FAQ 77: 410b--Ineligible employee is showing as non-excludable and not benefiting instead of excluded


A participant is showing up as non-excluded, not benefiting, but should be showing up as excluded due to age/svc.


The employer contribution is subject to secondary eligibility, so the test is reading the secondary status code in the employee record. This status is incorrectly set as "C", and it should be "S". "C" tells the elig routine not to calculate status of entry date, and assumes that the participant is active with a forced entry date. Changing to "S" (not enough service) and rerunning eligibility, and then rerunning 410b, will show this person as excluded due to age/svc.