An international recordkeeping giant enters the U.S. retirement plan space

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.

Smart, one of the largest global recordkeepers doing business in the U.K., Ireland, Australia and Dubai, launched today in the U.S. to offer its cloud-based retirement plan solutions to employers of all sizes. Smart US will be headquartered in Nashville, Tenn. and based on its current business, becomes the second-largest recordkeeper operating in the country by number of plans served.

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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 close to a million savers entrusting over $3 billion** in assets on the platform. Smart supports its clients with a 650 strong global team and saw over 2,000%* growth in assets on its platform since 2018.

Legal & General, J.P. Morgan, the Link Group, Barclays, Natixis Investment Managers, Chrysalis Investments, and DWS Group are all investors to date in Smart.

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Media contact for Smart:

Jacqueline Silva
Caliber Corporate Advisers for Smart