For updates on COVID-19 and how it affects your retirement plan, please click the button below.
- beneficiary change
- employee contribution change
- annual questionnaire
- census – Excel spreadsheet
- distribution procedure
- loan procedure
- business change form
Click here for the Secure Client Portal
Click here for the Retirement Plan Proposal Questionnaire
The 2021 Annual Dollar Limits have been updated. Click the link below to see the most recent updates.
March 2020- We have started a new Vlog series called “On The Couch with Christopher and Katherine Tipper”! Go check it out under our News tab or at Hunter’s Vlogs
Scott Sevigny and his team in Spokane have an outstanding reputation for quality, service and support. We’re looking forward to working with them to help their expansion into a broader range of retirement plans.
Welcome aboard everyone!