Retirement - Southern Medical Association

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

SMA Services, Inc. is a leading Third Party Administrator (TPA) providing all-inclusive plan administration, plan design, consulting and compliance services tailored to fit your specific business needs.

We are committed to providing you with the resources needed to effectively select, manage and monitor your qualified retirement plan. Our team can work with all recordkeeping and investment firms.

What sets us apart

  • Extensive industry experience, servicing clients since 1984
  • Cost savings, with no annual per-participant fees
  • Dedicated consultants available to all clients throughout the entire process
  • Customized plan design

SMA Services, Inc. Benefit

EBP Audit and Tax Services

Posted in: Business3 Payment and Revenue2 Retirement3 Business of Medicine1

SMA Services, Inc. Benefit


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 Benefits37

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 Benefits37

 Call 205-421-4193
[email protected]

Our Retirement Team

Vice President
SMA Services Inc.

Mark Massey
[email protected]
800-423-4992 ext. 101

Director of
Compliance Services

Betsy Schaaf, J.D.
[email protected]
800-423-4992 ext. 125


Laqueeta Perry
[email protected]
800-423-4992 ext. 190

Our Partners