Ten Reasons To Choose SMA Services, Inc. for your Employer- Sponsored Retirement Plan


For over 25 years, businesses and plan sponsors have chosen to work with SMA Services, Inc, because of our vision, experience and belief in collaboration. What this means to you….we walk you through a process that aligns your business and personal intentions with a suitable plan of action. The real benefit is the clarity, support and measurable results you will have the potential to achieve in reaching your retirement goals for you and your employees.




We collaborate with you at every step of the process, from fund selection, to investment mapping, to employee education and ongoing compliance.

Open Plan


We are an independent financial organization. The retirement plan that we help you choose is based on your specific needs and intentions. We are able to offer you a wide array of plans from top carriers that are based on your goals…not ours.

Education Platform

For All Plan Participants


We offer education for your employees not only on the retirement plan, but on an expansive range of areas such a college funding strategies, estate planning, retirement income strategies and investor education. We offer on-line tools and an in-person seminar to help educate participants. All this is available at no additional fee.



We are your partner in your retirement planning. We provide you with valuable information, tools, services and communication to help you meet your fiduciary responsibilities.



We help you focus on maximizing your available opportunities. This includes plan investments, tax-advantaged saving strategies and the innovative opportunities you have in plan design.

Wide Range of

Investment Options

We provide retirement plans that offer extensive investment options and flexibility. We offer plans that provide comprehensive asset allocation models and target-date portfolios.
Sense of Security
We strive to have your retirement plan function the way you intend for you and your employees.



Ease of plan access to updates, transactions, legislative and functionality changes.

Full Spectrum

Of Capabilities

Complete strategies for your retirement needs using the most desired tax-advantaged programs.
With over 25 years of experience serving the needs of businesses and plan sponsors, SMA Services, Inc will help present solutions to you and your employees through a consultative approach.

Kim Woods, CRPS, AIF®
Director of Financial Services

SMA Services, Inc.
3500 Blue Lake Drive, Suite 360
Birmingham, AL 35243
Within Alabama: 205.945.1840
Outside Alabama: 800.423.4992
Fax: 205.942.0642