Get Hunter Benefits Consulting Group Retirement Plan Proposal Questionnaire 2015-2026

Completing the Hunter Benefits Consulting Group Retirement Plan Proposal Questionnaire online is a straightforward process that will help gather essential information about your retirement plan needs. This guide provides a step-by-step approach to effectively fill out the questionnaire, ensuring a smooth experience.

Follow the steps to complete the questionnaire efficiently.

1. Click ‘Get Form’ button to access the questionnaire and open it for editing.
2. Begin by filling out the 'Company Information' section. Provide details such as the company name, contact person, address, and phone number. Select the type of entity from the options available.
3. Continue with the fiscal year, date of incorporation, and the number of eligible participants. Indicate whether this is a new plan or a takeover of an existing plan.
4. In the 'Plan Information' section, answer whether the owners are part owners in any other business, and if the company has an existing plan. If applicable, specify the type of existing plan.
5. Indicate if the company wants to maximize contributions for highly compensated employees or minimize them for other employees. Provide the approximate target contribution amount if known.
6. In the 'Prior Plan Information' section, state if the company has ever had a prior plan. If yes, name the type of terminated plan.
7. Next, outline any specific goals you have for your retirement plan under the 'Specific Goals' section.
8. Complete the 'Confidential Census' section by entering the required details for both owners/family members and employees, including names, relationships, dates of birth, dates of hire, hours of service, ownership percentage, and annual compensation.
9. Once all sections are filled out, you can save your changes, download, print, or share the completed questionnaire as needed.

Take the next step in your retirement planning by completing the questionnaire online today.