FAQ 671: 410b--Disaggregation selecting plan entry dates, test keeps using statutory entry dates


When running the 410(b) report for match only and selecting the "Use Plan Eligibility" entry method to disaggregate, the test keeps using the statutory entry method.


The program will revert to statutory semi-annual entry when the eligibility is 21 and 1, regardless of the entry date option selected. That is because using plan entry would not produce a different result when the eligibility is already 21 and 1. The match is tied to Secondary eligibility in this case, and it is coded with age 21, 1 year of service and monthly entry, which is why you are seeing the results that you are seeing.