Stahl Cowen is an experienced innovator with respect to VEBAs: we evaluate employer obligations to confirm that they can take advantage of VEBA trusts. We create VEBAs from the ground up to allow employers to lower their healthcare insurance costs and maximize available retiree benefits. We draft the required trust agreements, IRS filings and benefit plan documents. Once operating, we assist our clients with the requisite ERISA (Employee Retirement Income Security Act) notices to plan participants, provide ERISA mandated HIPAA training to VEBA directors, and handle a broad range of related fiduciary and ERISA issues.
Clients appreciate our proactive approach to evaluate and explore options – like VEBAs – that help them better manage the costs of retiree benefits and achieve win-win scenarios for themselves, their employees, and their retirees.
We help clients: