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2025 Trustee School
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Archived Sessions
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2022 TRUSTEE SCHOOL SESSION
Is Your DC Plan Stuck in the Past Decade?
This session will discuss tangible ways that plan sponsors can build stronger DC plans with greater fiduciary protections for themselves and their participants.
Applicable Laws
Roles, Duties, and Responsibilities
Governance and Administration
Investments
2022 Trustee School Session
Details
2021 ONLINE SESSION
Retirement Readiness: How to Help Your Employees Get Ready for the Big Day
This session will examine various aspects of retirement plan design and the impact they have on retirement readiness.
Governance and Administration
Actuarial Principles
2021 Online Session
Details
2021 ONLINE SESSION
What is an Outsourced Chief Investment Officer (OCIO) Approach?
This session will define OCIO, including articulating the interest and attributes of an OCIO approach or provider.
Roles, Duties, and Responsibilities
Governance and Administration
Investments
2021 Online Session
Details
2021 ONLINE SESSION
Complicated Investment Terms Defined
Confused by investment "lingo"? This session will explain terminology used during investment review and board meetings.
Investments
2021 Online Session
Details
2020 TRUSTEE SCHOOL SESSION
The Seven Deadly "Investment" Sins of a Public Plan Trustee
This session is designed to make fiduciaries aware of common investment mistakes and how to avoid or mitigate them.
Roles, Duties, and Responsibilities
Investments
2020 Annual School Session
Details
2020 ANNUAL CONFERENCE SESSION
Who Me? Understanding Your Role as a 457 and 401a Plan Fiduciary
This session will cover what retirement system fiduciaries need to know about prudent oversight of deferred compensation and defined contribution plans.
2020 Annual Conference Session
Roles, Duties, and Responsibilities
Governance and Administration
Details
2019 ANNUAL CONFERENCE SESSION
The Ten Commandments for a Pension Trustee: Practical Principles to be a Better Fiduciary
This session identifies key foundational principles that can help trustees become better fiduciaries.
2019 Annual Conference Session
Roles, Duties, and Responsibilities
Ethics
Details
ARCHIVED SESSION
Alternative Investment Manager Interviews
This session will discuss the nuances of interviewing alternative investment managers.
Roles, Duties, and Responsibilities
Investments
Archived Session
Details
ARCHIVED SESSION
Current State of ESG for U.S. Public Funds
The session will take a holistic approach to examine the current state of ESG -- covering its origins, evolution, and market environment in 2023.
Applicable Laws
Roles, Duties, and Responsibilities
Governance and Administration
Investments
Archived Session
Details
ARCHIVED SESSION
Current State of Securities Litigation
This session will give participants an update on the current state of securities fraud litigation, specifically how they potentially impact retirement plans.
Applicable Laws
Roles, Duties, and Responsibilities
Archived Session
Details
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