Helping each business reach their retirement goals since 1999

Hunter Benefits Consulting Group, Inc.

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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.

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Clients / Employers

Your priority is running your business. We will help you cut through the complexity of managing your retirement plan. A well run plan is an excellent benefit for you and your employees – providing tax advantages today and savings for a well planned future. Value.

You get service for your plan when you need it – we manage the annual compliance cycle. Over time, your business may change from start-up to multi-location. The business environment is not static – your plan should both keep pace with your business needs and conform to expanding regulatory requirements.

  • Beneficiary change
  • Employee contribution change
  • Annual questionnaire
  • Census – Excel spreadsheet
  • Distribution procedure
  • Loan procedure
  • Business change form

Click here for the Secure Client Portal

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Advisors

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.

Do you have any Questions? Contact Us Today!

Announcements

February 2021

The 2022 Annual Dollar Limits have been updated. Click the link below to see the most recent updates.

Annual Dollar Limits

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.

Hunter's Vlogs

January 2019

We are extremely pleased to announce our merger with Carlson & Sevigny TPA Services, Inc. out of Spokane, Washington.

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.

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....

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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 ...

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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

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Colorado

Illinois

119 E Palatine Road
Suite 104
Palatine, IL 60067

Washington