Section 603 of the SECURE 2.0 Act added a new requirement that high-income individuals must make their catch-up contributions on a Roth basis.
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.
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.
Joining the SMA Services team in 2022, Kristi’s desire to help others complements her role as a 401(k) administrator perfectly.
Deb Catherall recently joined SMA Services, Inc., as Director of Sales. After 26 years at Ameritas, she has spread her wings and decided to join SMA Services, a leading third-party administrator (TPA) for qualified retirement plans.
SMA Services, Inc., a wholly owned subsidiary of the Southern Medical Association, is pleased to announce the appointment of Rick Spence as the Executive Vice President of SMA Services, Inc. Rick joined SMA Services in 2022 and most recently served as Vice President, Director of Administration.
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