Hunter Benefits Consulting GroupQualified Retirement Plan 2026

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Hunter Benefits Consulting Group, Inc. (HBCG) offers comprehensive consulting and administrative services for employee benefit plans, focusing on cost-effectiveness and timely reporting. As an independent Third Party Administrator, HBCG assists small- and medium-sized businesses with IRS and DOL compliance for various retirement plans, including 401(k) and Defined Benefit plans. With offices in Illinois, Colorado, and Washington, HBCG administers over 400 retirement plans and provides a range of services such as plan design, compliance testing, and actuarial valuation.
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  1. Click ‘Get Form’ to open the Hunter Benefits Consulting Group Qualified Retirement Plan in our editor.
  2. Begin with the 'Company Information' section. Fill in your company name, contact person, address, phone number, and email. Select your entity type from the options provided.
  3. Next, indicate whether this is a new plan or a takeover of an existing plan. Provide details about asset holders and any existing assets.
  4. Move on to 'Plan Information'. Answer questions regarding ownership in other businesses and existing plans. Specify if you want to maximize contributions for highly compensated employees.
  5. In the 'Prior Plan Information' section, disclose if there was a prior plan that has been terminated and its type.
  6. Finally, complete the 'Specific Goals' section by noting any additional objectives you have for your retirement plan.

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Qualified plans have annual contribution limits set by the Internal Revenue Service (IRS). Nonqualified plans, however, have no statutory contribution limits, allowing for much larger contributions.
A qualified retirement plan refers to employer-sponsored retirement plans that satisfy requirements in the Internal Revenue Code for receiving tax-deferred treatment. Most retirement plans offered by employers qualify including defined contribution plans like 401k plans and defined benefit plans like pensions.
If you have a 401(k) plan at your job or youre self-employed and contribute to a solo 401(k), then you have a qualified retirement plan thats also a defined contribution plan. Other types of qualified retirement plans include: 403(b) plans. SEP IRAs.
The non-qualified plan on a W-2 is a type of retirement savings plan that is employer-sponsored and tax-deferred. They are non-qualified because they fall outside the Employee Retirement Income Security Act (ERISA) guidelines and are exempt from the testing required with qualified retirement savings plans.
Examples of qualified deferred compensation plans include 401(k) and some types of IRA plans. Examples of nonqualified deferred compensation (NQDC) plans include supplemental executive retirement plans, salary reduction agreements, bonus deferral plans, and excess benefit plans.

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People also ask

Drawbacks of a qualified retirement plan Drawbacks of qualified retirement plans include: Employees may need to stay involved in the investments in the fund and switch priorities among investments as needed. Early withdrawals from qualified plans often carry substantial tax penalties.

Related links

Quarterly Update 9/30/21 (00402065).DOCX - BusFin@osu.edu

Dec 31, 2023 Kasey joined The Hunter Group, a consulting firm The University also maintains a tax-qualified retirement plan and a related Section 415(m)

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Hunter Benefits Consulting Group. 22, 18, 42160, 42160, Robertson, Lisa, Senior Administrator, Actuarial Services Group, Inc. 23, 19, 42160, 42160, Gould, Peter

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