Links
Links to Account Balances
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Plans daily valued with Hileman
Associates (click our logo to access your
account balance):
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If your statement is daily valued at any of these
firms, you can utilize their link (by clicking on their
logo) to access your account balance:
Basic Plan Documents
Downloadable Administrative
Forms
Please click on the form below to download it. In
order to download forms, you will need Adobe Acrobat
Reader. If you do not have Adobe Acrobat Reader, you may
obtain a free copy by clicking
here:
Survey
We appreciate any feedback you can
offer us. Please feel free to fill out the appropriate
survey if you are currently or have been a client of Hileman
Associates.
Bonding
Information
- Bond amount should be at least 10%
of total plan assets, with maximum limit of $500,000
- Non-qualifying Plan Assets (such as
ESOPS and real estate) must be covered with a 100%
bond and the maximum limit is raised to $1,000,000
- Bonds are written in $10,000
increments
Qualifying Plan Assets are any assets
held by a financial institution, such as a bank,
insurance company, broker-dealer or regulated entity;
mutual funds; participant loans; qualifying employer
securities; self-directed individual account plans. Real
estate does not fall into this category unless held in
trust by an above institution.
Consult this DOL link for more details:
click here
Click here to obtain a quote and
complete an application
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Other Interesting
Links
Government
Links
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