Why Partner with SMA Services, Inc.
When you partner with SMA Services, Inc., you are actually treated like a partner, not a nameless, faceless customer, or a number. You gain a trusted retirement plan expert focusing on meeting your unique retirement goals. A company able to provide all the tools and resources needed to ensure success. And of course, our exceptional customer service.
We don’t offer a one-size-fits-all style of plan design, we work with you to help you design your unique plan.
Our core business is retirement plan administration. We are not like many of the banks, insurance companies, mutual funds, and brokerage firms who provide retirement plan services as an addon.
What Sets Us Apart?
Our experience and commitment to customer service set us apart. We are committed to providing you with the resources you need to effectively select, manage, and monitor your retirement plan. Our extensive industry experience, quality products, competitive pricing, and top-tier support, set us apart as a reputable TPA provider.
Supporting Our Plan Sponsors
We have the expertise to provide you with the solutions you need to meet your goals. Unlike some other TPA providers, you will not be just another client, a number in the system. We pride ourselves on the quality of our customer service, and it shows.
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 20, 2018
Get a FREE “check-up” for your company retirement plan.
Determining whether your retirement plan is being properly administered can be a critical element to reducing future plan costs and administrative headaches.
- 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.
