Using VEBAs to Manage Retiree Medical Liabilities (ET33)

Several large U.S. corporations have agreed to fund voluntary employees’ beneficiary associations (VEBAs) to manage retiree medical liabilities. These VEBA implementations have occurred in connection with both collective bargaining negotiations and bankruptcy proceedings. This course will review developments regarding VEBAs, with emphasis on the practical implications for employers and VEBA trustees. This course will also address the following issues:

• Tax and ERISA requirements applicable to VEBAs
• Pros and cons of using VEBAs to manage retiree medical liabilities
• Recent case law addressing employer/union agreements to resolve retiree medical litigation with VEBAs.

Additional Information

Continuing Education (CE) Credits/Recertification

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Presenter

Charles K. (Chip) Kerby III
Partner
McDermott, Will & Emery
Washington, D.C.

Kathryn L. Bakich
Senior Vice President
National Director, Health Care Compliance
The Segal Company
Washington, D.C.