Meet SMA Services Director of Sales – Deb Catherall
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. This position will allow her to utilize all her professional experience with “group qualified retirement plans.”
Deb is committed to collaborating with financial professionals, insurance brokers, small-to-mid sized business clients, as well as wholesalers and CPAs to explore and design qualified retirement plan solutions to maximize tax advantages and savings for employers and their employees.
As an independent TPA, SMA Services, Inc., has the freedom to partner with all recordkeeping and investment platforms. This allows SMA Services, Inc., to objectively focus on the myriad of available plan provisions, administrative, and compliance complexities while allowing complete investment platform flexibility.
Please reach out and allow us to collaborate with you and your clients - let’s discuss the employer’s objectives for offering a retirement plan solution and see how we can help maximize the benefits.
On an ongoing basis, we provide dedicated, personalized, all-inclusive administration and compliance services. We are here to serve the needs of your retirement plan in any way we can.
You can email Deb firstname.lastname@example.org or call her directly (205) 421-4103.
Founded in 1984, SMA Services, Inc., is a wholly owned subsidiary of the Southern Medical Association that is a leading Third Party Administrator (TPA) providing all-inclusive plan administration, plan design, consulting and compliance services. The Southern Medical Association was founded in 1906 and SMA’s mission is to improve quality of patient care through multidisciplinary, interprofessional education.