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Submitted URL: http://hunterbenefits.com/
Effective URL: https://hunterbenefits.com/
Submission: On October 27 via api from US — Scanned from DE
Effective URL: https://hunterbenefits.com/
Submission: On October 27 via api from US — Scanned from DE
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Skip to content Helping each business reach their retirement goals since 1999 Secure Client Portal Call 877-354-3849 * Home * About Us * Resources * Annual Dollar Limits * Links and Downloads * Pricing Policy * Retirement Plan Glossary * Data FAQ * POST-PPA FAQ * Safe Harbor FAQ * News * Blog * Meet the Advisor * Whitepapers * Financial Professionals * Retirement Plan Proposals * Clients/ Employers * Census Data Template Contact Us Today! Helping each business reach their retirement goals since 1999 HUNTER BENEFITS CONSULTING GROUP, INC. Start A Plan Today! ABOUT US - HBCG WE HELP COMPANIES SPONSOR SUCCESSFUL RETIREMENT PLANS By focusing on creating value for plan sponsors and participants, Hunter Benefits Consulting Group, Inc. (HBCG), formed in July 1999, has grown quickly to a firm that administers over 850 employee benefits plans out of our offices in the Chicago, Denver, Spokane, and Seattle-Tacoma Suburbs. DO YOU HAVE ANY QUESTIONS? CONTACT US TODAY! Call 877-354-3849 Contact Us Today! Click here to meet the key people in our team MEET OUR TEAM CHRISTOPHER TIPPER Founder and CEO Christopher began his career in retirement benefits in 1990, founding Hunter Benefits in 1999 and quickly rising to prominence as an expert who challenges fellow plan consultants to continuously improve business practices, adapt to rapidly changing trends and provide cost-effective, meaningful services for their clients.... read bio KATHERINE TIPPER President and CEO Katherine joined Hunter Benefits in 2004 after more than a decade of helping Starbucks Coffee make its successful start in Seattle. She oversees the financial activities of the firm’s operations in Illinois, Washington and Colorado, applying her keen sense of strategy and business development to establish high standards ... read bio WATCH OUR VIDEO BLOG ON THE COUCH Watch All Videos Previous EP 96 – WHY WE DO WHAT WE DO – OWNERSHIP EP 95 – WHY WE DO WHAT WE DO – DISTRIBUTIONS EP 94 – THE IMPORTANCE OF USING A SECURE PORTAL EP 93 – CRYPTOCURRENCY EP 98 – ASK THE NEW GUY EP 97 – WHY WE DO WHAT WE DO – CORRECTION PROGRAMS EP 96 – WHY WE DO WHAT WE DO – OWNERSHIP EP 95 – WHY WE DO WHAT WE DO – DISTRIBUTIONS EP 94 – THE IMPORTANCE OF USING A SECURE PORTAL EP 93 – CRYPTOCURRENCY EP 98 – ASK THE NEW GUY EP 97 – WHY WE DO WHAT WE DO – CORRECTION PROGRAMS EP 96 – WHY WE DO WHAT WE DO – OWNERSHIP EP 95 – WHY WE DO WHAT WE DO – DISTRIBUTIONS EP 94 – THE IMPORTANCE OF USING A SECURE PORTAL EP 93 – CRYPTOCURRENCY Next FREQUENTLY ASKED QUESTIONS A listing of frequently asked questions about the purpose of the follow up request for data I SENT EVERYTHING – WHY AM I GETTING THIS? Your Compliance Administrator has reviewed the information you sent and needs further information. You have probably received an email with additional questions. I NEVER RECEIVED A REQUEST FOR INFORMATION. Both the Compliance Questionnaire and the Census form were sent early in the year. You would have received an email with a link to your portal account or with attachments, depending on the type of Plan you have. If you cannot locate it, please contact us so that we can get the forms to you promptly. WHAT IS A COMPLIANCE QUESTIONNAIRE? The Compliance and Form 5500 Annual Questionnaire is the survey that collects the information we need to do the annual Form 5500 and compliance testing. WHY DO YOU NEED A COMPLIANCE QUESTIONNAIRE EVERY YEAR? Each question is specific to the year. Addresses, contact information, deposit dates, contribution decisions, company ownership and many other factors may change. All of the information we request is used either for your Form 5500 or for Plan compliance purposes. IF I SENT THE CENSUS SPREADSHEET, SHOULDN’T THAT BE ENOUGH? Yes, unless your Compliance Administrator has follow-up questions about some of the information. DON’T YOU ALREADY HAVE ASSET INFORMATION FROM OUR ACCOUNT/CONTRACT? We have access to most recordkeeper platforms. What is usually missing is brokerage account information. Your Compliance Administrator will tell you if anything specific is missing. SHOULDN’T YOU KNOW WHEN I MAKE THE CONTRIBUTION DEPOSIT? Since your deposit is due when your tax returns are, we need a hint when you actually make the deposit. FOR PENSION PLANS OF ALL TYPES, The deposit deadline is September 15, and actuaries need written confirmation before they can prepare your Form 5500 schedules. Read All FAQ's HUNTER BENEFITS NEWS Blog IRS CORRECTION PROGRAM by Webmaster July 13th, 2022 by Kelsey Mayo Partner, Poyner Spruill Kelsey’s practice is focused in the areas of Employee Benefits