Carpenter Morse Group
Plumbers Local Union No. 1 Benefit Funds
Nicholas Pension Consultants
Kentucky Trust Company
ERISA Services, Inc.
Farmer & Betts, Inc.
Trucker Huss, A Professional Corporation
Bates & Company
RTD Financial Advisors
Retirement Plan Consultants
Loren D. Stark Company
Hochheiser Deutsch & Co, Inc.
EPIC Retirement Plan Services
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|Modify 'Covered Employee' Language to Allow Only One HCE of Many?|
BenefitsLink Message Boards
June 14, 2021
"Our volume submitter plan document allows for the exclusion of HCEs using the following language.
Notwithstanding the foregoing, the term 'Covered Employee' shall not include the following: any Employee who is a Highly Compensated Employee for the Plan Year
Can the language be tweaked as follows to allow Jane Doe who is an owner HCE to participate? I would like to exclude all the other HCEs.
Notwithstanding the foregoing, the term 'Covered Employee' shall not include the following: any Employee who is a Highly Compensated Employee for the Plan Year with the exception of Jane Doe."
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