PS Plan - grouping for a new category

[Jakyasar]

Hi

Looking at a takeover PS plan. The formula is cross-tested and has 3 groupings (no everyone in their own group option), each identified for a specific job category. Sponsor adopts a resolution each year on how to allocate the contribution.

Sponsor hired a 4th category employee, became eligible for 2019 but does not fit in any of the categories. It is not an excluded class job category.

How to allocate for this new job category, may be 11-g?? 

Thank you

[Larry Starr]

1 hour ago, Jakyasar said:

Hi

Looking at a takeover PS plan. The formula is cross-tested and has 3 groupings (no everyone in their own group option), each identified for a specific job category. Sponsor adopts a resolution each year on how to allocate the contribution.

Sponsor hired a 4th category employee, became eligible for 2019 but does not fit in any of the categories. It is not an excluded class job category.

How to allocate for this new job category, may be 11-g?? 

Thank you

The problem is with whoever designed the plan. When you set up groups that are NOT each person in their own group, you MUST have a final group that is "anyone who isn't in one of the other groups".  To leave that out is to have a failure by the plan designer to consider the very issue you have.  Yes, solve it by doing a -11g and amending to add a catch all group.

[MWeddell]

This is a matter of interpreting the plan document, which is not a type of question easily handled on these messages boards.  Larry is correct that there should have been a "everyone else" allocation group.