Advanced Trust Management Standards (ATMS™) Session B

Funding/Finance Pension Plans - Group 1

Please note: Testable readings for the course will be included in the test environment as well as at the end of the slides posted for this module.

• Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in effective management of all types of trusts/plans.
• Define risks for plans and members in funding and investing policy development.
• Describe the significance of governance to trustee decision making related to trust/ plan funding, investment and finance.
• Identify key sources of financial information that support decision making.
• Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.

Funding/Finance Pension Plans - Group 2

Please note: Testable readings for the course will be included in the test environment as well as at the end of the slides posted for this module.

• Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in effective management of all types of trusts/plans.
• Define risks for plans and members in funding and investing policy development.
• Describe the significance of governance to trustee decision making related to trust/ plan funding, investment and finance.
• Identify key sources of financial information that support decision making.
• Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.

Investment/Finance Pension Plans - Group 1

• Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in effective management of all types of trusts/plans.
• Define risks for plans and members in funding and investing policy development.
• Describe the significance of governance to trustee decision making related to trust/ plan funding, investment and finance.
• Identify key sources of financial information that support decision making.
• Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.

Investment/Finance Pension Plans - Group 2

• Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in effective management of all types of trusts/plans.
• Define risks for plans and members in funding and investing policy development.
• Describe the significance of governance to trustee decision making related to trust/ plan funding, investment and finance.
• Identify key sources of financial information that support decision making.
• Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.

Funding/Investment/Finance H&W Plans - Group 1

Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in effective management of all types of trusts/plans.

Define risks for plans and members in funding and investing policy development.

Describe the significance of governance to trustee decision making related to trust/ plan funding, investment and finance.

Identify key sources of financial information that support decision making.

Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.

Funding/Investment/Finance H&W Plans - Group 2

Explain the interrelationships among benefit design, funding and investment policy decision making and their roles in effective management of all types of trusts/plans.

Define risks for plans and members in funding and investing policy development.

Describe the significance of governance to trustee decision making related to trust/ plan funding, investment and finance.

Identify key sources of financial information that support decision making.

Apply relevant legislative requirements, modern governance and best practices to identify funding and investment issues and propose actions to address.

Case Study—Health and Welfare - Group 1

Case Study—Health and Welfare - Group 2

Case Study—Pension - Group 1

Case Study—Pension - Group 2