Kathleen Fouquet
Apr 4 2001, 01:52 PM
How does one go about terminating a VEBA?
vebaguru
Apr 12 2001, 03:23 PM
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.