Multiemployer Plan Administration Course

The Multiemployer Plan Administration Course is a comprehensive two-day program designed for professionals looking to deepen their understanding and skills in managing multiemployer plans. Set to take place in Orlando, this course offers an invaluable opportunity to learn from industry experts while networking with peers. Participants will engage in a deep dive into the fundamentals of multiemployer plans, gaining essential insights into the management of benefits for members. The curriculum covers a wide array of topics including the history of labor unions, the role of the labor-management relationship, and the various types of multiemployer benefit plans, specifically highlighting both Taft-Hartley and non-Taft-Hartley plans.In addition to foundational knowledge, attendees will explore the regulatory environment governing multiemployer plans, including the roles of key regulators such as the Department of Labor (DOL), Department of Health and Human Services (HHS), and the Internal Revenue Service (IRS). The course emphasizes understanding ERISA and its impact on benefit plans, and it clarifies the different administrative models for benefit plan administration. Key roles and responsibilities of trustees and service providers will be discussed, along with governance principles necessary for compliance and ethical administration. Participants will learn the significance of written policies in benefits management, the functioning of trustee committees, and effective communication strategies to support trustees in their roles.The course will also delve into the management of multiemployer health plans, defined benefit, and defined contribution plans, and will introduce non-health and retirement plans such as apprenticeship or training funds. Investment fund management principles will be explored, alongside the importance of audits in maintaining the health of multiemployer plans. Attendees will gain practical insights on establishing good internal control systems, hiring professional advisors, and the roles vendors play in plan administration. By the end of the course, participants will be equipped to apply their learning to real-world scenarios in multiemployer plan administration. Educational sessions qualify for CEBS Compliance credit, providing further credentialing for attendees. Led by Lisa Kaiser, President and Chief Executive Officer of the National Employee Benefits Administrators, Inc., this course is a must for anyone involved in the administration of multiemployer plans.