A strong appetite for ‘SECURE Act 2.0’ in Congress

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.

Jodan Ledford, the CEO of Smart, a retirement technology business working on expanding the pooled employer plan (PEP) market in the United States, says he has recently been in conversation with members of Congress who are keenly interested in passing the Securing a Strong Retirement Act.

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About Smart

Smart is a global savings and investments technology provider. Its mission is to transform retirement, savings, and financial well-being, across all generations, around the world.

Smart partners with financial institutions (including broker-dealers, RIAs, retirement providers, insurers, asset managers, banks) and financial advisers to deliver retirement savings and income solutions that are digital, customized, and cost-efficient.

Smart, founded in the UK, operates in the USA, Europe, Australia, and the Middle East with over a million savers and over $5 billion in assets. Smart saw over 2,000% growth in assets on its platform since 2018.

Legal & General, J.P. Morgan, Fidelity International Strategic Ventures, Link Group, Barclays, Natixis Investment Managers, Chrysalis Investments, DWS Group and Aquiline Capital Partners are all investors to date in Smart.

For more information, please visit www.smartretire.com.

Media contact for Smart:

Maria Stenina
VP of Promotions Marketing – US
maria.stenina@smartretire.com