Advanced Trustees and Administrators Institute

Advanced Trustees and Administrators Institute

Monday, February 10 - Wednesday, February 12, 2025

Disney's Yacht & Beach Club,
Orlando, FL

7:30 AM - 8:45 AM

What’s Happening in Rx

Learn about the latest trends in Rx and take away strategies to control cost as you discuss:

  • Managing your PBM
  • Design trends
  • Injectables and infusions
  • Specialty drugs
  • GLP-1 drug craze.

7:30 AM - 8:45 AM

Plan Mergers

In the right situation, plan mergers be a win-win for all. This session will help you understand the key considerations, challenges and strategies to make a merger successful. Topics include:

  • Why consider a plan merger
  • Goals
  • Pros and cons
  • How to make a plan merger happen
  • Health mergers
  • Retirement mergers.

7:30 AM - 8:45 AM

Risk Management for Benefit Funds

Take a strategic look at your exposures and consider strategies to mitigate your risk as you learn:

  • Areas of risk
  • Fiduciary issues
  • Insurance coverage options
  • Strategies to manage risk.

9:00 AM - 10:15 AM

Cybersecurity

Having a robust approach to cybersecurity is an imperative to protect your trust fund assets and participant data. This session will address:

  • Threats: common exposures and fraud
  • Policies and insurance
  • Penetration testing
  • What to do when you have a breach
  • Best practices and DOL guidelines

10:30 AM - 11:45 AM

Artificial Intelligence in Benefits

AI is in the news daily, and it seems like it’s everywhere. The purpose of this session is to consider how AI can be used in benefits and discuss:

  • Threats and opportunities
  • Practical applications in the fund office
  • Policies
  • Trends.