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Posted

DB plan wants to allow retirees to direct a portion if their monthly benefit to be paid to the employer to cover their share of self-funded retiree medical premiums. Doesn't seem like a violation of anti-assignment under the Code. But what about prohibited transactions under ERISA?

Posted

I don't see the PT concern (assuming there is a written and revocable deduction authorization). I think this was rather common in the good old days of retiree medical.

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