Scott Posted December 2, 1999 Report Share 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? Link to comment Share on other sites More sharing options...
Guest John Koresko Posted January 20, 2000 Report Share Posted January 20, 2000 In reply, there appears to be no welfare plan exeption in sec. 407. The 10% rule should apply. Link to comment Share on other sites More sharing options...
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