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

Customer Support


Have questions about your retirement plan?

Find the answers you need in the Frequently Asked Questions (FAQ) below or contact us. We are happy to help.

Customer Support

Request Support

Retirement Support

  • Please give us as much detail as possible about your issue.

Rob Masson
Director of Retirement Plan Development

(985) 778-1980
rmasson@sma.org

Joann Owens
Qualified 401(k) Administrator
(800) 423-4992 Ext. 188
jowens@sma.org

Mark Massey
Vice President
(800) 423-4992 Ext. 211
mmassey@sma.org

Bob Cantlay
New Business Administrator
(800) 423-4992 Ext. 106
bcantlay@sma.org

Call or email with questions.