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Posted

Plan is effective 1/1/21, but deferrals are effective 7/1/21.

per doc, match is cal'd on a plan year basis.

Do we calculate the match using all the comp, or just the comp after 7/1?

QKA, QPA, CPC, ERPA

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

Posted

Per the plan doc, the full plan year compensation; presuming we are not considering pre-entry compensation exclusions, but for those affected by such you would want to double-check that you are correctly granting entry dates if they had otherwise satisfied eligibility by the 1/1 effective date.

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