Trustees Institute - Level II: Concepts in Practice
8:00 AM - 12:15 PM
- Fiduciary duty
- Policies and procedures
- Group scenarios
- Prohibited transactions
- Deadlocks and arbitration
- Board governance
- Fraud prevention detection
1:00 PM - 5:00 PM
- Terminology and reports
- Who are the players? What are their roles?
- Asset allocation
- Other investment issues
- Alternative investment options
- Investment open forum
-
Andrew StaabVice President and Senior Corporate Counsel
U.S. Bank National Association -
Michael Joyce, Esq., CEBSSenior Vice President and Senior Investment Consultant
Segal Marco Advisors -
Mary Ann Dunleavy, ASA, EA, MAAASenior Consulting Actuary
Horizon Actuarial Services, LLC -
Nick TrellaSenior Vice President/Principal
Segal Marco Advisors
8:00 AM - 11:30 AM
- Financial literacy
- DC plans/annuity
- Pension basics
- PPA-MPRA
- Plan redesign
- Withdrawal liability
- Open forum
-
Andrew Staab
Vice President and Senior Corporate Counsel
U.S. Bank National Association -
David Dorsey, CPAPartner
Withum -
Nichelle HenryPlan Manager
BeneSys, Inc. -
Mary Ann Dunleavy, ASA, EA, MAAA
Senior Consulting Actuary
Horizon Actuarial Services, LLC -
Kevin Culp, EA, FSA, MAAASenior Consulting Actuary
Horizon Actuarial Services, LLC
12:15 PM - 4:00 PM
- Health plan basics
- Appeals committee
- Prescriptions and mental health
- Monitoring and selecting service providers
- Rapid-fire Q&A
- Emerging issues
