pmacduff

I don't have the answer to your question, but just a thought, with the cost of Quantech support I assume you or your Company pays, I would think you would direct this question directly to Corbel. I use the on-line support system all the time and have found it to be user friendly and the response time is excellent.

Tom - Thanks so much for the input. It isn't an issue on our smaller plans because it's easy to exclude those not eligible, but with the larger plans it can really be a headache. Thanks again.

Has anyone using Quantech had to set up a 401(k) plan with dual eligibility? I recently attended Quantech training and was not satisfied with the answer given. I was advised NOT to code the 12 months, 1000 hours under the "Allocations Requirement" screen because it would require those criteria every single year for all participants. I didn't think it was that unusual for a client to have dual eligibility for deferral and match/employer monies!!??