Public Plan Trustees Institute – Level I

Agenda

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

Retirement Plans

• Why you need to know Retirement if you’re a Health Trustee 
• Plan types - Defined benefit, Defined contribution,  Hyybrid 
• ERISA and why it plays a role in public retirement plans 
• Plan administration

Health Plans

• Why you need to know Health if you’re a Retirement Trustee
• Plan considerations  - Plan design, Plan funding
• ERISA and why it plays a role in public health plans
• Plan administration, data collection and analysis 
• Wellness and other cost-control initiatives

Legal Environment

• Laws and regulations governing public sector plans 
• ERISA and why it plays a role with public sector 
• IRS and other federal regulations
• State and local considerations 
• Legislative and regulatory outlook
• Trustee roles and duty in the legal environment