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Thank you for your interest in working with Hunter Benefits!
Please fill out and submit the form below and we will be able to generate a customized Fee Proposal for your plan.
Please note that we do need all the required information to complete an accurate proposal.
Basic Plan Information
Company Name
What Type of Plan are you looking for?
*
401(k)
403(b)
457(b)
Cash Balance
Defined Benefit
Other *
*If other please advise the type of plan you are looking for.
Who is the Record Keeper?
*
Please select all that apply
American Fund Plan Premier R2
American Fund Plan Premier R3
American Fund Recordkeeper Direct R2
American Fund Recordkeeper Direct R3
Empower
John Hancock
Mass Mutual
Nationwide
One America
Other**
Principal
Securian
T Rowe Price
Transamerica
Voya
**If other please provide the Record Keeper?
What is the Transfer amount? (If New or Start up plan enter 0)?
*
Total Expected Annual Deposit (Flow)?
*
How many Eligible employees are there in this plan?
*
How many Account Balances are there?
*
Is this a New Plan or Take Over?
*
New Plan
Take over
What is your Plan Year End?
*
Year
/
Month
/
Day
Plan Notes
Please list any plan specific notes what will help in the plan set up and design
Who is the Financial Advisor?
Submitter Information
First name
*
Last Name
*
Email - Full email required
*
Brokerage Firm
Plan Sponsor's Information (optional)
Plan Sponsor's Contact Person
Contact's Email
Company name
Street Address
City
State
Zip Code
Email
Submit