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Just make sure you have a deferral agreement in place before the end of the plan year.

The language in our (Ft William) Vol Sub plans is as follows. Note that option iii says "...Hours of Service in a [my emphasis] _____month period..." I looked in the Basic Plan Document and didn't see anything to indicate that means the first ___ months only, so I think we'd have to look at every 6 month period (Jan-Jun, Feb-Jul, etc.). Whatever your document says, I think you have to follow it literally. 11a. Minimum service requirement for Elective Deferrals/Voluntary Contributions: i. [ ] None ii. [ ] Completion of One Year of Eligibility Service (See B.11c for hours of service required for a year of service if the Plan does not use the Elapsed Time method in B.11b) iii. [ ] Completion of __________ Hours of Service (not more than 1,000) in a _____ month period (Not to exceed 12.) iv. [ ] Completion of __________ Hours of Service (not to exceed 1,000) within a twelve month period. v. [ ] Completion of __________ months of service (not to exceed 12 months--elapsed time only). NOTE: If B.11a.iii - B.11a.v is selected, the service requirement under B.11a shall be deemed met no later than the end of an Eligibility Computation Period during which the Eligible Employee completes 1,000 Hours of Service; provided, that the individual is an Eligible Employee on the applicable entry date. Service taken into account for purposes of B.11a shall be determined under the terms and conditions as is specified for determining a Year of Eligibility Service. NOTE: If B.11a.iv is selected, the service requirement under B.11a shall be deemed met at the time the specified number of Hours of Service are completed.

If your social ends in a 4, when the heck is my reporting due? I think it's 4/1/2014, but whoever wrote the instructions for the 8554-EP should really buy into the KISS principle. Why can't they just say "if you're social ends in a 4, your filing is due between 4/1/14 and 6/30/14"?