Jump to content
Sign in to follow this  
David MacLennan

VEBA Administration - is a specialist needed?

Recommended Posts

I have a new one-person DB plan client who has a VEBA plan. He is not happy with the current VEBA administrator and would prefer that I administer his VEBA along with the DB plan.

I have no VEBA experience, although I have nearly 20 years experience in retirement plan administration. What are the basic elements of VEBA administration? Is it feasible for me to administer the plan, given my experience? If this is not recommended, can anyone recommend someone offering VEBA administration services who does not provide retirement plan services that may compete with me?

Share this post

Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
Sign in to follow this  

  • Create New...