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

Step up your Game & Get through the Door

Learn how to get through the door, then compete, in the qualified plan space by understanding the unique needs of healthcare practices. Mark Massey will dissect the fees within a 401k plan and explain how to clearly articulate for the plan sponsor. Vital plan design tips and important IRS audit hot buttons will also be presented.

About the Speaker:

Mark Massey is Vice President of SMA Services Inc. A wholly owned subsidiary of the Southern Medical Association (SMA). With over 800 plans sold and over 30 years in the business, Mark has built his reputation as the go-to-person when it comes to qualified retirement plan design. His expertise in retirement plan strategies for business owners and their employees is second to none. 

Prior to joining SMA, Mark served as the National Vice President of Retirement Plans for United Wealth Advisors Group, LLC. Mark received his Bachelor’s Degree from the University of Memphis and currently holds FINRA Series 6 and 63 registrations. He is also a life, health, and property and casualty insurance licensed professional. He is an accredited instructor of continuing education for Certified Public Accountants in the State of Tennessee and provides continuing education training for many other organizations. Mark is a native of Memphis but now resides in Louisiana with his wife, Angie.