The SMArt IRA Program

May 17, 2023

With our SMArt IRA program, employees whose employment status changes have a simple, penalty-free option to roll their 401(k) into our IRA; allowing them to keep earning 4.1% on 100% of their savings, rather than forfeiting 30% of its value to fees and penalties. Find out more by watching these videos today. Video 1 Video…

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SecureAct 2.0 – What You Need to Know

May 4, 2023

SecureAct 2.0 – What You Need to Know In this Webinar, Mark Massey (SMA Services Senior VP) and Rick Spence (VP & Director of Admin) discuss what this new legislation means for you and your company.

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I recently had to contact (redacted) regarding a dividend payment. I won't go into the long story but I had the good luck to get Kristi Tawney on the phone. She was so helpful in solving the problem. She went out of her way to get to the bottom of the problem and guided me thru the solution to get it fixed. Her kindness and caring was much needed. After the early experience with a certain bank getting someone smart and kind was such a pleasure. She is a great asset to your company.

Carolyn Wieteler-Benford

Every person I have had the opportunity to speak with has been very helpful, kind, and knowledgeable. Thank you for your guidance in this process.

Evelyn Puisseau - Baskal Korkis 

Thank you for always helping me with my end of the year paperwork. I appreciate your kindness and patience with me.

Jessica Jean - Parkway Medical Group, PC

I have nothing but praise for Rick & Kristi. They have been kind, helpful and knowledgeable in every way possible.
Kathleen Bridenhagen - Bjugan Enterprises