Importance of Beneficiary Information

Taking care of our IRA participants is one of the most important features we provided.  Some providers would simply turn over the assets of an account that has a deceased owner to the state.  Without beneficiary information this is a real possibility.  At SMArt 401k we are willing to go…

Posted in: IRA 2 SMA Services 4

SMA Services Offers Group IRA Product for Individuals

SMAS offers a unique group IRA product through Ameritas Life Insurance Company for individuals that is available with a guaranteed, fixed rate of return.

Posted in: IRA 2 SMA Services 4

SMA & SMA Services Inc., Are Moving – New Address Effective May 16

Effective May 16, 2025, SMA and SMA Services, Inc., will have a new address: 200 Cahaba Park Circle, Suite 117, Birmingham, AL 35242

Posted in: SMA 95 SMA Services 4

SMA Services, Inc., Offers SMArt Solo(k)

SMA Services, Inc., is pleased to offer SMArt Solo(k), a full-scope Qualified Retirement 401(k) Plan, for the solo-business owner

Posted in: SMA Services 4
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