Press releases
Providers can include Smart’s Fiduciary Services in PEPs
Smart’s fiduciary oversight can help make retirement plans more efficient and attainable
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Press releases
Our latest company press releases.
Our latest company press releases.
Press releases
Providers can include Smart’s Fiduciary Services in PEPs
Providers can include Smart’s Fiduciary Services in PEPs
Smart’s fiduciary oversight can help make retirement plans more efficient and attainable
Press releases
Global Retirement Technology Provider Smart Acquires ProManage, LLC
Smart acquires ProManage, LLC an independent, US-based financial wellness services provider
Press releases
Global Retirement Technology Provider Smart Acquires ProManage, LLC
Global Retirement Technology Provider Smart Acquires ProManage, LLC
Smart acquires ProManage, LLC an independent, US-based financial wellness services provider
Press releases
Smart raises $95m in Series E funding
Aquiline leads funding round with Chrysalis Investments, Fidelity International Strategic Ventures and other existing strategic investors participating
Press releases
Smart raises $95m in Series E funding
Smart raises $95m in Series E funding
Aquiline leads funding round with Chrysalis Investments, Fidelity International Strategic Ventures and other existing strategic investors participating
Press releases
Healthcare and Living Costs Named Top Concerns by US Retirement Savers
Savers’ attitudes and behaviors, informing the tech tools critical to keeping their needs at the forefront
Press releases
Healthcare and Living Costs Named Top Concerns by US Retirement Savers
Healthcare and Living Costs Named Top Concerns by US Retirement Savers
Savers’ attitudes and behaviors, informing the tech tools critical to keeping their needs at the forefront
Press releases
Smart Earns 2022 Great Place to Work Certification(TM)
Smart, a leading global retirement technology provider, is proud to be Certified™ by Great Place to Work®. The prestigious award is based entirely on what current employees report about their experience working at Smart
Press releases
Smart Earns 2022 Great Place to Work Certification(TM)
Smart Earns 2022 Great Place to Work Certification(TM)
Smart, a leading global retirement technology provider, is proud to be Certified™ by Great Place to Work®. The prestigious award is based entirely on what current employees report about their experience working at Smart
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Press releases
Smart Named Pensions Tech of the Year by the US Fintech Awards
Smart, a leading global retirement technology provider, was named Pensions Tech of the Year by the US Fintech Awards. The awards celebrate the significant achievements of the financial technology community
Press releases
Smart Named Pensions Tech of the Year by the US Fintech Awards
Smart Named Pensions Tech of the Year by the US Fintech Awards
Smart, a leading global retirement technology provider, was named Pensions Tech of the Year by the US Fintech Awards. The awards celebrate the significant achievements of the financial technology community
Press releases
Retirement Technology Provider Smart Names Gaobo Pang Ph.D., CFA, Head of Quantitative Strategy
Gaobo Pang, formerly of Northern Trust, joins Smart to design custom investment methodologies for retirement saving and income
Press releases
Retirement Technology Provider Smart Names Gaobo Pang Ph.D., CFA, Head of Quantitative Strategy
Retirement Technology Provider Smart Names Gaobo Pang Ph.D., CFA, Head of Quantitative Strategy
Gaobo Pang, formerly of Northern Trust, joins Smart to design custom investment methodologies for retirement saving and income
Press releases
Global Retirement Technology Provider Smart Appoints Rowena Humphreys as Group Sustainability Director
Smart introduced the new role to bolster its ongoing commitment to improve its environmental and social footprint
Press releases
Global Retirement Technology Provider Smart Appoints Rowena Humphreys as Group Sustainability Director
Global Retirement Technology Provider Smart Appoints Rowena Humphreys as Group Sustainability Director
Smart introduced the new role to bolster its ongoing commitment to improve its environmental and social footprint
Press releases
Retirement technology provider Smart adds experienced ERISA counsel to its US legal team
Smart announces appointment of Christina (Tina) Anstett as Senior ERISA Counsel
Press releases
Retirement technology provider Smart adds experienced ERISA counsel to its US legal team
Retirement technology provider Smart adds experienced ERISA counsel to its US legal team
Smart announces appointment of Christina (Tina) Anstett as Senior ERISA Counsel
Press releases
Smart Compiles Pooled Plan Provider (“PPP”) Filings Data for 2021
Interest in pooled employer plans slows, indicating regulatory roadblocks.
Press releases
Smart Compiles Pooled Plan Provider (“PPP”) Filings Data for 2021
Smart Compiles Pooled Plan Provider (“PPP”) Filings Data for 2021
Interest in pooled employer plans slows, indicating regulatory roadblocks.
