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Bates & Company
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Retirement Plan Legal Specialist Pentegra
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Central Pension Fund of the IUOE
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Prime Pensions, Inc.
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Trucker Huss, A Professional Corporation
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| Convert Grantor Trust to VEBA? BenefitsLink Message Boards  Oct. 7, 2021 "Client currently has a grantor trust and wants to convert it to a VEBA. Is there any IRS guidance or practical considerations on converting an existing grantor trust to a VEBA? Is conversion of the existing trust even possible or should a health plan deplete the existing grantor trust and then transition to the new VEBA? Or should the existing trust document just be amended to comply with the VEBA requirements on a go-forward basis?" |
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