Office Locations

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

Compliance Testing Review

It’s frustrating for employers to have deferrals returned every year when 401(k) discrimination testing fails. And sometimes it is very difficult to understand the multiple test results that are produced by all administration firms. You might have a simple question about why a test failed – but you might have a very complicated issue that requires changes to your plan design, features or formula.

SVA Plumb Retirement Plan Services often consults with employers by reviewing and explaining test results that were created by other providers and we make recommendations to improve those results whenever possible. We will run projected test and show you how our recommendations will give you the positive results you need to make your plan work for you.

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