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TPA Profile
Birmingham, Alabama
smaservicesinc.com
Founded in 1984
Contact Information
Deb Catherall
205-421-4103
dcatherall@sma.org
SMA Services, Inc.
Headquartered in Birmingham, Alabama, SMA Services, Inc. was established in 1984 as a wholly-owned, for-profit subsidiary of the Southern Medical Association (SMA). At that time, its main purpose was to provide SMA members with personal and professional financial services ranging from insurance and retirement to travel.
While continuing to provide group services for the Southern Medical Association and its members, SMA Services, Inc. has expanded in scope and currently offers quality administrative services to everyone.
You do not need to be a member or even a medical professional
to take advantage of everything SMA Services has to offer.
That being said, we do have extensive experience working with medical-related businesses and professionals and if you are in the medical community, we are an excellent choice. We know your unique needs and can help you meet them.
Basic Info
Our Team
Years of experience administering retirement plans:
Number of employees dedicated to DC market:
Total employer sponsored retirement plan assets under administration:
Regarding
401k
administration:
401k Total Plans
401k Total Assets
401k Participants
Regarding
403b
administration:
403b Total Plans
403b Total Assets
403b Participants
Regarding
457b
administration:
457b Total Plans
457b Total Assets
457b Participants
Our Team
Mark Massey
Vice President
mmassey@sma.org
Rob Masson
Special Projects Administrator/Sales
rmasson@sma.org
Philanthorpy
Important Links
SMA Services, Inc.
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