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Effective URL: https://hunterbenefits.com/
Submission: On September 28 via automatic, source certstream-suspicious — 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 * SECURE 2.0 Tax Credit Calculator * Resources Page * Illinois Secure Choice or 401(k) * Pricing Policy * Retirement Plan Glossary * News * Blog * Vlog * Meet the Advisor * Whitepapers * Financial Professionals * Financial Professionals * Retirement Plan Proposals * Clients/ Employers * Clients/ Employers * Census Data Template Contact Us Today! SECURE 2.0 TAX CREDIT CALCULATOR Go to Calculator 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 CAN YOUR 401(K) BE SCAMMED? HOW MUCH MONEY DO YOU NEED TO RETIRE (2024) 401(K) HARDSHIP WITHDRAWAL 101: UNDERSTANDING THE RULES AND REGULATIONS (2023 FULL GUIDE) 5 BIG 401(K) CHANGES YOU NEED TO KNOW ABOUT IN 2024 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 CONVERTING YOUR SIMPLE IRA INTO A 401(K) PLAN: 8 ESSENTIAL STEPS by Webmaster July 11th, 2024 Converting your SIMPLE IRA to a 401(k) plan can be a strategic move for maximizing your retirement savings and offering a greater benefit to your employees. Here’s a comprehensive guide to help you navigate this process... read more Blog QACA SAFE HARBOR PLANS: A GAME CHANGER FOR BUSINESSES by Webmaster June 20th, 2024 In 2024, many successful businesses are leveraging Qualified Automatic Contribution Arrangements (QACA) Safe Harbor Plans to retain top-tier talent and optimize financial savings. But what exactly is a QACA Safe Harbor ... read more Blog WASHINGTON SAVES: A COMPREHENSIVE REVIEW by Webmaster April 23rd, 2024 The state of Washington has become the 16th state to implement a state-mandated auto-IRA program aimed at increasing retirement savings for private-sector workers. This new program, dubbed "Washington Saves," requires e... read more Blog UNDERSTANDING 401(K) LOANS: A COMPREHENSIVE GUIDE by Webmaster August 9th, 2024 In times of financial emergencies, borrowing money becomes a necessity. One potential source for such funds can be your 401(k) plan. In this blog post, we will discuss the intricacies of 401(k) loans and how to use them... read more Blog NAVIGATING LARGE PLAN AUDITS FOR 401(K) AND 403(B) PLANS by Webmaster August 2nd, 2024 As a retirement plan sponsor, ensuring your 401(k) or 403(b) plan remains compliant with regulatory requirements is crucial for smooth operation and for protecting your employees' interests. One significant aspect of ma... read more Blog 7 FIDUCIARY MISTAKES THAT CAN DESTROY YOUR 401(K) PLAN by Webmaster July 23rd, 2024 In the retirement industry, being a fiduciary carries significant responsibility. As a Plan Sponsor, you can't avoid this duty even if you hire professionals to manage your plan. Here are seven common fiduciary mistakes... read more Blog CONVERTING YOUR SIMPLE IRA INTO A 401(K) PLAN: 8 ESSENTIAL STEPS by Webmaster July 11th, 2024 Converting your SIMPLE IRA to a 401(k) plan can be a strategic move for maximizing your retirement savings and offering a greater benefit to your employees. Here’s a comprehensive guide to help you navigate this process... read more Blog QACA SAFE HARBOR PLANS: A GAME CHANGER FOR BUSINESSES by Webmaster June 20th, 2024 In 2024, many successful businesses are leveraging Qualified Automatic Contribution Arrangements (QACA) Safe Harbor Plans to retain top-tier talent and optimize financial savings. But what exactly is a QACA Safe Harbor ... read more Blog WASHINGTON SAVES: A COMPREHENSIVE REVIEW by Webmaster April 23rd, 2024 The state of Washington has become the 16th state to implement a state-mandated auto-IRA program aimed at increasing retirement savings for private-sector workers. This new program, dubbed "Washington Saves," requires e... read more Blog UNDERSTANDING 401(K) LOANS: A COMPREHENSIVE GUIDE by Webmaster August 9th, 2024 In times of financial emergencies, borrowing money becomes a necessity. One potential source for such funds can be your 401(k) plan. In this blog post, we will discuss the intricacies of 401(k) loans and how to use them... read more Blog NAVIGATING LARGE PLAN AUDITS FOR 401(K) AND 403(B) PLANS by Webmaster August 2nd, 2024 As a retirement plan sponsor, ensuring your 401(k) or 403(b) plan remains compliant with regulatory requirements is crucial for smooth operation and for protecting your employees' interests. One significant aspect of ma... read more Blog 7 FIDUCIARY MISTAKES THAT CAN DESTROY YOUR 401(K) PLAN by Webmaster July 23rd, 2024 In the retirement industry, being a fiduciary carries significant responsibility. As a Plan Sponsor, you can't avoid this duty even if you hire professionals to manage your plan. Here are seven common fiduciary mistakes... read more Blog CONVERTING YOUR SIMPLE IRA INTO A 401(K) PLAN: 8 ESSENTIAL STEPS by Webmaster July 11th, 2024 Converting your SIMPLE IRA to a 401(k) plan can be a strategic move for maximizing your retirement savings and offering a greater benefit to your employees. Here’s a comprehensive guide to help you navigate this process... read more Blog QACA SAFE HARBOR PLANS: A GAME CHANGER FOR BUSINESSES by Webmaster June 20th, 2024 In 2024, many successful businesses are leveraging Qualified Automatic Contribution Arrangements (QACA) Safe Harbor Plans to retain top-tier talent and optimize financial savings. But what exactly is a QACA Safe Harbor ... read more Blog WASHINGTON SAVES: A COMPREHENSIVE REVIEW by Webmaster April 23rd, 2024 The state of Washington has become the 16th state to implement a state-mandated auto-IRA program aimed at increasing retirement savings for private-sector workers. This new program, dubbed "Washington Saves," requires e... 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 © 2024 Hunter Benefits. All rights reserved. Designed by EMSC * Privacy Policy * Terms of Use * Sitemap * Cyber Security Policy About Us Contact