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Rehire and no records to tell if they had a vested account balance


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Posted

Rehire and no records to tell if they had a vested account balance.

A company was bought years ago and their plan merged with our plan.  We got good records for 2013.  But nothing prior.

If he had a vested account balance, he is immediately eligible on rehire.

What would you do in these circumstances?

 

 

 

Posted

Go conservative and let him in?

Maybe ask him personally about his past work experience?  Just tell him it's to make sure the records straight.

QKA, QPA, CPC, ERPA

Two wrongs don't make a right, but three rights make a left.

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