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Trustees Institute Level II Concepts in Practice

Trustees Institute - Level II: Concepts in Practice

Saturday, February 21 - Sunday, February 22, 2026

Disney's Yacht & Beach Club,
Orlando, FL

Sessions

8:00 AM - 11:30 AM

Retirement

  • Financial literacy
  • Defined contribution plans/annuity
  • Pension basics
  • PPA and MPRA
  • Plan redesign
  • Withdrawal liability
  • Open forum

12:15 PM - 4:00 PM

Health Plans

  • Health plan basics
  • Appeals committee
  • Prescriptions and mental health
  • Monitoring and selecting service providers
  • Rapid-fire Q&A
  • Emerging issues