Press releases
Smart Continues on Growth Trajectory, Adds Head of Fiduciary Oversight
Smart welcomes Angela Lester-Morrow, retirement industry veteran, to the team
Press releases
Smart Continues on Growth Trajectory, Adds Head of Fiduciary Oversight
Smart Continues on Growth Trajectory, Adds Head of Fiduciary Oversight
Smart welcomes Angela Lester-Morrow, retirement industry veteran, to the team
Press releases
Global retirement technology provider Smart partners with Finhabits, a leading money app for the Latino community
Partnership to enable access to retirement solutions for millions currently not participating in the retirement market
Press releases
Global retirement technology provider Smart partners with Finhabits, a leading money app for the Latino community
Global retirement technology provider Smart partners with Finhabits, a leading money app for the Latino community
Partnership to enable access to retirement solutions for millions currently not participating in the retirement market
Press releases
Global retirement technology provider Smart enters into agreement to acquire Stadion Money Management
The deal doubles the size of Smart’s US team and provides enhanced capabilities in personalization at scale for retirement solutions
Press releases
Global retirement technology provider Smart enters into agreement to acquire Stadion Money Management
Global retirement technology provider Smart enters into agreement to acquire Stadion Money Management
The deal doubles the size of Smart’s US team and provides enhanced capabilities in personalization at scale for retirement solutions
Press releases
Smart grows global team with Group Director of M&A hire
Paul Toon joins Smart as plans for US-based and international M&A activity ramps up
Press releases
Smart grows global team with Group Director of M&A hire
Smart grows global team with Group Director of M&A hire
Paul Toon joins Smart as plans for US-based and international M&A activity ramps up
Press releases
Smart U.S. board member Anne Lester named Lillywhite award recipient at Pensions & Investments Defined Contribution conference
Lillywhite Award symbolizes outstanding contributions to Americans' employee benefits and economic security
Press releases
Smart U.S. board member Anne Lester named Lillywhite award recipient at Pensions & Investments Defined Contribution conference
Smart U.S. board member Anne Lester named Lillywhite award recipient at Pensions & Investments Defined Contribution conference
Lillywhite Award symbolizes outstanding contributions to Americans' employee benefits and economic security
Press releases
Smart announces strategic new hires, grows USA team by six
A reflection of Smart's dedication to building a passionate team to transform retirement savings
Press releases
Smart announces strategic new hires, grows USA team by six
Smart announces strategic new hires, grows USA team by six
A reflection of Smart's dedication to building a passionate team to transform retirement savings
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 compiles quarterly Pooled Plan Provider (PPP) filings data
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 support of auto IRA/plan legislation, shares Smart survey results of over 800 small businesses
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.
Press releases
Smart announces $228M in Series D financing to expand America’s access to pooled employer plans
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.
Press releases
Smart names prominent industry executives to US board of directors
Former LGIM CEO and J.P. Morgan’s Former Head of Retirement Solutions join Smart founders and US CEO to form inaugural US board of directors.
Press releases
Smart names prominent industry executives to US board of directors
Smart names prominent industry executives to US board of directors
Former LGIM CEO and J.P. Morgan’s Former Head of Retirement Solutions join Smart founders and US CEO to form inaugural US board of directors.
Press releases
Smart Retire lands in the UK
Comes as new research finds that 1 in 8 UK adults aged 55+ are to delay retirement due to Covid pandemic.
Press releases
Smart Retire lands in the UK
Smart Retire lands in the UK
Comes as new research finds that 1 in 8 UK adults aged 55+ are to delay retirement due to Covid pandemic.
Press releases
Industry heavyweights join Smart to form inaugural US executive team
The team will launch a US recordkeeping solution for Pooled Employer Plans in time for SECURE Act 2.0 roll-out
Press releases
Industry heavyweights join Smart to form inaugural US executive team
Industry heavyweights join Smart to form inaugural US executive team
The team will launch a US recordkeeping solution for Pooled Employer Plans in time for SECURE Act 2.0 roll-out
Press releases
Smart Launches in the United States
With retirement savings industry Veteran Jodan Ledford at the helm, Smart enters the US market with industry adoption already on a par with the country's second-largest recordkeeper by number of plans.
Press releases
Smart Launches in the United States
Smart Launches in the United States
With retirement savings industry Veteran Jodan Ledford at the helm, Smart enters the US market with industry adoption already on a par with the country's second-largest recordkeeper by number of plans.
Press releases
Jamie Fiveash takes on UK CEO role
Fiveash joined Smart as the Chief Operating Officer (COO) in 2017.
Press releases
Jamie Fiveash takes on UK CEO role
Jamie Fiveash takes on UK CEO role
Fiveash joined Smart as the Chief Operating Officer (COO) in 2017.
Press releases
Group CEO and MD appointed as Smart restructures
The changes are announced following the close of a recent funding round and reflects a new international structure.
Press releases
Group CEO and MD appointed as Smart restructures
Group CEO and MD appointed as Smart restructures
The changes are announced following the close of a recent funding round and reflects a new international structure.
Media inquiries
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For details about Smart in the US email inquiries@smartretire.com