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Public Plan Trustees Institute Level I

Public Plan Trustees Institute – Level I

Tuesday, July 15 - Wednesday, July 16, 2025

Gleacher Center,
Chicago, IL

Course Agenda

8:00 AM - 12:15 PM

Fiduciary Responsibility and Plan Governance

  • Fiduciary responsibility
  • Plan governance structure
  • Governing documents
  • Role of unions and collective bargaining agreements
  • Role of policy makers and elected officials

1:15 PM - 4:30 PM

Retirement Plans

  • Fiduciary duties in a retirement plan
  • Plan types
  • ERISA and its role in public retirement plans
  • Plan administration

8:00 AM - 12:15 PM

Health Plans

  • Fiduciary duties in a health plan
  • Plan considerations
  • ERISA and its role in public health plans
  • Plan administration, data collection and analysis
  • Cost-control initiatives

1:15 PM - 4:30 PM

Legal Environment

  • Laws and regulations governing public sector plans
  • IRS and federal regulations
  • State and local considerations
  • Legislative and regulatory outlook
  • Fiduciary roles and duty in the legal environment