Plan Consulting

Our Services //

At Hunnex & Shoemaker, we go beyond paperwork. Our expert team assists with the day-to-day operations of your retirement plan—accurately, efficiently, and with care. From compliance to reporting, we help reduce your administrative burden while ensuring your plan runs smoothly year-round.

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– What’s Included

Plan Consulting Services

  • Annual compliance testing

  • Form 5500 preparation and other required filings

  • Annual benefit reporting

  • Loan and distribution processing

  • Secure document management and access

  • Audit coordinator and support

  • Timely communication and updates

  • Plan correction and amendment guidance

  • MEP and PEP administration

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Why Plan Consulting Matters

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Reliable & Accurate Reporting

Trusted Participant Support

Time Savings for Your Team

Fewer Compliance Risks

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  • Employers who need streamlined, hands-on support

  • CPAs seeking accurate and timely plan data

  • Financial Advisors managing retirement plans for their clients

  • Participants who need help accessing their benefits

Support for Every Role

— Solutions by Audience

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Supporting You Beyond Plan Design

– Additional Services

Discover the full range of retirement plan services we provide to support your team at every stage—from compliance to participant support.

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    3(16) Services

    We oversee fiduciary duties, filings, and distributions to keep plans compliant.

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    Custom Plan Design

    We create retirement plans tailored to your business goals and employee needs.

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  • A woman working at a desk with a computer, a notebook, a pen, and a small potted plant near a large window in a modern office.

    Plan Consulting

    We manage all aspects of plan setup, documents, and ongoing administration.

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