BenefitsLink logo
EmployeeBenefitsJobs logo
Get the BenefitsLink app for iPhone and iPad LinkedIn
Twitter
Facebook
Search the News


Featured Jobs
Retirement Sales Specialist
Implementation Specialist
Senior Plan Administrator
Retirement Plan Administrator
401K Administrator
Retirement Plan Administrator
Senior Retirement Plan Consultant
Retirement Services Manager
Qualified Plan Specialist
Senior Benefits Actuary/Consultant
ERISA Attorney
Search all jobs
 

 
 
 

Jump to content


Photo

VEBA Documents


  • Please log in to reply
1 reply to this topic

#1 PBJ

PBJ

    Registered User

  • Registered
  • 41 posts

Posted 19 November 2007 - 10:58 AM

I am so confused! :huh:

Employer wishes to establish a VEBA to provide retirees with medical benefits and life insurance. The benefits provided under the VEBA will be fully-funded by an insurance carrier. The trustee provided a trust agreement. However, I am wondering whether the VEBA needs a separate plan document, or do we just need to worry that the benefits provided have a plan document.

Any help would be great!!

Thank you.

#2 vebaguru

vebaguru

    Registered User

  • Registered
  • 1,146 posts

Posted 23 November 2007 - 11:54 AM

The plan provisions could be written up as a separate plan document, included in the trust document or could be provided by incorporating a reference to the policies used to provide the benefits. In my work I favor writing up a separate plan document, but have seen all three approaches.