1st Quarter Compliance Calendar

With the start of the 1st quarter of the year, there are numerous 401(k) administration retirement plan compliance deadlines on the horizon.

Posted in: 401(k) 5 compliance 4 Deadlines 2

4th Quarter Compliance Calendar

With the start of the 4th quarter of the year, there are numerous 401(k) administration retirement plan compliance deadlines on the horizon.

Posted in: 401(k) 5 compliance 4 Deadlines 2

Getting to Know Clinton Adkison, SMA Services 401(k) Administrator

Clinton Adkison just recently celebrated his 1-year anniversary with SMA Services. He has been in Third Party Administration for a few years, and prior to that he was an educator.

Posted in: 401(k) 5 SMA 97 SMA Services Inc. 6

Getting to Know Ben Satterfield, SMA Services 401(k) Administrator

Ben has been in the 401k industry for more than 10 years and has experience in compliance testing, payroll aggregation, distribution processing, and plan document maintenance.

Posted in: 401(k) 5 SMA 97 SMA Services Inc. 6

Getting to Know Kristi Tawney, SMA Services 401(k) Administrator

Joining the SMA Services team in 2022, Kristi’s desire to help others complements her role as a 401(k) administrator perfectly.

Posted in: 401(k) 5 SMA 97 SMA Services Inc. 6
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