401(k) Plans

19,337 topics in this forum

1. HCE Elections fo ADP Refunds

   By austin3515, March 4, 2010
   • 6 replies
   • 1.1k views
   • 
   • austin3515
   • March 6, 2010

2. HCE excluded from 3% SH. Still get a TH pass?

   By BG5150, March 20, 2018
   • 6 replies
   • 1.4k views
   • 
   • Lou S.
   • March 20, 2018

3. HCE exclued from plan - one contributed 401k

   By jmartin, March 15, 2012
   • 1 reply
   • 942 views
   • 
   • Tom Poje
   • March 16, 2012

4. HCE Exclusion in 401(k) Plan

   By Hoard1, February 23, 2000
   • 2 replies
   • 1.6k views
   • 
   • MWeddell
   • February 24, 2000

5. HCE first plan year

   By Guest CHRISTA, November 6, 2001
   • 3 replies
   • 3.2k views
   • 
   • lkpittman
   • November 7, 2001

6. HCE got too much match

   By Santo Gold, February 4, 2014
   • 2 replies
   • 1.1k views
   • 
   • Will.I.Am
   • February 27, 2020

7. HCE in an acquired company

   By Chippy, June 10, 2008
   • 1 reply
   • 1.3k views
   • 
   • J Simmons
   • June 11, 2008

8. HCE in Iraq - Is he in the ADP test

   By Guest annieap1, February 7, 2005
   • 13 replies
   • 2.5k views
   • 
   • could be me maybe not
   • February 9, 2005

9. HCE in MEP

   By J Simmons, February 16, 2008
   • 1 reply
   • 1.5k views
   • 
   • Below Ground
   • February 17, 2008

10. HCE in more than 1 plan

    By AKconsult, November 22, 2016   

    • ADP testing
    • 11 replies
    • 2k views
    • 
    • Kevin C
    • December 1, 2016

11. HCE in multiple plans and ADP testing

    By RCK, February 27, 2003
    • 5 replies
    • 2.3k views
    • 
    • RCK
    • February 28, 2003

12. HCE issues - when is HCFE important? Does an HCE become an NHCE in so

    By Guest Lucie, February 4, 2000
    • 3 replies
    • 2k views
    • 
    • John A
    • February 4, 2000

13. HCE late deferral

    By nerd-party-administrator, March 9, 2020
    • 3 replies
    • 720 views
    • 
    • BG5150
    • March 11, 2020

14. HCE Limit

    By justatester, March 18, 2009
    • 4 replies
    • 1.3k views
    • 
    • justatester
    • March 19, 2009

15. HCE limit increase & change from 135K to 150K

    By TPApril, February 29, 2024
    • 0 replies
    • 390 views
    • 
    • TPApril
    • February 29, 2024

16. HCE Limitations

    By Jilliandiz, October 21, 2004
    • 10 replies
    • 2.6k views
    • 
    • jquazza
    • October 23, 2004

17. HCE limited in deferrals, looking for alternatives

    By Lori H, February 3, 2005
    • 16 replies
    • 2.7k views
    • 
    • WDIK
    • February 4, 2005

18. HCE limits

    By ratherbereading, February 19, 2020
    • 19 replies
    • 1.6k views
    • 
    • shERPA
    • March 13, 2020

19. HCE Limits - 205,000 versus 12,300

    By Guest LisaI, November 9, 2004
    • 5 replies
    • 1.5k views
    • 
    • david rigby
    • November 9, 2004

20. HCE lookback in cases of acquisition and merger

    By Guest LMalone, March 4, 2003
    • 1 reply
    • 1.6k views
    • 
    • E as in ERISA
    • March 4, 2003

21. HCE made deferrals, had NO Compensation

    By Alex Daisy, December 30, 2008
    • 15 replies
    • 3.4k views
    • 
    • K2retire
    • January 6, 2009

22. HCE Manadatory Aggregation

    By justatester, April 9, 2014
    • 4 replies
    • 2.3k views
    • 
    • Tom Poje
    • April 11, 2014

23. HCE Notification Letters

    By PainPA, April 18, 2010
    • 1 reply
    • 1.5k views
    • 
    • cpc0506
    • April 19, 2010

24. HCE now to receive safe harbor NE

    By Guest Tbrown, April 28, 2009
    • 1 reply
    • 1.3k views
    • 
    • cdavis25
    • April 29, 2009

25. HCE off Calendar year

    By FJR, May 1, 2003
    • 1 reply
    • 1.3k views
    • 
    • Blinky the 3-eyed Fish
    • May 1, 2003

26. HCE only 401(k)

    By Earl, March 16, 2002
    • 4 replies
    • 1.7k views
    • 
    • Guest
    • March 19, 2002

27. HCE only otherwise excudable for ADP Test

    By Guest padmin, February 21, 2012
    • 1 reply
    • 880 views
    • 
    • ETA Consulting LLC
    • February 21, 2012

28. hce or nhce?

