Guest good2brich Posted March 24, 2004 Posted March 24, 2004 One of our HCEs wants to roll his previous 401(k) to our 401(k) plan. Is his rollover account taken into consideration for the top heavy test?
JanetM Posted March 24, 2004 Posted March 24, 2004 Not if the previous employer is unrelated to current employer. Careful on this one, if you don't include his rollover you don't include NHCE rollovers. JanetM CPA, MBA
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