Advanced Trustees and Administrators Institute
Sessions Include:
7:30 AM - 8:45 AM
Start your conference with an assessment of the economy so you can better plan for the future. This opening session will provide a post-election economic analysis covering:
- Economic indicators
- Short- and long-term growth prospects
- Jobs
- The global economy.
Available Virtually
9:00 AM - 10:15 AM
With a new administration in place, this session will provide insights on:
- Post-election impact on benefits
- Potential retirement legislation
- Potential health care legislation
- Anticipated regulatory activity.
Available Virtually
10:30 AM - 11:45 AM
Review your fiduciary obligations as you consider current issues that require your attention, including:
- Best practices in monitoring and oversight
- Fiduciary litigation
- Succession planning
- Professional trustees.
10:30 AM - 11:45 AM
Join your peers to tackle some of the biggest administrative challenges you face and bring your own discussion topics to add to this list:
- Managing the work from home culture
- Administrative efficiency
- Best practices for payroll audits
- Open discussion.
1:15 PM - 2:30 PM
Institutional investing is complex, and it’s good to go back and refresh your knowledge of key terms and principles. Bring you questions and be prepared to review:
- Terminology
- Risk and return
- Asset classes
- Understanding data and benchmarks
- Investment policy statements.
1:15 PM - 2:30 PM
In recent years, much attention has been paid to benefits that support families. This session will provide an overview of the more common topics of this area, including:
- What to offer, why and how
- Maternity benefits
- Fertility benefits
- Child care and elder care.
1:15 PM - 2:30 PM
One of your fiduciary responsibilities is to be educated. This session will help you understand how to be deliberate about your learning so you can:
- Get the most out of your education
- Plan you path of education
- Know the many member benefits you have available to you
- Access free resources.
2:45 PM - 4:00 PM
This session is designed to provide a review types of audits and key areas involved in benefit plan auditing, including:
- Financial statement audits and other similar services
- SOC-1 reports
- Payroll and internal audits
- Specialty audits
- DOL and IRS audits
7:30 AM - 8:45 AM
Immerse yourself in learning about some of the key issues in investing today, including:
- Private equity
- Bitcoin
- Valuations
- Fees
- Unrelated business taxable income (UBTI).
-
William Torre
Vice President
Marquette Associates
7:30 AM - 8:45 AM
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.
9:00 AM - 10:15 AM
The mental health crisis combined with the legal and regulatory environment has led to an increase in mental health awareness and benefits. This session will help you understand:
- Coverage options—Access and design
- Legal issues
- The role of wellness and well-being in mental health
- Spotlight on successful programs.
9:00 AM - 10:15 AM
Come prepared to contribute to the conversation about finding opportunities to contain your escalating costs as you consider:
- What data you need and what it tells you
- Design options
- Educating members
- Controlling premiums
- Supplemental benefit plans.
10:30 AM - 11:45 AM
Alternative plan designs have garnered much attention in recent years. This session will frame a conversation about how these plans can be a recruitment and retention tool. Topics include:
- New trends in plan design
- Risk and return
- Options that are attractive to employers and participants
- Pros and cons of variable benefit plans.
10:30 AM - 11:45 AM
Your professionals and providers are your partners in delivering benefits efficiently to your members. However, you must actively manage those relationships. This session will address:
- Monitoring and oversight
- Making a change
- Request for information and request for proposals
- Timing
- Performance guarantees.
1:15 PM - 2:30 PM
Come prepared to discuss the common issues that plan sponsors are dealing with in retirement plans. Sample topics include:
- Administering ARPA funds
- Legal fees
- Qualified domestic relation order (QDROs)
- Managing timely 401(k) contributions in a multiemployer plan.
1:15 PM - 2:30 PM
Stay up to date on the latest options for providing medical coverage for your retirees as you discuss:
- The future of providing retiree coverage
- Exchange options
- Health reimbursement arrangements (HRAs).
2:45 PM - 4:00 PM
Share the strategies you use and learn from others about the best ways to educate and prepare your plan participants for retirement. Topics include:
- Education for early-, mid- and late-career workers
- Early retirement options
- Health care in retirement
- Other issues to consider.
2:45 PM - 4:00 PM
Have you ever considered the services and value that your banking relationship provides to the fund? This session will address:
- Custody
- Banking products
- Insured cash sweep accounts
- How to effectively manage your banking.
7:30 AM - 8:45 AM
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
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
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
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.
-
Jose Molina
Principal
Mercer
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