Smart, the global retirement technology leader that entered the US in 2020 to provide recordkeeping and retirement savings solutions for pooled employer plans under the SECURE Act, announced today that it is concluding a $228M Series D funding round.
Former LGIM CEO and J.P. Morgan’s Former Head of Retirement Solutions join Smart founders and US CEO to form inaugural US board of directors.
There’s a new sheriff in town when it comes to the 401(k) arena. It’s called a 401(k) Pooled Employer Plan (or “PEP” for short).
Jodan Ledford is the US CEO of Smart, providers of Smart Pension, a pensions and retirement technology business. He advises that, despite the challenging global environment, 2020 was “an outstanding year for Smart.”
Several recent surveys reveal that the financial impact of the pandemic is forcing many employees to rethink their retirement plans.
A new survey from YouGov and Smart, a benefits advisory company, reveals increased retirement income concerns among many plan participants. Visit here for more details.
42% of respondents over the age of 55 say they have never received any advice on finances in retirement'
They say it will give retirement plan participants a longer window in which to increase their savings, tax deferred.
Comes as new research finds that 1 in 8 UK adults aged 55+ are to delay retirement due to Covid pandemic.
Health and retirement benefit plan sponsors will likely see efforts to reduce health costs for Americans and a rolling back of current administration efforts, especially on ESG investing.
The team will launch a US recordkeeping solution for Pooled Employer Plans in time for SECURE Act 2.0 roll-out
A marketer of retirement plan software has brought on board a handful of senior executives to help lead its launch in the United States, where it plans to focus on the pooled employer plans that are launching next year.
One retirement plan industry executive says his conversations with members of the U.S. House and Senate make him optimistic that Congress could act sooner rather than later on the new legislation.
An international behemoth just entered the U.S. 401(k) market in time to help plan fiduciaries and participants prepare of the implementation of the SECURE Act.
Almost a year after passage of the SECURE Act, the U.S. retirement plan market is preparing for what could be the biggest change to employer-provided retirement benefits since the launch of the 401(k) plan.
Smart, a large London-based online record keeper, has established operations in the U.S. to take advantage of anticipated business opportunities emanating from the SECURE Act, the company announced.
Retirement fintech provider Smart is launching its pensions business in the US today. Smart already offers a master trust in the UK, which now runs over 70,000 retirement plans on it.
With retirement savings industry Veteran Jodan Ledford at the helm, Smart enters the US market with industry adoption already on a par with the country's second-largest recordkeeper by number of plans.
Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans.
The changes are announced following the close of a recent funding round and reflects a new international structure.