Posts Tagged ‘Retirement Services’
SMA Services, Inc., Offers SMArt Solo(k)
SMA Services, Inc., is pleased to offer SMArt Solo(k), a full-scope Qualified Retirement 401(k) Plan, for the solo-business owner: Includes all standard 401(k) features but packaged and affordable for the solo business owners (no W-2 employees, except a spouse) No compliance testing required No 5500 Forms to file (until assets reach $250,000, but we handle that…
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Meet Kristi Tawney, SMA Services 401(k) Administrator
Kristi Tawney began working in the 401(k) industry at the start of 2020. With the COVID-19 pandemic occurring shortly after, she realized that may not have been the ideal time to change careers, but she has no regrets. “It was the perfect fit for myself and my family, Kristi recalled. “ I originally started with…
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