Scott 0 Report post Posted December 2, 1999 Is a VEBA subject to the limitation under ERISA Section 407(a)(2), which prohibits a plan from holding qualifying employer securities in excess of 10% of plan assets? Share this post Link to post Share on other sites
Guest John Koresko Report post Posted January 20, 2000 In reply, there appears to be no welfare plan exeption in sec. 407. The 10% rule should apply. Share this post Link to post Share on other sites
