Custom Plan Design
Our Services //
A well-designed retirement plan isn’t one-size-fits-all. At Hunnex & Shoemaker, we collaborate closely with your team to build a retirement plan that aligns with your company’s size, goals, and employee needs—while remaining fully compliant with IRS and DOL regulations.
+5B
Capital Investment
Plans Created
+2000
+45
Years of Experience
– What’s Included
Plan Design Services
Plan type selection (e.g., 401(k), 403(b), Profit Sharing, Safe Harbor, Cash Balance)
Contribution and match strategy guidance
Vesting schedules and eligibility options
Nondiscrimination testing and compliance review
Plan document drafting and review
Collaboration with financial advisors, CPAs, and recordkeepers
Ongoing updates to meet legislative or regulatory changes
Why Custom Plan Design Matters
Increased employee retention
Optimized tax advantages
Fewer compliance risks and surprises
Growth that scales with your business
Business owners launching a new retirement plan
Employers redesigning or merging existing plans
Financial advisors looking to strengthen their client offerings
CPAs seeking plan support for business clients
Organizations moving away from cookie-cutter bundled solutions
Who We Design Plans For
– Our Clients
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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Plan Consulting
We manage all aspects of plan setup, documents, and ongoing administration.
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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.
