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!

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

Frequently Asked Questions

A listing of frequently asked questions about the purpose of the follow up request for data

Your Compliance Administrator has reviewed the information you sent and needs further information. You have probably received an email with additional questions.

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.

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.

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.

Yes, unless your Compliance Administrator has follow-up questions about some of the information.

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.

Since your deposit is due when your tax returns are, we need a hint when you actually make the deposit.

The deposit deadline is September 15, and actuaries need written confirmation before they can prepare your Form 5500 schedules.

Hunter Benefits News

Our Locations

locations map locations map

Colorado

Illinois

119 E Palatine Road
Suite 104
Palatine, IL 60067

Washington