401(k) Plans

19,321 topics in this forum

1. HCE in MEP

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

2. HCE in more than 1 plan

   By AKconsult, November 22, 2016   

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

3. HCE in multiple plans and ADP testing

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

4. 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

5. HCE late deferral

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

6. HCE Limit

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

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

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

8. HCE Limitations

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

9. HCE limited in deferrals, looking for alternatives

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

10. HCE limits

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

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

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

12. 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

13. HCE made deferrals, had NO Compensation

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

14. HCE Manadatory Aggregation

    By justatester, April 9, 2014
    • 4 replies
    • 2.2k views
    • 
    • Tom Poje
    • April 11, 2014

15. HCE Notification Letters

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

16. HCE now to receive safe harbor NE

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

17. HCE off Calendar year

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

18. HCE only 401(k)

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

19. HCE only otherwise excudable for ADP Test

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

20. hce or nhce?

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

21. HCE or not

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

22. 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

23. HCE plan limits

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

24. HCE question

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

25. HCE Question

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

26. HCE Rate Groups

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

27. HCE Status

    By Medusa, March 17, 2009
    • 1 reply
    • 1.5k views
    • 
    • SheilaD
    • March 18, 2009

28. HCE Status Determination in First Plan Year

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

29. HCE status in asset acquisition

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

30. HCE Status In Year Of Company Sale

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

31. HCE threshold 1 2 3

    By Guest non-tax pro, March 23, 2006
    • 115 replies
    • 31.7k views
    • 
    • Mike Preston
    • March 28, 2007

32. HCE Threshold - 2006 Publication 560

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

33. HCE Transfer

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

34. 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

35. HCE using top paid group

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

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

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

37. HCE violates 415 -

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

38. HCE vs. NHCE

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

39. HCE with no comp but 1,000 hours

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

40. hce with no contribution

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

41. HCE-Attribution

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

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

    By Plan Doc, November 18, 2020
    • 8 replies
    • 1.7k views
    • 
    • Plan Doc
    • November 20, 2020

43. HCE, Catch-Ups and Off-Calendar

    By austin3515, November 3, 2010
    • 2 replies
    • 866 views
    • 
    • austin3515
    • November 3, 2010

44. HCE, SH & waiving out

    By Guest DazedAndConfused, January 17, 2006
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 17, 2006

45. HCE: Deferral % increases mid yr. Is catch-up contribution allowed?

    By Guest ckv, September 15, 2005
    • 4 replies
    • 1.2k views
    • 
    • WDIK
    • September 19, 2005

46. HCE's

    By coleboy, February 25, 2019
    • 5 replies
    • 696 views
    • 
    • coleboy
    • February 26, 2019

47. HCE's - Different Plan Year Ends in Controlled Group

    By austin3515, April 6, 2021
    • 9 replies
    • 1.1k views
    • 
    • Bill Presson
    • April 7, 2021

48. HCE's during initial year of Company and Plan

    By Guest Steve C., March 1, 2001
    • 2 replies
    • 1.6k views
    • 
    • actuarysmith
    • March 2, 2001

49. HCE's limited to 4.5% deferral. An HCE that termed deferred 28%. How to correct ADP test?

    By Jim Chad, November 1, 2024
    • 3 replies
    • 811 views
    • 
    • Jim Chad
    • November 5, 2024

50. HCE's with a plan year change

    By Guest CGBS, February 10, 2001
    • 1 reply
    • 1.4k views
    • 
    • MWeddell
    • February 12, 2001