    By Lori H, July 10, 2006
    • 13 replies
    • 4.5k views
    • 
    • BG5150
    • July 14, 2006

29. HCE or not

    By Guest Pat Metallic, January 5, 2009
    • 1 reply
    • 1.2k views
    • 
    • ERISAnut
    • January 5, 2009

30. HCE Parity Restoration – Whose advice do you value more?

    By Mark Whitelaw, June 13, 2012
    • 8 replies
    • 1.9k views
    • 
    • Mark Whitelaw
    • June 18, 2012

31. HCE plan limits

    By fiona1, February 16, 2012
    • 13 replies
    • 4.2k views
    • 
    • PensionPro
    • February 23, 2012

32. HCE question

    By Pammie57, February 12, 2020
    • 3 replies
    • 862 views
    • 
    • Pammie57
    • February 13, 2020

33. HCE Question

    By Guest KD40, February 5, 2003
    • 1 reply
    • 1k views
    • 
    • Fredman
    • February 5, 2003

34. HCE Rate Groups

    By FJR, September 23, 2004
    • 4 replies
    • 1.2k views
    • 
    • Tom Poje
    • September 24, 2004

35. HCE Status

    By Medusa, March 17, 2009
    • 1 reply
    • 1.6k views
    • 
    • SheilaD
    • March 18, 2009

36. HCE Status Determination in First Plan Year

    By Guest Anjele Bonie, January 17, 2001
    • 2 replies
    • 3k views
    • 
    • Guest
    • January 18, 2001

37. HCE status in asset acquisition

    By Guest friedbrain, February 25, 1999
    • 2 replies
    • 2.5k views
    • 
    • david shipp
    • February 25, 1999

38. HCE Status In Year Of Company Sale

    By Guest Rand, September 6, 2001
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • September 6, 2001

39. HCE threshold 1 2 3

    By Guest non-tax pro, March 23, 2006
    • 115 replies
    • 31.8k views
    • 
    • Mike Preston
    • March 28, 2007

40. HCE Threshold - 2006 Publication 560

    By Guest CharlieLaur, May 8, 2007
    • 3 replies
    • 1.4k views
    • 
    • JanetM
    • May 9, 2007

41. HCE Transfer

    By rlb64, October 14, 2005
    • 0 replies
    • 1.2k views
    • 
    • rlb64
    • October 14, 2005

42. HCE transferred from Non-safe harbor to safe harbor plan could violate safe harbor requirements

    By Guest hyper, September 20, 2004
    • 4 replies
    • 1.3k views
    • 
    • Guest
    • September 21, 2004

43. HCE using top paid group

    By cdavis25, November 12, 2008
    • 6 replies
    • 2.2k views
    • 
    • Mike Preston
    • November 13, 2008

44. HCE violated 402(g)... effect on profit sharing?

    By AlbanyConsultant, March 7, 2017
    • 2 replies
    • 504 views
    • 
    • AlbanyConsultant
    • March 8, 2017

45. HCE violates 415 -

    By Guest CGBS, January 12, 2001
    • 2 replies
    • 1.6k views
    • 
    • QDROphile
    • January 13, 2001

46. HCE vs. NHCE

    By Guest koolkid, April 1, 2002
    • 2 replies
    • 3k views
    • 
    • pjkoehler
    • April 1, 2002

47. HCE with no comp but 1,000 hours

    By PensionNewbee, March 4, 2004
    • 18 replies
    • 5.1k views
    • 
    • Guest
    • March 8, 2004

48. hce with no contribution

    By Guest Codi, August 23, 2002
    • 18 replies
    • 2.7k views
    • 
    • Mike Preston
    • August 28, 2002

49. HCE-Attribution

    By PFranckowiak, February 10, 2010
    • 2 replies
    • 3.3k views
    • 
    • PFranckowiak
    • February 11, 2010

50. HCE-only Discretionary Match with NHCE-only Safe Harbor

    By Plan Doc, November 18, 2020
    • 8 replies
    • 1.8k views
    • 
    • Plan Doc
    • November 20, 2020