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A golden eagle representing a Highly Compensated Employee (HCE) soaring high with a nest of retirement savings, demonstrating the importance of adapting and maximizing benefits

Understanding the Role and Constraints of Highly Compensated Employees (HCE) in Retirement Planning

December 11, 2024 FinanceFacts101 Personal Finance

Background on Highly Compensated Employees (HCE) Understanding the term “Highly Compensated Employee” (HCE) is crucial when planning for retirement. The IRS defines an HCE as an employee who meets specific criteria: either owns more than 5% of the business at any given time, or falls within the top 25% of

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