SMA Services, Inc.

Services Offered

• Retirement plan administration
• Plan document maintenance
• 5500 preparation
• Match/profit sharing calculations
• Non-discrimination testing

About

SMA Services, Inc. is a financial consulting firm headquartered in Birmingham, Alabama, established in 1984. The firm specializes in retirement plan administration, offering services such as plan document maintenance, 5500 preparation, and non-discrimination testing to ensure compliance with ERISA regulations. As an independent third-party administrator (TPA), SMA Services, Inc. collaborates with various recordkeepers, providing flexibility in managing retirement plans. Their commitment to personal attention and competitive pricing makes them a valuable resource for businesses seeking effective retirement solutions.

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