About

Established 1984

SMArt 401k, 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.

WHO WE ARE

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
Team

Board of Directors

goodman-1

Stuart Goodman, MD
Chair

antos-1

Donna Breen, MD, FACS
Co-Chair

loftus

Loretta Loftus

SMA President | Ex Officio

Rick

Rick Spence
Executive Vice President

Direct: (205) 564-1108

[email protected]

Home Office

Ben

Ben Satterfield, 401(k) Administrator

Direct: (205) 855-7228

[email protected]

Danny

Danny Mai, 401(k) Administrator

Direct: (205) 421-4106

[email protected]

Clinton 2

Clinton Adkison, 401(k) Administrator

Direct: (205) 421-4125

[email protected]

Erin

Erin Sunderman
Retirement Coordinator

Direct: (205) 421-4110

[email protected]

Deann

DeAnn Spence
Director of Operations

Direct: (205) 421-4190

[email protected]