SMA Services, Inc.

Rating: 0 - Write A Review
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
Competitors of SMA Services, Inc.
  • Benefit Planning Consultants, Inc.

    BPC offers a comprehensive COBRA Administration service that includes dedicated customer service representatives knowledgeable in COBRA legislation, monitoring deadlines, meeting COBRA compliance regulations and thorough documentation of COBRA notices.  BPC is committed to helping Employers... Read More
  • Strategic Benefits Advisors

    Strategic Benefits Advisors, Inc. (SBA) is an independent, full-service employee benefits consulting firm focused on creatively and effectively solving complex benefits issues for clients ranging from 500 to over 250,000 employees. Founded in 2002 by veteran consultants Mindy Zatto and Andy... Read More
  • Associates Financial Group, Inc.

    Associates Financial Group, Inc. (AFG) is an insurance and financial services firm with a focus on the financial needs of businesses and business owners. Located throughout the country, our experienced Advisors are positioned to help you accomplish the financial goals of your business. Read More