Support For Every Partner //

Who We Serve

At Hunnex & Shoemaker, we work with employers, financial advisors, CPAs, and plan participants to make retirement plans easier to manage and more effective. Whether you're setting up a plan, supporting a client, or trying to locate your retirement funds—we're here to help you every step of the way.

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Financial Advisors

A trusted TPA partner for enhancing client relationships.

  • Collaborate on plan design strategies that align with client goals

  • Ensure compliance and reduce risk for shared clients

  • Handle administration so you can focus on advising

  • Keep you informed of regulatory changes impacting your clients

  • Deliver responsive service to support your practice

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CPAs & Accountants

Strategic plan guidance to support tax efficiency and compliance.

  • Coordinate with you on contribution strategies and deductions

  • Ensure plan documents and filings are audit-ready

  • Provide detailed reporting to support financial statements

  • Help your clients reduce risk and avoid penalties

  • Serve as a consultative partner for plan-related tax issues

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Read Compliance Corner →
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Employers

Plan sponsors looking for efficiency, compliance, and support.

  • Design and customize retirement plans that fit your goals and workforce

  • Handle daily plan administration, compliance testing, and Form 5500 filing

  • Provide secure access to plan documents and participant data

  • Offer personalized support and guidance for plan setup and changes

  • Educate your team on plan benefits and best practices

Employer Portal Login →
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Participants & Former Employees

  • Submit rollover or distribution requests online

  • Get help from our dedicated distribution team

  • Upload documents securely through our online portal

Locate My Funds →

Stay Current//

Compliance Corner

Stay informed with timely updates, deadlines, and insights to help employers, advisors, and CPAs maintain retirement plan compliance with confidence.

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