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 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