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Podcast: Wharton FinTech Podcast
Episode: Smart US CEO Jodan Ledford - The Future of US Retirement, PEPs, and The SECURE Act
Description: In today's episode, Ryan Zauk sits down with Jodan Ledford, CEO of Smart USA. Smart is a retirement tech provider and one of the largest global recordkeepers with strategic investors J.P. Morgan, Legal & General, Barclays, the Link Group, and Natixis, today launched in the US.
Smart’s enters the US with over 70,000 retirement plans already on its platform -- on par with the US’ second-largest recordkeeper. It is entering the US market in response to the SECURE act. Smart’s recordkeeping and retirement income solutions are purpose-built for the Pooled Employer Plans and the facilitation of lifetime income in retire...