Retirement Plan Administration

Madison, WI
1221 John Q Hammons Dr.
Madison, WI 53717

Milwaukee, WI
18650 W. Corporate Dr.
Suite 200
Brookfield, WI 53045

Appleton, WI
4321 W. College Ave.
Suite 300
Appleton, WI 54914

Rockford, IL
6952 Rote Rd.
Suite 400
Rockford, IL 61107

(888) 856-8801

Document Services

A complete Retirement Plan Document Services package, including all necessary administrative forms, streamlined paperwork and processing.
Once you select a plan, we will obtain IRS approval, if needed. The document package may include:

Plan Adoption Agreement and Trust Agreement

Summary Plan Description

Salary Deferral and Investment Election Forms

Distribution Forms

Loan Documents

Qualified Domestic Relations Order Procedure

To learn more how SVA Plumb Retirement Plan Services can assist your organization, contact us at (888) 856-8801.