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 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.

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Media contact for Smart:

Maria Stenina
VP of Promotions Marketing – US