Public Employee Retirement Administration Annual Update - December 15 - 16, 2008
No prerequisite Course Level: Intermediate CPE Credits: 16
2 Days 9 a.m. - 5 p.m., both days
Who Will BenefitThe seminar is geared to new pension plan and retiree health plan administrators and staff, finance directors, and recently appointed trustees. It will also be relevant for budget analysts who have oversight of retirement plan or other post-employment benefit (OPEB) funding. Program
Participants will review the foundations of prudent practices in plan design, governance, investment strategies, retiree health, and OPEB obligations. The seminar will be filled with informative presentations by experts in the public pension and benefits fields. An extended question-and-answer roundtable will give participants the opportunity to mold the concepts into practical use.
Seminar Objectives - Review basic pension plan administration
- Assess plan design and funding of benefits
- Develop investment priorities
- Implement investment strategies
- Measure investment strategies
- Understand fiduciary obligations
- Examine basic retiree health-care administration
- Discuss strategies for controlling retiree health costs
- Consider tactics for addressing OPEB liabilities
Recommended Reading
- An Elected Official’s Guide to Defined Benefit and Defined Contribution Retirement Plans
- Guide for Establishing a Pension Investment Policy
- An Elected Official’s Guide to Health Care Cost Containment
- An Elected Official’s Guide to Employer’s Accounting for Pensions and Other Post-Employment Benefits (OPEB)
Faculty Barbara Avard, Administrator, Charlotte Firefighters Retirement System, Charlotte, North Carolina Mitch Bramstaedt, Benefits Consultant, Segal Company, Chicago, Illinois Howard Pohl, Principal, Becker, Burke & Associates, Chicago, Illinois Registration FeesGFOA member: $580 Nonmember: $790 Register Online
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