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Coordination of VEBA with 401(h) Account for Retiree Welfare


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Guest David M
Posted

Does anyone have any experience with or thoughts about coordinating a VEBA and a 401(h) account in a pension plan with respect to funding retiree welfare benefits?

Posted

There are many issues to consider. You might want to start here which although not exactly on point has some relevance in the logic and cites:

www.irs.gov/pub/irs-utl/chap801.pdf

http://www.irs.gov/businesses/article/0,,id=97363,00.html

George D. Burns

Cost Reduction Strategies

Burns and Associates, Inc

www.costreductionstrategies.com(under construction)

www.employeebenefitsstrategies.com(under construction)

  • 3 weeks later...
Posted

David,

Did you find any other guidance on this issue? It's something I am also looking into.

Thanks.

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