A total of 72 PPP filed from January to September 2021
Capitol Hill is haggling over the budget, aiming to expand small-business programs and create more opportunities for protected lifetime income solutions.
Smart Released a Special Report for Policymakers on How the Auto IRA/Plan Legislation Will Enhance Retirement Security for Americans, and How Simple it is for Small Employers to Comply
Budget reconciliation legislation set for debate in Congress gives top billing to universal paid family and medical leave, but key retirement policies also stand out, including a broad mandate for employers to offer retirement plans.
Smart USA Co., the London-based retirement technology company, will locate its U.S. headquarters in Nashville, Tennessee.
Roughly seven million people have made Tennessee their personal home, and the number keeps growing. The number of companies picking Tennessee as their corporate home is continually on the rise, too, for a wealth of important business reasons.
The case for pooled employer plans is compelling, especially to address the fact that there are 5 million to 6 million companies in the U.S. and just 650,000 defined-contribution plans.
Tennessee Gov. Bill Lee on Wednesday announced that Smart USA Co. is locating its U.S. headquarters in Nashville.
“Chrysalis is a late-stage private equity fund. … Where they invest in private companies who are probably within the next three, four or five years a candidate to go public, which I think, obviously, is in line with our ambitions,” Smart U.S. CEO Jodan Ledford said.
The FinTech space continues to grow with no sign of slowing down and the 29 rounds raised last week prove that cryptocurrency companies and InsurTechs are the leading subsectors.
Smart Smart, a London, England-based savings and investments technology platform provider, announced on Monday a $228M investment from Chrysalis.
What’s the future of retirement post-pandemic? Smart, a leading retirement technology business and one of the UK’s largest providers of retirement plans, recently launched the Future of Global Retirement report.
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.
Thirteen percent of Americans over age 55 who expect to retire plan to delay it now because of the coronavirus pandemic, according to a survey released this week by Smart, a global retirement technology platform.