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Tech provider delivering customized retirement savings
A background into the company and the US CEO, Jodan Ledford
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Our latest news and thought leadership.
Our latest news and thought leadership.
News articles
Tech provider delivering customized retirement savings
Tech provider delivering customized retirement savings
A background into the company and the US CEO, Jodan Ledford
News articles
The PLANADVISER Interview: Tina Anstett, Senior ERISA Counsel, Smart
Artificial Intelligence is moving ahead at a speed unanticipated just a few years ago
News articles
The PLANADVISER Interview: Tina Anstett, Senior ERISA Counsel, Smart
The PLANADVISER Interview: Tina Anstett, Senior ERISA Counsel, Smart
Artificial Intelligence is moving ahead at a speed unanticipated just a few years ago
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.
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US House Eyes Improving Small Employer Retirement Plans
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.
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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.
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Retirement Policies Feature in Draft Budget Language Going Before House Committee
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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British-based Smart USA Plans Nashville, Tennessee, Headquarters
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.
News articles
Tennessee Sees a Surge in Headquarters, Tech, and Finance Facilities
Roughly seven million people have made Tennessee their personal home, and the number keeps growing. The number of companies picking Tennessee as their corporate home is continually on the rise, too, for a wealth of important business reasons.
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Tennessee Sees a Surge in Headquarters, Tech, and Finance Facilities
Tennessee Sees a Surge in Headquarters, Tech, and Finance Facilities
Roughly seven million people have made Tennessee their personal home, and the number keeps growing. The number of companies picking Tennessee as their corporate home is continually on the rise, too, for a wealth of important business reasons.
News articles
PEPs are here. But how successful will they be?
The case for pooled employer plans is compelling, especially to address the fact that there are 5 million to 6 million companies in the U.S. and just 650,000 defined-contribution plans.
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PEPs are here. But how successful will they be?
PEPs are here. But how successful will they be?
The case for pooled employer plans is compelling, especially to address the fact that there are 5 million to 6 million companies in the U.S. and just 650,000 defined-contribution plans.
News articles
Lee: Smart USA to establish headquarters in Nashville
Tennessee Gov. Bill Lee on Wednesday announced that Smart USA Co. is locating its U.S. headquarters in Nashville.
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Lee: Smart USA to establish headquarters in Nashville
Lee: Smart USA to establish headquarters in Nashville
Tennessee Gov. Bill Lee on Wednesday announced that Smart USA Co. is locating its U.S. headquarters in Nashville.
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Smart took $228 million investment with an eye toward going public
“Chrysalis is a late-stage private equity fund. … Where they invest in private companies who are probably within the next three, four or five years a candidate to go public, which I think, obviously, is in line with our ambitions,” Smart U.S. CEO Jodan Ledford said.
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Smart took $228 million investment with an eye toward going public
Smart took $228 million investment with an eye toward going public
“Chrysalis is a late-stage private equity fund. … Where they invest in private companies who are probably within the next three, four or five years a candidate to go public, which I think, obviously, is in line with our ambitions,” Smart U.S. CEO Jodan Ledford said.
News articles
Retirement tech company establishing U.S. headquarters in Nashville
London-based firm says it will employ 128 people at Cummins Station
News articles
Retirement tech company establishing U.S. headquarters in Nashville
Retirement tech company establishing U.S. headquarters in Nashville
London-based firm says it will employ 128 people at Cummins Station
News articles
The 29 FinTech rounds raised last week prove that crypto firms and InsurTechs will continue to bloom
The FinTech space continues to grow with no sign of slowing down and the 29 rounds raised last week prove that cryptocurrency companies and InsurTechs are the leading subsectors.
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The 29 FinTech rounds raised last week prove that crypto firms and InsurTechs will continue to bloom
The 29 FinTech rounds raised last week prove that crypto firms and InsurTechs will continue to bloom
The FinTech space continues to grow with no sign of slowing down and the 29 rounds raised last week prove that cryptocurrency companies and InsurTechs are the leading subsectors.
News articles
Savings and investments tech platform Smart receives backing from Chrysalis
Smart Smart, a London, England-based savings and investments technology platform provider, announced on Monday a $228M investment from Chrysalis.
News articles
Savings and investments tech platform Smart receives backing from Chrysalis
Savings and investments tech platform Smart receives backing from Chrysalis
Smart Smart, a London, England-based savings and investments technology platform provider, announced on Monday a $228M investment from Chrysalis.
News articles
The Future of Global Retirement featuring Jodan Ledford
What’s the future of retirement post-pandemic? Smart, a leading retirement technology business and one of the UK’s largest providers of retirement plans, recently launched the Future of Global Retirement report.
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The Future of Global Retirement featuring Jodan Ledford
The Future of Global Retirement featuring Jodan Ledford
What’s the future of retirement post-pandemic? Smart, a leading retirement technology business and one of the UK’s largest providers of retirement plans, recently launched the Future of Global Retirement report.
News articles
Why you need to know right now what a 401(k) PEP is
There’s a new sheriff in town when it comes to the 401(k) arena. It’s called a 401(k) Pooled Employer Plan (or “PEP” for short).
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Why you need to know right now what a 401(k) PEP is
Why you need to know right now what a 401(k) PEP is
There’s a new sheriff in town when it comes to the 401(k) arena. It’s called a 401(k) Pooled Employer Plan (or “PEP” for short).
