Apprenticeship-1280x480
New Trustees Institute Level I Core Concepts
Monday, February 10 - Wednesday, February 12, 2025

Disney's Yacht & Beach Club,
Orlando, FL

7:30 AM - 11:30 AM

Overview of Retirement Plans

  • Purpose and objectives
  • Actuarial concepts
  • Administration
  • Manage the money
  • Defined benefit pension plans
  • Defined contribution and hybrid plans
  • Accounting changes
  • Market performance
  • Legal and legislative developments
  • The future of retirement