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Posted

Based the information you've listed, the participation date was 11/1/09 and the participant had a vested balance.  The vested balance means the rule of parity in your document section 3.5(d) does not apply.  Then, 3.5(a) tells you immediate participation on rehire, unless the employee rehired in an excluded category of employees.

Posted

Once eligible; always eligible.  If s/he was eligible when s/he left, s/he is eligible at rehire.

Patricia Neal Jensen, JD

Vice President and Nonprofit Practice Leader

|Future Plan, an Ascensus Company

21031 Ventura Blvd., 12th Floor

Woodland Hills, CA 91364

E patricia.jensen@futureplan.com

P 949-325-6727

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