News articles
US payments: Smart, episode six, PAAY and Paya in View from the Top
Jodan Ledford is the US CEO of Smart, providers of Smart Pension, a pensions and retirement technology business. He advises that, despite the challenging global environment, 2020 was “an outstanding year for Smart.”
News articles
US payments: Smart, episode six, PAAY and Paya in View from the Top
US payments: Smart, episode six, PAAY and Paya in View from the Top
Jodan Ledford is the US CEO of Smart, providers of Smart Pension, a pensions and retirement technology business. He advises that, despite the challenging global environment, 2020 was “an outstanding year for Smart.”
News articles
With financial situations worsening, many plan to delay retirement
Several recent surveys reveal that the financial impact of the pandemic is forcing many employees to rethink their retirement plans.
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With financial situations worsening, many plan to delay retirement
With financial situations worsening, many plan to delay retirement
Several recent surveys reveal that the financial impact of the pandemic is forcing many employees to rethink their retirement plans.
News articles
Going forward, one in eight us adults over 55 now plan to delay retirement
A new survey from YouGov and Smart, a benefits advisory company, reveals increased retirement income concerns among many plan participants. Visit here for more details.
News articles
Going forward, one in eight us adults over 55 now plan to delay retirement
Going forward, one in eight us adults over 55 now plan to delay retirement
A new survey from YouGov and Smart, a benefits advisory company, reveals increased retirement income concerns among many plan participants. Visit here for more details.
News articles
1 in 8 adults over 55 plan to delay retirement due to COVID
42% of respondents over the age of 55 say they have never received any advice on finances in retirement'
News articles
1 in 8 adults over 55 plan to delay retirement due to COVID
1 in 8 adults over 55 plan to delay retirement due to COVID
42% of respondents over the age of 55 say they have never received any advice on finances in retirement'
News articles
Retirement plan experts applaud raising RMD
They say it will give retirement plan participants a longer window in which to increase their savings, tax deferred.
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Retirement plan experts applaud raising RMD
Retirement plan experts applaud raising RMD
They say it will give retirement plan participants a longer window in which to increase their savings, tax deferred.
News articles
Effect of the Biden Administration on health and retirement benefits
Health and retirement benefit plan sponsors will likely see efforts to reduce health costs for Americans and a rolling back of current administration efforts, especially on ESG investing.
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Effect of the Biden Administration on health and retirement benefits
Effect of the Biden Administration on health and retirement benefits
Health and retirement benefit plan sponsors will likely see efforts to reduce health costs for Americans and a rolling back of current administration efforts, especially on ESG investing.
News articles
Retirement fintech fleshes out U.S. executive team
A marketer of retirement plan software has brought on board a handful of senior executives to help lead its launch in the United States, where it plans to focus on the pooled employer plans that are launching next year.
News articles
Retirement fintech fleshes out U.S. executive team
Retirement fintech fleshes out U.S. executive team
A marketer of retirement plan software has brought on board a handful of senior executives to help lead its launch in the United States, where it plans to focus on the pooled employer plans that are launching next year.
News articles
A strong appetite for ‘SECURE Act 2.0’ in Congress
One retirement plan industry executive says his conversations with members of the U.S. House and Senate make him optimistic that Congress could act sooner rather than later on the new legislation.
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A strong appetite for ‘SECURE Act 2.0’ in Congress
A strong appetite for ‘SECURE Act 2.0’ in Congress
One retirement plan industry executive says his conversations with members of the U.S. House and Senate make him optimistic that Congress could act sooner rather than later on the new legislation.
News articles
Pooled employer plans making splash as more firms dip toes into the water
Pooled employer plans making splash as more firms dip toes into the water
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Pooled employer plans making splash as more firms dip toes into the water
Pooled employer plans making splash as more firms dip toes into the water
Pooled employer plans making splash as more firms dip toes into the water
News articles
An international recordkeeping giant enters the U.S. retirement plan space
An international behemoth just entered the U.S. 401(k) market in time to help plan fiduciaries and participants prepare of the implementation of the SECURE Act.
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An international recordkeeping giant enters the U.S. retirement plan space
An international recordkeeping giant enters the U.S. retirement plan space
An international behemoth just entered the U.S. 401(k) market in time to help plan fiduciaries and participants prepare of the implementation of the SECURE Act.
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The pools open soon, and everyone will be welcome
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.
News articles
The pools open soon, and everyone will be welcome
The pools open soon, and everyone will be welcome
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.
News articles
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.
News articles
Smart brings pooled employer plan model across the pond
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.
News articles
Smart launches in US
Retirement fintech provider Smart is launching its pensions business in the US today. Smart already offers a master trust in the UK, which now runs over 70,000 retirement plans on it.
News articles
Smart launches in US
Smart launches in US
Retirement fintech provider Smart is launching its pensions business in the US today. Smart already offers a master trust in the UK, which now runs over 70,000 retirement plans on it.
News articles
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.
News articles
Uk firm to launch PEP recordkeeping solution in the U.S.
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.
News articles
Study Suggests Auto IRA Compliance Burden Will be Easy
With Congress set to consider legislation implementing automatic retirement arrangements, a new report by Smart maintains that the legislation will enhance retirement security and be simple for small employers to comply with.
News articles
Study Suggests Auto IRA Compliance Burden Will be Easy
Study Suggests Auto IRA Compliance Burden Will be Easy
With Congress set to consider legislation implementing automatic retirement arrangements, a new report by Smart maintains that the legislation will enhance retirement security and be simple for small employers to comply with.
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