"Any advice for an employer/plan sponsor that says they don't have records for certain rehires of a company they acquired a few years ago. So for example they hire an employee who says I used to work here -- but employer cannot find records of prior work history to determine if they completed service for vesting -- they have a 5 year schedule.The HR contact did mention there are boxes of hard copy data that I guess would be very hard to sort through. Employee does not have a current account balance in the plan. Can the employer be required to provide W2 or information of prior employment or any plan benefit information?"

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"403b plan - calendar plan year has a payroll based match but the plan document allows a discretionary true up at year end. Question - can we amend the plan at this point in 2025 to add a last day requirement? Or does the last day need to be added 1/1/26?"