Plan has several classes and different eligibility and contrib. prov.

[R. Butler]

We have a takeover Plan that has 5 different classes of employees. Eligibility and contribution rates differ based on class. What is the best way to initailly build the case on Relius?

[Tom Poje]

are you talking eligibility to enter the plan or eligibility to receive a contribution?

my initial response is to simply put people into different divisions - and a big note in the folder to remember to enter divisions on all new people each year.

then you can run the contribution by division, one transaction for each division.

[R. Butler]

Plan has:

1. Different service requirements to enter the plan, and

2. Different rates of contribution for each class (i.e. some classes don't get a contribution, some get a 5% contribution, etc.)

If I enter each person into different divisions, where do I specify in Relius the different entry requirements and the different contribution rates?

Thanks for your help.

[Tom Poje]

I don't even want to know who set up an obnoxious situation like that.

you have some major grief in store if my mind is working properly, (some would argue that is an oxymoron, but what the heck)

you probably would be better of setting up a plan for each different service requirement, and then combine for testing (all under the same employer)

remember if one plan has immediate eligibility and another has 1 year wait, you end up with a group of ees who could end up as includable and not benefiting - even though they are not eligible for their own plan. (e.g. ees who have only worked 6 months)

on the other hand, you can probably get around this by using the statutory exclusion option - but even that could mess up if you have an HCE. proceed with caution my friend!

another possibility, there is a field in census DER - met eligibility requirements - I suppose you could plug a date there for all employees (different for each group of course) and then run eligibility. I have never tried that, but logically that should work - then you could get by with just one plan.

then run contribution by division. as before, I think you will have to run statutory exclusions to make testing easier, and hopefully you will have no HCEs with less than 1 year svc/age 21.