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Establishing a 501(c)(9) trust to fund tuition assistance


Guest Ira Hayes
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Guest Ira Hayes

Would appreciate jist of a case study where a private institution of higher learning subject to FAS #106 set up a trust to level cost of tuition assistance provided to retired staff and faculty to aid them in paying for tuition of children, for example:

  • Can it be done legally
  • What guidelines are there on setting trend assumption for cost increases in tuition
  • What investment restrictions are there?

Thanks much,

Ira

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