Accounting and Recordkeeping

Our Accounting and Recordkeeping services account for all assets in the trust and provide reports for you – the employer – and participants.

Once your business has chosen a retirement plan, SVA can provide continuing management of your plan by assuming the accounting, recordkeeping and government compliance functions so that you can focus on growing and running your business.

New Plan Setup and Installation
Trust Accounting
Participant Recordkeeping – both daily valuation and balance forward
Compliance Testing