Robert B Posted June 27 Share Posted June 27 Hello, we are looking at terminating a multiemployer employee benefit plan that provides vacation benefits to the participants. Contributions are made through payroll deduction by the participant's employer. I can find plenty of info from the IRS relating to the termination of a retirement plan, but little to nothing on welfare benefit plans. Can anyone provide guidance? I am assuming we will need to: 1. Amend the plan to state a termination date 2. Ensure all assets of the plan are distributed properly 3. Maybe file a Form 5300? 4. File a final Form 5500 Link to comment Share on other sites More sharing options...
Luke Bailey Posted July 12 Share Posted July 12 Did this involve a VEBA benefit trust? Luke Bailey Senior Counsel Clark Hill PLC 214-651-4572 (O) | LBailey@clarkhill.com 2600 Dallas Parkway Suite 600 Frisco, TX 75034 Link to comment Share on other sites More sharing options...
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