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Defined Benefit Course - Ireland

Various dates and locations

Last updated: 1 February 2012
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 Comments

"Very interesting course, delivered in a friendly and informative manner by the facilitators"

"Specifics/case studies were a useful way of explaining things"

Who should attend?

This course is suitable for trustees of defined benefit plans where the benefits are calculated according to each member's service and earnings.

 


Venue

Conrad Hotel

Earlsfort Terrace,

Dublin 2 
+353 1 602 8900


View map & directions

 



Course dates



8.45am - 4.30pm

(Lunch included)

 

 27 March 2012 29 May 2012 
 25 September 2012 27 November 2012

   

    

Timetable


 8.45am Coffee/Welcome 
 9.00am  Introduction  
 9.15am

Legal Issues   

  • Trust Concept
  • Types of Trustee
  • Duties & responsibilities
  • Liabilities/Indemnities   
10.30am  Coffee  
10.45am Legal workshop/video 
11.30am 

Actuarial  

  • Understanding Defined Benefit valuations 
  • Solvency
  • Funding
  • FRS 17/FAS 87 
  • AVCs & options at retirement  
12.30pm  Lunch  
02.00pm

Investment 

  • Investment governance
  • Setting investment strategy
  • Implementing the strategy
  • Monitoring experience
03.30pm   Coffee  
03.45pm 

Administration 

  • Record keeping
  • Examples of good practice
  • Disclosure requirements
04.30pm  Wrap-up  


Terms & conditions



Cancellations

 

  • Cancellations should be sent in writing to the course administrator.
  • Cancellations received less than 48 hours prior to the course will be subject to a cancellation fee
  • You may substitute a colleague for yourself up to 48 hours before the start of a course
 
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Defined Benefit Course


€475 per participant : 15% discount for each additional participant from the same organisation on the same day
Please note that parking is complimentary in the Conrad for attendees of this course : 


Event details

Defined Benefit Course

€475 per participant:15% discount for each additional participant from the same organisation on the same day
Please note that parking is complimentary in the Conrad for attendees of this course:

 



For more information

Avril Moyles

 +353 1 603 9827

 E-mail 

Trustee Compliance Checklist

   

Trustee Compliance Checklist 2011 Version

   

 Request copy

Contact

 Avril Moyles, Dublin

+353 1 603 9827