Safeharbor29 Posted June 11, 2015 Posted June 11, 2015 I need confirmation on HCE determination and testing. Company was started in 2009, then was purchased by equity firm which caused a plan term (no assets transferred). Company was an adopting employer on the new plan. Company was then sold as a spin off and they are no longer related to equity firm and they created a new plan and no assets were transferred and the participants had the option to roll funds over to the new plan from the prior plan. This company had the same EIN the whole time. Does this make a difference in testing/HCE determination?
rcline46 Posted June 11, 2015 Posted June 11, 2015 HCE determination has to do with the company, not with the plan.
Safeharbor29 Posted June 11, 2015 Author Posted June 11, 2015 where can I find this in the regulations?
rcline46 Posted June 11, 2015 Posted June 11, 2015 almost all of the definitions are in IRC 414 . Or google the term, or look in the plan document.
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