DPS Retirement Plan Consultant EPIC Retirement Plan Services |
Retirement, LLC |
Benefit Associates, Inc. |
Compass Retirement Consulting Group, Inc. |
Retirement Plan Relationship Manager ERISA Services, Inc. |
Nova 401(k) Associates |
United 401(k) Plans, Inc. |
Carpenter Morse Group |
Bates & Company |
Retirement Plan Legal Specialist Pentegra |
Central Pension Fund of the IUOE |
Prime Pensions, Inc. |
Trucker Huss, A Professional Corporation |
Defined Benefit Calculation Specialist/Actuary The Angell Pension Group, Inc. |
Central Pension Fund of the IUOE |
Nicholas Pension Consultants |
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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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