VEBAs

213 topics in this forum

1. VEBA

   By Guest jmc51, November 1, 2007
   • 1 reply
   • 2.5k views
   • 
   • Ron Snyder
   • November 9, 2007

2. Form 1099-R

   By Guest ak, November 1, 2007
   • 1 reply
   • 2.1k views
   • 
   • Ron Snyder
   • November 9, 2007

3. VEBA to 115

   By Guest Penelope, September 21, 2007
   • 3 replies
   • 3.1k views
   • 
   • Ron Snyder
   • October 17, 2007

4. Terminating VEBA audit requirement

   By Guest cmilom@lbmc.com, October 8, 2007
   • 6 replies
   • 5.9k views
   • 
   • 401 Chaos
   • October 15, 2007

5. H&W plan w Life Insurance

   By Gary, August 8, 2007
   • 18 replies
   • 4k views
   • 
   • Ron Snyder
   • October 10, 2007

6. VEBA contributions

   By Guest kbett, September 24, 2007
   • 1 reply
   • 2.3k views
   • 
   • Ron Snyder
   • October 4, 2007

7. VEBA Spinoff?

   By Randy Watson, September 18, 2007
   • 1 reply
   • 1.7k views
   • 
   • Ron Snyder
   • October 4, 2007

8. Non-affiliated union employees

   By Guest jmc51, August 1, 2007
   • 1 reply
   • 2.6k views
   • 
   • Ron Snyder
   • September 6, 2007

9. Reimburse medical expenses

   By benpat3, July 18, 2007
   • 21 replies
   • 6.6k views
   • 
   • Steelerfan
   • August 17, 2007

10. Timing of deductible contributions

    By Gary, August 2, 2007
    • 0 replies
    • 1.7k views
    • 
    • Gary
    • August 2, 2007

11. Trying to Correct a VEBA Problem

    By mal, July 3, 2007
    • 15 replies
    • 4.2k views
    • 
    • Ron Snyder
    • July 24, 2007

12. VEBA to fund severance

    By Steelerfan, June 14, 2007
    • 20 replies
    • 5.9k views
    • 
    • Steelerfan
    • July 18, 2007

13. Contacts for Medical Benefits VEBA Funded with Life Insurance

    By QDROphile, May 10, 2007
    • 14 replies
    • 5.2k views
    • 
    • Don Levit
    • June 18, 2007

14. A topic (thread) has been removed

    By Dave Baker, June 13, 2007
    • 1 reply
    • 1.9k views
    • 
    • Ron Snyder
    • June 14, 2007

15. Deductible contributions to individual accounts?

    By Don Levit, May 7, 2007
    • 5 replies
    • 2.4k views
    • 
    • Don Levit
    • June 13, 2007

16. Purchasing Group Retiree Trust

    By Guest sfjfl, March 24, 2007
    • 1 reply
    • 2.1k views
    • 
    • Ron Snyder
    • June 12, 2007

17. Treas. Reg. 1.501(c)(9)-2

    By Guest blabukiff, March 21, 2007
    • 1 reply
    • 2.5k views
    • 
    • Ron Snyder
    • June 12, 2007

18. VEBA - Audit Requirement

    By Guest rgorman, May 25, 2007
    • 1 reply
    • 3.8k views
    • 
    • Guest
    • June 8, 2007

19. 990?

    By Guest tintree73, May 24, 2006
    • 12 replies
    • 7.5k views
    • 
    • Lori Friedman
    • March 14, 2007

20. Residual Acct Balance as VEBA Death Benefit?

    By Guest ScarletKnight, February 6, 2007
    • 6 replies
    • 4k views
    • 
    • Don Levit
    • March 13, 2007

21. PreTax Employee Contributions into VEBA

    By Guest Treasurer, September 28, 2006
    • 7 replies
    • 7.1k views
    • 
    • Guest
    • March 13, 2007

22. welfare plans, VEBAs

    By Gary, November 11, 2006
    • 3 replies
    • 2.9k views
    • 
    • Ron Snyder
    • November 16, 2006

23. VEBA's Purchase of Fiduciary Insurance

    By Scott, November 9, 2006
    • 4 replies
    • 2.8k views
    • 
    • Locust
    • November 10, 2006

24. Funding MEWA

    By sloble@crowleyfleck.com, November 9, 2006
    • 6 replies
    • 3.5k views
    • 
    • sloble@crowleyfleck.com
    • November 10, 2006

25. Section 115 Trust

    By Guest Thomas2006, November 9, 2006
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • November 9, 2006

26. VEBA's for DC Consultants

    By Guest Mbrockway, October 25, 2006
    • 2 replies
    • 2.1k views
    • 
    • Ron Snyder
    • October 31, 2006

