HCE Status report

[Guest DottleC2]

I wanted to type these internal HCE status specifications out below as a non-question but in the form of a query.

Clarification, suggestions - willing to share info, regards to how other admins handle HCE status versus _determination_.

regards,

Bill

:

The Report will print ‘Reason for Highly Compensated’ based on the following having been processed in a previous elig transaction.

If{PLANEE.HCE5PCTOWNERCD}="Y" then "5% Owner" else

if {PLANEE.HCEPRIORYRCD}="1" then "5% Owner in prior plan year" else

if {PLANEE.HCEPRIORYRCD}="5" then "Compensation > Limit and In Top Paid Group" else

if {PLANEE.HCEPRIORYRCD}="6" then "Compensation > Limit and In Top Paid Group" else

if {PLANEE.HCEPRIORYRCD}="7" then "Compensation > Limit" else

if {PLANEE.HCEPRIORYRCD}="8" then "Compensation > Limit"

Descriptions for the drop-box for prior year in status and service screen, tab for HCE status:

Na

Not highly compensated

5% owner

hce & comp < limit

;this is where it gets fuzzy

hce & comp > limit & TPG

nhce & comp > limit & TPG

hce & comp > limit & NOT TPG

nhce & comp > limit & NOT TPG

HCE IMPORT FIELD is for CURRENT year, yes or no

· Highly Compensated Employee

· Not Highly Compensated Employee

[Tom Poje]

not sure exactly what comments you are looking for, but here goes:

;this is where it gets fuzzy

prior yr ee was an

hce & comp > limit & TPG thus this year he is an HCE

nhce & comp > limit & TPG thus this year he is an hce

hce & comp > limit & NOT TPG only an HCE this year if TPG not checked

nhce & comp > limit & NOT TPG only an HCE this year if TPG not checked

[Guest DottleC2]

Thanks for that, I was befuddled there for a bit; I had used the report as a focus on HCE determination, and added the compensation field before I realized that was an incorrect approach. I had also coded prior year HCE's incorrectly. (It's amazing the things one forgets ).

Relius flexes a different muscle when it comes to prior year determination - it has the fields to retain status, but not the prior compensation to enable determination or to illustrate it. Which is probably a good thing. Since all prior year valuation data is retained on the system, it doesn't have to be on the current year report - it would be nice - but not completely necessary.

I will venture to say, though, that FDP users may see it in a different light. Relius bases calculations on payroll data, going forward.

Bill