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