3500 Blue Lake Dr Ste 360 Birmingham, AL 35243
(800) 423-4992

Our Partners

SMA Services, Inc. has developed strategic partnerships with the best in the industry, each dedicated to providing the highest level of services.

Learn more about our partners (below).


Interested in partnering with SMA Services, Inc.? Contact us at services@sma.org to discuss.

Ameritas Logo


At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished.

Backed by a foundation of financial strength, we offer a competitive array of insurance, employee benefits and financial products and services. And we service them in a highly welcoming, ethical and professional manner that builds lasting trust and enduring relationships.

We’re here to help customers put worry behind and the future ahead and help enable a life that’s rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled.

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American Fundy by Capital Group

The Capital System is our proprietary process for investing that, in combination with our consistent approach, has delivered superior long-term results.

Most funds are managed by an individual star performer or by a committee. But at American Funds, part of The Capital Group, we believe there is a smarter way — one that combines both individuality and teamwork and enables us to help investors achieve their real-life goals.

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John Hancock

At John Hancock we believe the team approach provides the best service possible for your plan. In partnership with plan consultants and financial advisers, we can help design and build a retirement plan specifically suited to meet your needs.

We know that no two individuals are alike. We offer tools, solutions, and advice to address the unique challenges and goals that come with retirement planning.

John Hancock Retirement Plan Services is steadfastly committed to helping you retire with dignity. Our Participants 1st® approach arms individuals with solutions, advice, and tools appropriate for their unique retirement challenges and goals.

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Lincoln Financial Group

Lincoln Financial Group provides advice and solutions that empower people to take charge of their financial lives with confidence and optimism.

Our core business areas—life insurance, annuities, retirement plan services and group protection—focus on supporting, preserving and enhancing people’s lifestyles and retirement outcomes.

Mass Mutual Logo


We know you have financial goals and aspirations. And when it’s time to start your planning, you may need some guidance along the way. That’s where MassMutual advisors can help. They have the experience and training to understand your needs and objectives, and can connect you to the products and solutions that can help you reach your goals.

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The success of a business is defined by its people. Netchex delivers HR solutions that are intuitive and empowering. Inspire employees with the best technology. Experience the support of personalized customer care. Trust a partnership over a platform. Discover how easy it is to make Netchex your own.

SMA Services has partnered with Netchex, a national payroll processing, and payroll tax preparation company for small- and medium-sized businesses to help you improve your payroll processes. They can prepare your payroll checks, administer your taxes, provide direct deposit and track employees’ time and attendance.

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Ohio National Financial Services

Life changes. We’ll be there.® At Ohio National, we’re committed to helping individuals, groups and businesses meet their financial goals by providing the best value in insurance protection and wealth accumulation options.

Ohio National Financial Services markets a variety of insurance and financial products in all states (except New York), the District of Columbia and Puerto Rico.

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Principal Financial Group

Founded in 1879, the Principal Financial Group® (The Principal®) is a global investment management leader. The Principal offers businesses, individuals and institutional clients a wide range of financial products and services, including retirement, asset management and insurance, through its diverse family of financial services companies.

A member of the FORTUNE 500®, the Principal Financial Group has $456 billion in assets under management and serves some 18.3 million customers worldwide from offices in 18 countries throughout Asia, Australia, Europe, Latin America and North America. The Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG.

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Transamerica has stood for innovation since 1904, when a young entrepreneur named Amadeo P. Giannini founded a bank in San Francisco to make financial services available to everyone.

Today, Transamerica encourages our customers to consider their long-term health in pursuit of their financial success. Because just like with planning and saving, we believe the little steps we take today can make a big difference for tomorrow.