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Convert Grantor Trust to VEBA?
BenefitsLink Message BoardsLink to more items from this source
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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