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

Board of Directors

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Stuart Goodman, MD
Chair

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Donna Breen, MD, FACS
Co-Chair

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Loretta Loftus

SMA President | Ex Officio

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Rick Spence, Executive Vice President

Direct: (205) 564-1108

[email protected]

Home Office

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Ben Satterfield, 401(k) Administrator

Direct: (205) 855-7228

[email protected]

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Clinton Adkison, 401(k) Administrator

Direct: (205) 421-4125

[email protected]

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Erin Sunderman, Retirement Coordinator

Direct: (205) 421-4110

[email protected]

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DeAnn Spence, Operations

Direct: (205) 421-4190

[email protected]