Status change

[Guest lindamichals]

Need to confirm that employee who joins union during plan year still receives match and profit sharing contribution for part of year he was non-union. Plan calls for EOY and 1000 hrs both of which employee would have satisfied at year end. Plan excludes union employees from participation

[Jim Chad]

This is detail that hopefully is in the document. But if it is not there, I would allocate to them because 1,000 hours and last day usually refers to employment with that employer. FWIW, I have never seen these terms used for a division or includable class.

[RTK]

I second Jim's comments on the document. I have documents in the office that have been drafted to include and exclude such a union employee from the allocation. I'd guess that most of them include the union employee in the allocation for whatever that is worth.