News and Media | Smart – retirement, savings and financial wellbeing

Press releases

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Press releases

Smart compiles quarterly Pooled Plan Provider (PPP) filings data

A total of 72 PPP filed from January to September 2021

Press releases

Smart Announces Support of Auto IRA/Plan Legislation, Shares Smart Survey Results of Over 800 Small Businesses

Smart Released a Special Report for Policymakers on How the Auto IRA/Plan Legislation Will Enhance Retirement Security for Americans, and How Simple it is for Small Employers to Comply

Press releases

Smart Announces $228M in Series D Financing to Expand America’s Access to Pooled Employer Plans

Smart, the global retirement technology leader that entered the US in 2020 to provide recordkeeping and retirement savings solutions for pooled employer plans under the SECURE Act, announced today that it is concluding a $228M Series D funding round.

News articles

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News articles

US House Eyes Improving Small Employer Retirement Plans

Capitol Hill is haggling over the budget, aiming to expand small-business programs and create more opportunities for protected lifetime income solutions.

News articles

Retirement Policies Feature in Draft Budget Language Going Before House Committee

Budget reconciliation legislation set for debate in Congress gives top billing to universal paid family and medical leave, but key retirement policies also stand out, including a broad mandate for employers to offer retirement plans.

News articles

British-based Smart USA Plans Nashville, Tennessee, Headquarters

Smart USA Co., the London-based retirement technology company, will locate its U.S. headquarters in Nashville, Tennessee.

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