Make Us Your TPA

A Third Party Administrator (TPA) is an organization, such as SMA Services, Inc., that manages many of the day-to-day aspects of your employee retirement plan.

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

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.

View TPA Brochure

Independent TPA

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.

Our TPA Services

Plan Design and Implementation

Selecting, customizing and implementing a plan can be a complex process. Our professional staff will guide you through each step of the process including:

Defined Contribution Plan Recordkeeping and Administration

We perform the following services in order to provide smooth and efficient plan operation:

Defined Benefit Plan Actuarial Services and Administration

Our professional staff has the expertise and up-to-date technology to provide the necessary actuarial and administrative assistance to manage your defined benefit plan:

Annual Compliance Testing and Government Reporting

Our professional staff has the knowledge and expertise to help keep your retirement plan in compliance with federal laws and regulations and, should violations occur, provide you with methods of correction. We provide the following services, if applicable:

Consulting Services

Return To Top