and Executive Compensation. She works with business owners and HR executives to understand and manage employee bene... read more Blog WHAT IS A 3(16) FIDUCIARY? by Webmaster July 5th, 2022 At Hunter Benefits we are implementing a new service! For businesses who want to save time, have more peace of mind, and reduce chance of fees for their 401(k) plans, our 3(16) fiduciary service will be great for you. At... read more Blog UNBUNDLED VS BUNDLED RETIREMENT PLANS – EXPLAINED by Webmaster June 21st, 2022 We often hear - "I use a bundled provider when the client wants something cookie cutter and I use a TPA when they need something creative." Do you really want your retirement plan to come off of the One-Size-Fits-All rac... read more Blog BEST PRACTICES FOR YEAR END PREPARATION by Webmaster October 4th, 2022 By Kelsey Mayo - Partner, Poyner Spruill It is hard to believe, but the end of the year is rapidly approaching! To avoid costly errors that can arise from inadvertent errors in the year-end crush, plan sponsors shoul... read more Blog QUALIFY FOR 3(16) FIDUCIARY SERVICES by Webmaster September 26th, 2022 A plan must pass Hunter Benefits 3(16) Audition before Hunter Benefits will commit to performing 3(16) Administrative Services for that plan. The audition is a review of the previous 2 plan years as well as the ... read more Blog STATE MANDATED VS EMPLOYER SPONSORED RETIREMENT PLANS by Webmaster July 19th, 2022 State mandated plans are the result of well intentioned state officials or representatives understanding the yawning retirement readiness gap facing many of their citizens. But missing out on a few details. In this artic... read more Blog IRS CORRECTION PROGRAM by Webmaster July 13th, 2022 by Kelsey Mayo Partner, Poyner Spruill Kelsey’s practice is focused in the areas of Employee Benefits and Executive Compensation. She works with business owners and HR executives to understand and manage employee bene... read more Blog WHAT IS A 3(16) FIDUCIARY? by Webmaster July 5th, 2022 At Hunter Benefits we are implementing a new service! For businesses who want to save time, have more peace of mind, and reduce chance of fees for their 401(k) plans, our 3(16) fiduciary service will be great for you. At... read more Blog UNBUNDLED VS BUNDLED RETIREMENT PLANS – EXPLAINED by Webmaster June 21st, 2022 We often hear - "I use a bundled provider when the client wants something cookie cutter and I use a TPA when they need something creative." Do you really want your retirement plan to come off of the One-Size-Fits-All rac... read more Blog BEST PRACTICES FOR YEAR END PREPARATION by Webmaster October 4th, 2022 By Kelsey Mayo - Partner, Poyner Spruill It is hard to believe, but the end of the year is rapidly approaching! To avoid costly errors that can arise from inadvertent errors in the year-end crush, plan sponsors shoul... read more Blog QUALIFY FOR 3(16) FIDUCIARY SERVICES by Webmaster September 26th, 2022 A plan must pass Hunter Benefits 3(16) Audition before Hunter Benefits will commit to performing 3(16) Administrative Services for that plan. The audition is a review of the previous 2 plan years as well as the ... read more Blog STATE MANDATED VS EMPLOYER SPONSORED RETIREMENT PLANS by Webmaster July 19th, 2022 State mandated plans are the result of well intentioned state officials or representatives understanding the yawning retirement readiness gap facing many of their citizens. But missing out on a few details. In this artic... read more Blog IRS CORRECTION PROGRAM by Webmaster July 13th, 2022 by Kelsey Mayo Partner, Poyner Spruill Kelsey’s practice is focused in the areas of Employee Benefits and Executive Compensation. She works with business owners and HR executives to understand and manage employee bene... read more Blog WHAT IS A 3(16) FIDUCIARY? by Webmaster July 5th, 2022 At Hunter Benefits we are implementing a new service! For businesses who want to save time, have more peace of mind, and reduce chance of fees for their 401(k) plans, our 3(16) fiduciary service will be great for you. At... read more Blog UNBUNDLED VS BUNDLED RETIREMENT PLANS – EXPLAINED by Webmaster June 21st, 2022 We often hear - "I use a bundled provider when the client wants something cookie cutter and I use a TPA when they need something creative." Do you really want your retirement plan to come off of the One-Size-Fits-All rac... read more * 1 * 2 * 3 * 4 * 5 * 6 OUR LOCATIONS COLORADO ILLINOIS 119 E Palatine Road Suite 104 Palatine, IL 60067 WASHINGTON RETIREMENT CONSULTING * Home * Contact Us * Secure Client Portal * Retirement Plan Proposal Form * New Client Payment HUNTER BENEFITS CONSULTING GROUP 119 E Palatine Rd #104 Palatine, IL 60067 MAIN LINE 877-354-3849 MAIN FAX 866-874-1622 FOLLOW US * Facebook * Twitter * LinkedIn * YouTube © 2022 Hunter Benefits. All rights reserved. Designed by EMSC * Privacy Policy * Terms of Use * Sitemap * Cyber Security Policy About Us Contact