Retirement - Southern Medical Association

Simplifying the business side of medicine so you can enjoy the practice.

SMA Services Inc. is a wholly owned subsidiary of the Southern Medical Association (SMA) founded by its members in 1984 to address the business and financial needs of physicians. We know you want to run an efficient practice while taking care of your patients.  To do that, you need help on the business side of medicine.  Since 1906 we’ve been helping physicians transition throughout their careers from Medical School through retirement. We do this by focusing on education and the empowerment that comes from having the knowledge and resources you need to remain strong and independent.

SMA Services, Inc. Benefit

EBP Audit and Tax Services

Posted in: Business3 Payment and Revenue2 Retirement3 Business of Medicine1

SMA Services, Inc. Benefit

IRA

No matter where you are in your life, things can change. It's always important to save money. The trick is being able to earn interest on your savings, and have easy access to cash without having to pay steep penalties to get it when you need it. 

Posted in: Retirement3 Member Benefits38

SMA Services, Inc. Benefit

TPA and 401k

Get a complimentary, no-obligation, review of your company retirement plan. Learn how to improve your plan's effectiveness for both you and your employees and possibly even lower your costs.

Posted in: Retirement3 Member Benefits38

 Call 205-421-4193
[email protected]

Our Retirement Team

Vice President
SMA Services Inc.

Mark Massey
[email protected]
Ext. 211

Director of Retirement
Plan Development
Rob Masson
[email protected]
Cell: (985) 778-1980

Director of
Compliance Services

Betsy Schaaf, J.D.
[email protected]
Ext. 125

401(k)
Administrator

Joann Owens
[email protected]
Ext. 188

401(k)
Administrator

Laqueeta Perry
[email protected]
Ext. 190

IRA Accounts
Administrator
Bob Cantlay
[email protected]
Ext. 106

Our Partners