Stay ahead of key retirement plan deadlines and IRS Roth catch-up rules. Learn about 2024 filing dates, 2026 Roth requirements, and essential plan sponsor notice obligations.

Learn about key 2024 plan year deadlines and critical changes coming in 2026 under SECURE 2.0, including mandatory Roth catch-up contributions and new super catch-up limits for participants aged 60–63.

Stay compliant in 2025 with Hunnex & Shoemaker's latest Compliance Corner update. Learn about key deadlines, missing participant duties, and new self-correction rules for late plan contributions.

Stay ahead of 2025 deadlines with our 4Q Compliance Corner. This quarter's update includes crucial reminders for year-end census submissions, upcoming compliance deadlines, and 2025 plan limit changes. Don’t miss key insights to help keep your retirement plans on track and compliant.

With Q3 behind us, calendar year plans should have completed their 2023 annual plan administration and filed Form 5500 electronically—or be in the process of doing so. If you've received correspondence from Hunnex & Shoemaker regarding any outstanding items, please respond as soon as possible to ensure timely filings.

Get up to speed on Q2 retirement plan compliance deadlines, mid-year testing, and required participant notices. Hunnex & Shoemaker’s Compliance Corner outlines key steps to keep your 401(k) or retirement plan on track and audit-ready.

Kick off the year with a clear view of key deadlines, contribution limits, and important plan updates. From annual census collection to changes in plan compensation thresholds, this edition helps ensure you're aligned, prepared, and fully compliant.

Stay on track with key year-end deadlines and updates for retirement plans. This Q4 2023 Compliance Corner highlights 5500 filing extensions, RMD processing, safe harbor notices, and SECURE 2.0 changes.