SMA Services

TPA and 401k

Is your employer-sponsored retirement plan meeting all your needs? Is it still in compliance?

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.

Don’t have a corporate retirement plan yet – we can help with that too.

SMA Services, Inc. is a full-service TPA (Third Party Administrator) for employer-sponsored retirement plans like 401(k)’s, 403(b)’s, 457’s, profit-sharing plans, etc. tailored to fit the needs of your business. TPA services include implementation/conversion assistance, plan design and consulting, plan document preparation and maintenance, year-end testing, form 5500 filing, and compliance expertise.

Features

  • Discount pricing for members;
  • No per participant fees as part of billing;
  • Annual fees starting at $950 for Safe Harbor plans;
  • All plans under $2,000;
  • Plan design consulting;
  • Assistance navigating through legislative changes like the Care Act and Secure Act;
  • Dedicated customer service representative.
Posted in: Retirement2 Member Benefits36