Once your business has chosen a retirement plan, there is a significant amount of setup and continuing administration required. SVA can provide continuing management of your plan by assuming the data entry, accounting, recordkeeping and government compliance functions so that you can focus on growing and running your business.
 |
SVA offers a complete document package, including all necessary administrative forms. Once a plan is selected, we will obtain IRS approval, if needed. The document package may include:
- Plan adoption agreement and trust
- Notice to employees
- Summary plan description
- Administration forms (Designation of Beneficiary, Salary Deferral Agreement, etc...)
- Determination letter applications
|
SVA Retirement Services, LLC has extensive tax expertise to help you comply with the Internal Revenue Service and U.S. Department of Labor regulations.
Our tax professionals will prepare:
- Form 5500 and required schedules
- Summary Annual Report
- Form 1099-R's, 945's and 1096's
- Assist with IRS and Department of Labor Audits
|