Industry Fund Seminar Materials
Held once every two years, the industry fund seminar provides guidance to chapter executives and industry fund trustees on proper administration and permissible uses of industry funds.
These Industry Fund Seminar materials outline industry fund requirements related to:
- Federal law ( Labor Management Relations Act, National Labor Relations Act, Internal Revenue Code, Anti-Trust, Sarbanes-Oxley)
- Appropriate structure
- Documents relating to industry funds
- Trustee liability
- Financial statements
- LM-10 disclosures
- Conflicts of interest
Also included are supporting sample agreements, bylaw provisions, and policies.
CONTENT REVIEWED: 1/2021
Technical Standards
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