VEBAs and Pre-Funding Retiree Health Benefits
Practical Guidance for Employers, Plan Administrators, Investors and their Advisors
September 9, 2008 10:30 a.m. ET
Length: 75 minutes
Presented by:
Lance Wallach, CLU, CHFC
Whether you are a benefits manager or administrator tasked with finding a solution to manage retiree medical liabilities or an investor analyzing a company with post-retirement benefits on the books, this webinar is a must attend event.
Hear from benefits expert, Lance Wallach, as he provides valuable guidance on the implications of VEBAs and the potential benefits they can offer. Topics of discussion will include:
-An overview of the GM and Ford agreements
- How they work: The proper formation and operation of a VEBA
- Key considerations for plan design, administration and investments
- Alternatives to VEBAs
- Pros and cons for employers and special considerations for public-sector employers
- Investor perspective: The potential impact of a VEBA on large, publicly traded companies
This is your opportunity to hear from and ask specific questions of the leading expert on VEBAs! Plus, Mr. Wallach has offered 10 minutes of free consultation to webinar participants within one week after the event!
Who Should Attend?
From Private, Public Sector and Multi-Employer Entities including
- Plan administrators
- Plan Benefit Managers
- HR Personnel As well as:
- Health Care Benefit Consultants
- Compliance Officers
- Attorneys
As well as analysts from Hedge Funds, Private Equity and Venture Capital companies investing in companies with or considering a VEBA.
Presented by:
Lance Wallach, CLU, CHFC
A member of the AICPA faculty of teaching professionals and an AICPA course developer, is a frequent and popular speaker on VEBAs, retirement plans, reducing health insurance costs, and captive insurance at accounting and benefits conventions. He has authored numerous books including Tax Planning and Asset Protection Using VEBAs Mr. Wallach writes for over fifty publications including AICPA Planner, Accounting Today, CPA Journal, Enrolled Agents Journal, Financial Planning, Registered Representative, Tax Practitioners Journal, CPA/Law Forum, Employee Benefit News, Health Underwriter, Advisor and the American Medical Association News. Mr. Wallach is listed in Who’s Who in Finance and Industry and is frequently quoted in the press for his expertise on VEBAs—including Bloomberg.com, Washington Post and USA Today. He has also been featured on television and radio financial talk shows including NPR.
Click here to for a link to Mr. Wallach’s NPR 9-25-07 interview.
|
|