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David MacLennan

VEBA Administration - is a specialist needed?

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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?

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