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Easy question - HCE?


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Guest CCarter
Posted

Is the brother of the one and only owner (100%) also considered an HCE?

Guest greggi39
Posted

NO. only lineal family members are attributed ownership of stock

Posted

...and spouses.

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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