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Almost a year after passage of the SECURE Act, the U.S. retirement plan market is preparing for what could be the biggest change to employer-provided retirement benefits since the launch of the 401(k) plan.
The SECURE Act permits creation of pooled employer plans, so-called PEPs, offered by pooled plan providers, known as PPPs, which enable U.S. employers to outsource their retirement plans to third-party providers starting in 2021.
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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.
Jacqueline Silva
Caliber Corporate Advisers for Smart
Jacqueline@calibercorporate.com