Some exciting news to share here! We’re expanding our efforts to solve the coverage gap by removing some of the typical barriers that hinder businesses from sponsoring retirement plans. Our PPP and 402(a) fiduciary services open up new possibilities for Pooled Employer Plans (PEPs), Multiple Employer Plans (MEPs) and single employer plans, making workplace retirement solutions more efficient and attainable than ever before through innovation and technology. Join the movement and be a part of making retirement plans accessible to more American workers all while reducing the fiduciary burden for plan sponsors and advisors alike! Find more information here: https://lnkd.in/g_ZnhPTV #RetireTech #RetirementTech
Smart USA Co
Financial Services
Our mission is to transform retirement and financial well-being, across all generations, around the world.
About us
Our platform transforms retirement savings and financial wellbeing for employers and their employees. Our platform was purpose-built in 2014 for defined contribution plans. Today, we’re one of the largest retirement plan providers in the UK and have over 70,000 employer plans globally.
- Website
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https://smartretire.com
External link for Smart USA Co
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Nashville
- Type
- Privately Held
- Founded
- 2020
Locations
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Primary
Nashville, US
Employees at Smart USA Co
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Tina Anstett
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Gaobo Pang, Ph.D., CFA
Asset Management | Retirement | FinTech | Quant | Thought Leadership
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Birgit Cornelius CPC, QPA, QKC, QKA, TGPC, ERPA, APA, APR
Senior Compliance Professional | ERISA | Fiduciary Oversight | Corporate Compliance | Risk | BCP/DR | Vendor Management | Process Improvement
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Diane Stevens
Director, HR
Updates
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We loved being able to represent Smart and Stadion at the 2024 RetirementAdvisorCouncil's Meeting and taking part in vital conversations about issues affecting our industry.
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We are proud to represent Smart at the 2024 RetirementAdvisorCouncil Meeting and can’t wait to be a part of the discussion. #RetireTech #RetirementTech
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Reflecting on the timeless legacy of a leader whose words and ideas about true equality hold eternal power. #mlkday #retiretech
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We are hoping your 2024 is filled with success, happiness and lots of memorable moments. Happy New Year! #2024 #retiretech #happynewyear
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We at Smart are wishing you and yours a great holiday season! May you experience lots of joy and laughter as the year winds down. #happyholidays #retiretech
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As we all take the time to focus on gratitude, we at Smart are thankful for you and wish you and yours a peaceful, joyful Thanksgiving! #RetireTech #RetirementTech #thankful #gratitude
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Smart celebrates our veterans and is grateful for their service and sacrifice. We want to thank the veterans on our team and all those who have served across our nation. #RetireTech #RetirementTech #thankyouforyourservice #veteransday
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Exciting news! Our parent company Smart just unveiled Mercer Smart Pension – changing the game by merging Smart's digital-first ethos with Mercer market-leading investments capabilities and retirement services. This offering helps to level the playing field with cutting-edge tech and benefits that larger companies enjoy. Follow this link for the full press release: https://lnkd.in/g26Wt5fW #RetireTech #RetirementTech
Exciting news: Smart Pension and Mercer have joined forces to launch a new pension solution for SMEs. This new offering, Mercer Smart Pension, is a game-changer. It offers SMEs the benefits that larger companies enjoy, with first-class technology and unrivalled value for money. Read more: https://lnkd.in/e-fbq27F
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Were you there to join the conversation at Advisor2X’s Wealth@wor(k) to hear Daniella Moiseyev, our Head of Marketing, and Paula Friedman, MBA, CFP®, AIF®, CPFA of McLean Asset Management discuss why take up of retirement income options inside 401(k) plans has been so low? Hopefully you got to hear Daniella and Paula talk about the importance of marrying effective technology and efficient user experience with a framework for assessing a person’s income preferences. The work in our industry is just beginning. Let’s keep the momentum going to help navigate retirement income obstacles together. #RetireTech #RetirementTech