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post retiree medical: VEBA and notional accounts

Guest cbclark

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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.

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