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Other Kinds of Welfare Benefit Plans

How does one go about terminating a VEBA?

Guest Kathleen Fouquet

By Guest Kathleen Fouquet
April 4, 2001 in Other Kinds of Welfare Benefit Plans

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https://benefitslink.com/boards/topic/9645-how-does-one-go-about-terminating-a-veba/

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Guest Kathleen Fouquet

Guest Kathleen Fouquet

Posted April 4, 2001

Posted April 4, 2001

How does one go about terminating a VEBA?

2 weeks later...

Ron Snyder

Ron Snyder

Posted April 12, 2001

Posted April 12, 2001

1. Sponsor adopts termination.

2. Assets are allocated in accorance with plan/trust documents to participants.

3. Benefits are purchased or assets are distributed to participants on nondiscriminatory basis.

4. Final 5500 form is filed.

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