Who gets the match?

[BG5150]

I have a plan on the FT William VS.  The plan excludes union EEs for SH & PS, but not deferrals or match.

There is no "regular" match selected for the plan, but it is in the Additional Match subsection for the Safe Harbor Contribs section.  The formula is discretionary.  The only other item checked is the match timing which reads:

The Matching Contribution and time period for all Collective Bargaining Employees shall be the amount specified in the Collective Bargaining Agreement

There is nothing about only the union getting the match.

Given this fact pattern MUST the non-union participants get a match, too?

[duckthing]

Which VS document is this on FTW's system? I ask because I don't even see how to set up a plan that way (custom language under match timing, additional match subsection under Safe Harbor Contributions) from the options I'm used to looking at, on either the EGTRRA or PPA docs, so maybe it's one I just haven't used before. I don't want to take a stab at answering without knowing how it's been set up!

[BG5150]

It's on the FT William doc system.

I got a call from them, and they said in their plan, a discretionary match is fully discretionary. Who gets it and the formula and when its calculated can be made up at any time.  As long as all the applicable tests are satisfied, it doesn't matter.

For example, I can say drivers get 50% match from their deferrals when pay dates occur on a Tuesday; warehouse people get no match; managers get 25% match up to 3% of pay; marketing gets nothing and finance people get 100% match on the last deferral of every quarter.