27. Filing of VEBA Exemption Request

    By Guest EMM118, October 31, 2006
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • October 31, 2006

28. Termination of VEBA Trust

    By Guest SHM, October 3, 2006
    • 2 replies
    • 5.5k views
    • 
    • Guest
    • October 4, 2006

29. Pre-funding VEBA

    By Guest cjt, September 7, 2006
    • 2 replies
    • 2.8k views
    • 
    • GBurns
    • September 8, 2006

30. VEBAs and Bona fide associations

    By Don Levit, August 10, 2006
    • 2 replies
    • 2.8k views
    • 
    • Don Levit
    • August 10, 2006

31. Contribution Deadline for VEBA Contributions

    By Guest EMM118, August 9, 2006
    • 1 reply
    • 1.9k views
    • 
    • Ron Snyder
    • August 10, 2006

32. VEBA and Disability Plan

    By Guest paybdb, May 12, 2006
    • 1 reply
    • 2.3k views
    • 
    • Ron Snyder
    • May 16, 2006

33. Multiemployer Health Plans

    By mal, April 14, 2006
    • 4 replies
    • 3k views
    • 
    • Don Levit
    • April 17, 2006

34. Really tired of arguing with someone - need substantial authority

    By Lori Friedman, February 10, 2006
    • 5 replies
    • 4.1k views
    • 
    • Kirk Maldonado
    • February 11, 2006

35. Separate Plans for Comissioned Employees - Do We Set Up a New VEBA and spin off assets of old for sales employees or do we create separate subaccounts

    By rocknrolls2, December 14, 2005
    • 1 reply
    • 2.7k views
    • 
    • Ron Snyder
    • December 20, 2005

36. Medicare Part D Subsidy for non-conforming state

    By Guest Calimayhew, November 16, 2005
    • 4 replies
    • 3.6k views
    • 
    • Guest
    • December 3, 2005

37. Terminate VEBA and Transfer of Assets Advice Needed

    By Guest seannihalani, October 30, 2005
    • 3 replies
    • 5k views
    • 
    • Ron Snyder
    • November 4, 2005

38. Terminating a VEBA

    By Randy Watson, August 31, 2005
    • 2 replies
    • 4.1k views
    • 
    • E as in ERISA
    • August 31, 2005

39. Form 1024

    By J2D2, August 23, 2005
    • 1 reply
    • 2.1k views
    • 
    • WDIK
    • August 23, 2005

40. Can a VEBA offer severance pay-out at retirement?

    By mal, July 30, 2005
    • 1 reply
    • 2.1k views
    • 
    • Ron Snyder
    • August 16, 2005

41. Multiple Employer VEBAs and state regulation

    By Don Levit, July 7, 2005
    • 10 replies
    • 3.9k views
    • 
    • Ron Snyder
    • July 13, 2005

42. VEBA Trust/Plan Document Consistency

    By Guest Checkblank, June 27, 2005
    • 1 reply
    • 3.5k views
    • 
    • Ron Snyder
    • June 29, 2005

43. Corporation has VEBA plan that fully funded VUL life insurance policies for employees. Now business is bad, so no money left in trust account. Can plan be amended ?

    By Guest fplearner2005, April 8, 2005
    • 8 replies
    • 2.7k views
    • 
    • mbozek
    • April 14, 2005

44. Fidelity Bonds

    By Archimage, January 19, 2005
    • 12 replies
    • 4k views
    • 
    • Lori Friedman
    • January 28, 2005

45. 419 Deduction Limits - Are Pre-tax Employee Contributions to a Cafeteria Plan included in determining the deduction limit?

    By Guest rocnrols2, January 19, 2005
    • 1 reply
    • 2.4k views
    • 
    • Ron Snyder
    • January 23, 2005

46. 5500 Question

    By Archimage, August 17, 2004
    • 6 replies
    • 5.7k views
    • 
    • E as in ERISA
    • August 18, 2004

47. Using VEBA assets as a death benefit.

    By katieinny, June 14, 2004
    • 5 replies
    • 4.5k views
    • 
    • katieinny
    • June 23, 2004

48. Asset Transfer

    By Scott, April 30, 2004
    • 1 reply
    • 2.9k views
    • 
    • Ron Snyder
    • May 4, 2004

49. Terminating VEBA

    By katieinny, April 16, 2004
    • 4 replies
    • 3k views
    • 
    • Ron Snyder
    • April 19, 2004

50. Must VEBA documents be updated to include HIPAA and other language?

    By katieinny, April 6, 2004
    • 2 replies
    • 1.9k views
    • 
    • katieinny
    • April 6, 2004