Jump to content
Sign in to follow this  
Guest cbclark

post retiree medical: VEBA and notional accounts

Recommended Posts

Guest cbclark

Good afternoon. We are sorting out some random issues and one question came up: is it possible to apply a vesting schedule to post retiree medical benefits funded by a VEBA? Assuming the establishment of separate acounts within the VEBA.

On a semi-related note, if a client wants to set up notional accounts with the VEBA as the "funding vehicle" for the post retiree medical benefits, can the notional accounts be subjected to a vesting schedule? We are well aware that we are over our heads and want to get some issues streamlined before we present them to an attorney. Thanks in advance.

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...