
- Multiemployer Plan Regulators
- Administrative Models and Roles
- Trustee Relationship
- Governance
- Health, Retirement and Other Plans
- Administrative Investment Basics
- Accounting for Plan Administration
- Vendor and Plan Professional Management
- Legal and Legislative Environments
- Case Study – Group Work, Presentations and Debrief