To maximize the value of your retirement plan, you need tools and good resources. You want your plan to mirror the goals you have set with your accounting or investment professional. Our staff has extensive experience working with the investment and accounting communities as well as regulatory institutions. Contact us for forms:
- beneficiary change
- employee contribution change
- annual questionnaire
- census – Excel spreadsheet
- distribution procedure
- loan procedure
- business change form
Click here for the Secure Client Portal
From set up to maintenance, Hunter Benefits offers comprehensive support to accounting and financial professionals for their clients on employer sponsored retirement plans. Both the tax code and the regulatory environment continue to change and there are multiple demands on employers to have successfully run plans. Hunter Benefits has the expertise to manage these issues and to support your value proposition. Some business owners will build their retirement portfolio over their entire career and some owners have only a few short years of significant cash flow. Hunter Benefits can help design the retirement plan and develop the strategy that helps your client build the plan that fits their situation. Hunter Benefits Consulting Group does the testing and plan design support to help maximize results in a plan while keeping a plan’s statutory compliance and tax-qualified status.
Click here for the Advisor Portal
Click here for the Retirement Plan Proposal Questionnaire
Effective June 9, 2017, the DOL’s Conflict of Interest Rule/Fiduciary Rule will be in effect. This rule expands the definition of “fiduciary” and requires Impartial Conduct Standards for exemption from prohibited transactions. DOL FAQ
As a result of the new Securities and Exchange Commission (SEC) rules, by October 14, 2016, the money market fund in your retirement plan will behave differently.
The Department of Labor announced on April 8, 2016, that the new fiduciary rules will start to go into effect April 10, 2017.
We are expecting to start the defined benefit plan amendment and restatement process by the end of 2017.
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