Thursday, November 27, 2014

Exciting releases on 'Thanksgiving Day'  

  • IMPROVED HCE/NHCE Override:  You can easily identify the overridden HCE/NHCE and calculated HCE/NHCE in Employee Lists.
  • NEW "Top Heavy Test." A warning has been added whenever a Non-Key Employee has a Profit Sharing allocation of less than 5%.  This warning applies to Top Heavy Plans and most combination plans are Top Heavy.  (We assume that participants making $170,000 or more are Officers and therefore Key).