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Retiree Health Funding Vehicle PDF Print E-mail
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The Municipal Employees’ Retirement System (MERS) developed the Retiree Health Funding Vehicle as a means to help municipalities save and grow assets within the MERS Total Market portfolio to offset future retiree health care liabilities. The funding vehicle is a trust created by a Private Letter Ruling from the IRS.

If you would like information regarding Actuarial Health Valuations,
please click here...


Retiree Health Funding Vehicle Program Information

Frequently Asked Questions
Legal Q/A 2:
(Act 20 surplus funds investment policy does not apply to a retiree health care trust.)

Legal Q/A 3: Retiree Health Funding Vehicle is a PA 149 trust.


Plan Governance
MERS Trust Agreement for the Health Care Savings Program and Retiree Health Funding Vehicle
MERS Plan Document for the Health Care Savings Program and Retiree Health Funding Vehicle

For more information, Please email us by clicking here .

 
Site last updated:Friday, 10 October 2008

© 2008 Welcome to the Municipal Employees' Retirement System