Smart brings pooled employer plan model across the pond

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.

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.

The company will launch record-keeping services for pooled employer plans in the U.S. in 2021 and will also bring technology to facilitate retirement income services, it said.

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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.

For more information, please visit www.smartretire.com

Media Contact for Smart:

Jacqueline Silva
Caliber Corporate Advisers for Smart
Jacqueline@calibercorporate.com