A Course on Capital Stewardship and Fund Governance

The NLC, in collaboration with the UCLA Center for Labor Research and Education, will offer a course on  

Capital Stewardship and Fund Governance

in Los Angeles, Introduced by AFL-CIO Secretary-Treasurer Richard Trumka

Monday & Tuesday, July 14-15, 8:30 a.m.-5:00 p.m.

This course focuses on the structure and governance of employee benefit plans, with an emphasis on the legal duties of plan trustees, and

• Describes the concept of capital stewardship, which encourages the active and authoritative governance of pension and benefit funds by their trustees;
• Analyzes the authority and roles of pension and benefit fund trustees;
• Examines the establishment and design of new employee benefits and alternate plan options, including VEBAs;
• Covers the special role of defined benefit plans in providing retirement security and the role of defined contribution arrangements as supplemental retirement plans;
• Examines trustees' fiduciary duties and how they influence trustee roles;
• Discusses how and when pension and benefit funds can consider the collateral benefits of their investments; and
• Explores ways trustees can develop, adopt, monitor and enforce fund policies.

 WHO SHOULD ATTEND:

• Negotiators
• Fund Administrators
• Trustees
• Pension and Benefit Fund Staff
• Leaders and Activists Interested in Pension and Benefit Funds

WHERE:

UCLA Labor Center

10945 Le Conte Av, Ste 1103, Los Angeles, CA 90095 

COST:

$400 (Includes continental breakfast and lunch) 

HOW TO REGISTER:

To register, go to www.nlc.edu and click on the IQWeb portal.  Log on as a visitor, scroll down to Union Skills/OSHA class search. Using the calendar, students may select the class start date of July 14.  Then click the search button. Choose LBUS 3150: Capital Stewardship and Fund Governance, put it in your cart and proceed to checkout. Prompts will appear throughout the checkout process.  

QUESTIONS?  Email Karen Banks at KBanks@nlc.edu