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Smart acquires ProManage, LLC an independent, US-based financial wellness services provider.

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Aquiline leads funding round with Chrysalis Investments, Fidelity International Strategic Ventures and other existing strategic investors participating

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Savers’ attitudes and behaviors, informing the tech tools critical to keeping their needs at the forefront

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Smart, a leading global retirement technology provider, is proud to be Certified™ by Great Place to Work®. The prestigious award is based entirely on what current employees report about their experience working at Smart.

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Smart, a leading global retirement technology provider, was named Pensions Tech of the Year by the US Fintech Awards. The awards celebrate the significant achievements of the financial technology community.

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Gaobo Pang, formerly of Northern Trust, joins Smart to design custom investment methodologies for retirement saving and income

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Smart introduced the new role to bolster its ongoing commitment to improve its environmental and social footprint

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Smart announces appointment of Christina (Tina) Anstett as Senior ERISA Counsel

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Interest in pooled employer plans slows, indicating regulatory roadblocks.

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Smart welcomes Angela Lester-Morrow, retirement industry veteran, to the team.

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Partnership to enable access to retirement solutions for millions currently not participating in the retirement market

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The deal doubles the size of Smart’s US team and provides enhanced capabilities in personalization at scale for retirement solutions

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Paul Toon joins Smart as plans for US-based and international M&A activity ramps up

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Lillywhite Award symbolizes outstanding contributions to Americans' employee benefits and economic security

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A reflection of Smart's dedication to building a passionate team to transform retirement savings

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A total of 72 PPP filed from January to September 2021

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Capitol Hill is haggling over the budget, aiming to expand small-business programs and create more opportunities for protected lifetime income solutions.

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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

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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.

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Smart USA Co., the London-based retirement technology company, will locate its U.S. headquarters in Nashville, Tennessee.

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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.

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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.

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Tennessee Gov. Bill Lee on Wednesday announced that Smart USA Co. is locating its U.S. headquarters in Nashville.

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“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.

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London-based firm says it will employ 128 people at Cummins Station

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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.

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Smart Smart, a London, England-based savings and investments technology platform provider, announced on Monday a $228M investment from Chrysalis.

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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.

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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.

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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.

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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).

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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.”

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Several recent surveys reveal that the financial impact of the pandemic is forcing many employees to rethink their retirement plans.

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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.

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42% of respondents over the age of 55 say they have never received any advice on finances in retirement'

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They say it will give retirement plan participants a longer window in which to increase their savings, tax deferred.

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Comes as new research finds that 1 in 8 UK adults aged 55+ are to delay retirement due to Covid pandemic.

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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.

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The team will launch a US recordkeeping solution for Pooled Employer Plans in time for SECURE Act 2.0 roll-out

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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.

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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.

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Pooled employer plans making splash as more firms dip toes into the water

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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.

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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.

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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.

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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.

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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.

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Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans.

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Fiveash joined Smart as the Chief Operating Officer (COO) in 2017.

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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.

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With Congress set to consider legislation implementing automatic retirement arrangements, a new report by Smart maintains that the legislation will enhance retirement security and be simple for small employers to comply with.