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SMA Services, Inc.

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3500 Blue Lake Drive, Suite 360
Birmingham, AL 35243
About SMA Services, Inc.
  • Headquartered in Birmingham, AL, SMA Services, Inc. was established in 1984.

    Our primary business is retirement plan administration and we are committed to providing you with the resources you need to effectively select, manage, and monitor your retirement plan.

    As an independent TPA provider, we are able to work with any recordkeeper. This gives us a lot of flexibility and allows us to act in your best interests.

    Common administrative tasks including plan document maintenance, 5500 preparation, match/profit sharing calculations, non-discrimination testing and other tasks to keep a 401(k) plan in compliance with the Employee Retirement Income Security Act of 1974 (ERISA).

    Retirement Plan Services:

    Plan Design & Consulting
    Prototype Plan Documents
    Summary Plan Descriptions
    Conversion/Implementation Assistance
    Core Compliance Services
    Signature-Ready Form 5500
    Integrated Payroll

    What sets us apart?

    Extensive industry experience
    Competitive pricing
    Top-tier support
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