Tax Reporting

Tax Reporting

All reports required by the Internal Revenue Service and the Department of Labor are included in our Tax Reporting service.

SVA Retirement Plan Services, LLC has extensive tax expertise to help you comply with the Internal Revenue Service and U.S. Department of Labor regulations. Our retirement plan professionals will prepare:

  • Form 5500 and required schedules
  • Summary Annual Report
  • Forms 1099-R, 945 and 1096

We also will assist with IRS and Department of Labor audits.