The newly appointed Executive Team will work to launch Smart’s modern recordkeeping and retirement income solutions to the US market. Smart's recordkeeping solution for pooled employer plans (“PEPs”) will launch in 2021, aligning with the SECURE Act's roll-out.
Jodan Ledford, CEO of Smart's US business, says:
“We have built a team with a breadth of experience across retirement and financial services to ensure we can make the largest possible impact on closing the US retirement coverage gap. I am honored to work alongside these impressive industry leaders.”
Smart’s US Executive Team includes:
Catherine Reilly, Director of Retirement Solutions, said,
“The SECURE Act is a pivotal step towards expanding access to retirement solutions for more Americans. Smart's technology is the only US offering purpose-built for pooled employer plans (PEPs) and the facilitation of lifetime income in retirement plans that the SECURE Act allows, and we are energized about entering the US market at this important juncture with such a strong team.
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.
For more information, please visit www.smartretire.com.
Caliber Corporate Advisers for Smart