Third Party Administrator (TPA) Services - Southern Medical Association

Third Party Administrator (TPA) Services

You do not have to be a member to participate.

However, as a member you will receive many other great benefits.

Retirement plan services you can count on.


A Third Party Administrator (TPA) is an organization, such as SMA Services, Inc., that is hired by the 401(k) Plan Sponsor to run many day-to-day aspects of the retirement plans.

SMA Services, Inc. is an independent third party administrative services firm, allowing them to work with a variety of investment professionals.

SMA Services, Inc. is an appointed TPA partner with many of the Retirement Plan Investment providers.


Call Joann Owens at 800-423-4992 ext. 188. for more information about Third Party Administrator Services.

  • Plan Design and Consulting
  • Installation and Maintenance
  • Prototype Documents and Amendments
  • Summary Plan Description
  • Full Compliance Testing Services
  • 5500 Preparation
  • Summary Annual Report
  • Eligibility Calculations
  • Distribution and Loan Processing
  • Track Vesting
  • Allocation of Forfeitures and Profit Sharing Allocations
  • Employee Communications
  • Unlimited Calls to Our Service Representatives

How will Third Party Administrator (TPA) Services benefit you?

Our retirement solutions are designed with your needs in mind. TPA services is our core competency and  we provide a broad suite of retirement plan services — helping reduce your burden and potentially saving you money.

Plan design is more than choosing from a list of features. We get to know your organization and understanding the unique challenges your participants face.

How to take advantage of our Third Party Administrator (TPA) Services?

To take advantage of our Third Party Administrator (TPA) Services, contact Joann Owens at 800-423-4992 ext. 188.

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