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.
- 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.