Jakyasar Posted March 10, 2024 Posted March 10, 2024 Asking for a friend, do not have more details but a general question. Joe owns 81% of the company. Joe and his wife Mary were both the in the plan. Joe stops taking salary and also no longer in the plan but Mary is. Is Mary still an HCE under attribution rules? I say yes. Any comments appreciated.
Bill Presson Posted March 10, 2024 Posted March 10, 2024 Yes. William C. Presson, ERPA, QPA, QKA bill.presson@gmail.com C 205.994.4070
Jakyasar Posted March 10, 2024 Author Posted March 10, 2024 Thank you Bill, hope all is well. Bill Presson 1
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