"Has anyone found a way to extract hours of service from date of hire to first anniversary date for newly hired employees? We haven't had any luck pulling hours reported per payroll across plan years at a participant level."

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"I am working on a plan that has a QACA. The plan has one group of participants hired before a certain date as 100% vested in the QACA match. The group of participants hired after that same date is subject to a 2 year cliff schedule for the QACA match. Is this permissible? The two groups do not fall under the permissible disaggregation rules as the difference is based on hire date only. Any thoughts?"

"Plan sponsor is an S-corp. It is a CG with a sole-prop i.e. adopting employer. No 5558 -- first year of the plan, late adopter (put aside that they do not need to file) but curious. For automatic extension purposes, plan sponsor deadline is the determining factor i.e. 9/16 because it is an S-corp and cannot rely on sole-prop extended deadline of 10/15. Right?"

"Company A is purchasing Company B. Stock Transaction. Company A is transitioning employees to Company B and wants to ensure that the employees in the transition get the annual PS. PS has last day and 500 rule. Can we amend the plan for just the employees transitioning? Or, do we need to amend the plan to remove allocation conditions for all employees for the plan year? I feel like we need to remove the conditions for all employees for the 2024 for Company A. Thoughts?"