Mercer

Events

Defined Benefit Course - Ireland

Various dates and locations



 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)

 

21 September 2010

23 November 2010

22 February 2011

19 April 2011

22 June 2011

25 October 2011

 



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
Choose your event
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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

Audrey MacDonald

 +353 1 603 9823

 E-mail 



Trustee Compliance Checklist

  

 2010_Trustee Compliance List

  

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