Uk firm to launch PEP recordkeeping solution in the U.S.

Smart says it supports advisers of all sizes and that its platform also facilitates the use of lifetime income in retirement plans.

Smart, a retirement technology business and global recordkeeper, has announced it will make available its recordkeeping solution for pooled employer plans (PEPs) in the U.S. next year.

Under the Setting Every Community Up for Retirement Enhancement (SECURE) Act, pooled plan providers  may start offering PEPs beginning January 1.

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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