Why Partner With SMA Services, Inc.
We place a lot of value in developing relationships with the advisors with whom we work and strive to assist you in bringing value to your clients. Our goal is to provide you with everything you need to maximize your chances of closing each new opportunity.
If you are a Broker, Certified Financial Planner (CFP), or Registered Investment Advisor (RIA) we invite you to contact us to discuss how we may help you grow your retirement book of business.
Supporting Our Plan Advisors
We help you succeed by offering you competitive products and services with cost-effective fees. We assist you with proposals, illustrations, plan design and final presentations, helping you to communicate effectively with your clients.
We Are An 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.
When Our Plan Advisors & Plan Sponsors Win, We Win
Partners In Success
Our dedicated professionals work with you to understand your unique needs, goals, and specific vision for the retirement plan. With years of experience, we are able to help you achieve your goals in the best ways possible while maintaining compliance.
The complexities of retirement plans can be overwhelming but we are here to help. Allow us to help you save both time and money.
September 2018
August 2018
July 2018
- July 10, 2018
Rollover of Qualified Plan Loan – Tax Reform Extends Offset Payment Period
What do I need to know about the changes to the offset payment period?
June 2018
- June 22, 2018
Glossary of Retirement Plan Terms
A collection of retirement terms with simple definitions and examples to help you navigate retirement plans and understand them better.
