Q3 tax returns available Nov. 3

Third-quarter report packages will be available in isolved on Nov. 3 and include all tax returns that were filed by Insperity.

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Open Enrollment preparation checklist

As you prepare for Open Enrollment, one of the most important ways to help ensure a smooth and successful experience is by providing key information to Insperity as soon as it becomes available. To make the process easier, we’ve created an Open Enrollment Checklist that outlines the items we’ll need from you and when they should be submitted.

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Roth catch-up requirement of SECURE 2.0 and Insperity HRCore Compliance

Understand the new Roth catch-up requirements for Highly Paid Individuals in 2026, including contribution limits, how payroll will handle HPI contributions, and steps you can take to prepare.

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Indiana enhanced reporting requirements

Beginning with Q4 2026 wage reports, Indiana employers will be required to provide additional information as part of their regular quarterly wage reporting. The first enhanced wage report will be due Jan. 31, 2027.

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