Understand Voluntary Employee Benefit Association (VEBA) Plans

For The Most Comprehensive Information Available About "VEBA" Plans Call
5 1 6 - 9 3 8 - 5 0 0 7
Nationwide Assistance
WallachInc@gmail.com

On September 9, 2008 10:30 a.m. ET , Lance Wallach, CLU, CHFC presented detailed information about VEBAs to a professional audience. Find a link to his dynamic power point presentation at the end of this article.

Whether you are a benefits manager, an administrator tasked with finding a solution for managing retiree medical liabilities, or even an investor analyzing a company with post-retirement benefits on the books, this webinar was a must attend event.

Benefits expert", Lance Wallach, provided valuable guidance on the implications of VEBAs and the potential benefits they can offer. Topics of discussion included:

- 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

Who Attended?

From Private, Public Sector and Multi-Employer Entities including
- Plan administrators
- Plan Benefit Managers
- HR Personnel
- Health Care Benefit Consultants
- Compliance Officers
- Attorneys
- Hedge Fund Analysts
- Private Equity and Venture Capital Companies

CLICK THE LINK BELOW FOR THE FULL

Powerpoint Presentation

Mr. Wallach has offered 10 minutes of free consultation!
Call him at 516-938-5007

Lance Wallach, CLU, CHFC, Is 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.

Call 5 1 6 - 9 3 8 - 5 0 0 7 for assistance now
WallachInc@gmail.com