Date of Entry

Issue with ERISA Attorney Auditor and TPA

Eligibility is 1 year of service

Initial determination is date of hire to date of hire

Date of Entry 1/1 and 7/1 Timing of entry is Coincident with or next following the date eligibility requirements are met

Employee is hired 7/1/2024 and completes 1,000 hours

Is his DOE 7/1/2025 or 1/1/2026??

7/1/2025. Participant completes one YOS on 6/30/2025, next entry date is 7/1.

I agree the participant enters 7/1

Dumb question - why is YOS only going to  6/30 vs 7/1/2024 to 7/1/2025??

number of days from 7/1/2024 to 7/1/2025 (including both the beginning date and ending date) = 366 days

number of days from 7/1/204 to 6/30/2025 = 365

(excluding leap years)

By counting 7/1/2025, the service condition would become one year and one day, they already worked 7/1/2024, they don't have to work one more July 1 date to complete one year of service. 

Agreed - but even if you went 7/1 to 7/1, that second 7/1 is coincident with an entry date, so either way you slice it, it's a 7/1 entry.

6 hours ago, 52626 said:

Dumb question - why is YOS only going to  6/30 vs 7/1/2024 to 7/1/2025??

WCC nailed it with the math.  I find it easier to think in terms of a calendar year.  You wouldn't consider 1/1/2024 to 1/1/2025 for the year of service.  You would consider the year ending 12/31/2024.