Trustee Educational Seminar (TEDS)

The Trustee Educational Seminar (TEDS) is a pre-conference program held in conjunction with the Annual Conference and Exhibition. TEDS is intended for new and novice trustees who are seeking a better understanding of their role and responsibilities as trustee of their pension fund. It also serves as a refresher for experienced trustees interested in staying up-to-date.

This two-day program provides an introduction to fiduciary responsibilities, creating a solid foundation of knowledge for those who have limited experience in pension plan trusteeship. Program content is designed to address the critical elements of trust fund management including, important topics such as investing, legal requirements and trustee ethics.

TEDS attendees earn eight (8) hours of continuing education (CE) credits.

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2017 Trustee Educational Seminar
May 20 – 21
The Diplomat Hotel
Hollywood, FL


TEDS Final Agenda


2017 Presentations
History and Mechanics of the Defined Benefit Plan
Fund Structure: Investment Policy Statement, Asset Allocation & Benchmarking
Investments 101: Fixed Income & Public Equities
Investments 201: Alternatives
What to Expect from Your Auditor
Laws that Every Trustee Should Know


 

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