Retirement Plan Administration
Once you select a plan, SVA offers all the services needed to administer your plan.
As a part of your plan’s administration, you can expect
document services, accounting
& recordkeeping and
tax reporting services from our retirement professionals.
Periodic reports will be provided to participants in regard to earnings, contributions,
and vested balances.
In addition, SVA will annually prepare:
- Form 5500
- Form 1099
- Summary Annual Report
SVA will also assist the business’ plan administrator with the enrollment of new
participants.
During the administration process, numerous compliance tests are performed to ensure
that the plan and participants comply with IRS regulations and corrective action
is taken when needed.
To learn more how SVA Plumb Retirement Plan Services can assist your organization,
contact us at (888) 856-8801.