justatester Posted March 5, 2009 Posted March 5, 2009 Hi, We have a plan that acquired a division of a larger plan. They are not transferring the assets to our plan. They are not looking a compensation prior to acquistion for HCE purposes. However they are crediting prior service for eligibility and vesting. My question is for determining the otherwise excludables, do we use the acquistion date (3/1/08) or do we use original hire date?
J Simmons Posted March 5, 2009 Posted March 5, 2009 If you are counting pre-acquisition service toward eligibility, then it seems you'd have to use the original hire dates. John Simmons johnsimmonslaw@gmail.com Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.
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