Retirement Plan Administration and Consulting

401(k) - 457 - 403(b) - Solo K - Profit Sharing Plans

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

smaservicesinc.com | tpa@sma.org | (800) 423-4992

• Plan Consulting• Flexible Plan Design• Prototype Plan Documents• Summary Plan Descriptions• Conversion/Implementation Assistance• Core Compliance Services

Our dedicated professionals work with you to understand your unique needs, goals and specific vision for your retirement plan. SMA Services works with all different types of businesses in all industries across the country.

Mark Masseymmassey@sma.org

(901) 355-2559

Rob Massonrmasson@sma.org

(985) 778-1980

We serve as the bridge between the employer, the plan’s financial advisor and the investment/recordkeeping platform.

smaservicesinc.com | tpa@sma.org | (800) 423-4992

CALL US TODAYGet a complimentary analysis of your current corporate retirement plan

or inquire about starting a plan for your company.

CONTACT US TODAYsmaservicesinc.com | tpa@sma.org | (800) 423-4992

We can help you navigate through the complexities that come with a qualified retirement plan and can even assist in starting a new plan.

Administrative Fee ScheduleInitial Set-Up FeePrototype Plan $500

Annual Administration FeeNon Safe Harbor $1,850

Safe Harbor $950

The above fees cover the following:

• Prototype Documents (Adoption Agreement, Plan

Document, and Summary Plan Description)

• Annual Reports and Related Schedules (5500 SF)

• Testing

• Vesting Calculations

• Assistance with Eligibility and Contribution Calculations

• Distribution Calculations

• Onboarding and plan set up support