Smart US CEO Jodan Ledford - The Future of US Retirement, PEPs, and The SECURE Act
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 retirement plans the SECURE Act Allows. Smart has established its US headquarters in Nashville, a growing Fintech hub, and is primed to help US plan advisors, employers, and participants further close our retirement coverage gap In this episode, Jodan and Ryan cover a number of topics, including: - Why he chose Nashville to locate Smart - The history of US retirement, including pensions, ERISA, The Secure Act, and 401ks - How people can utilize Smart to standup plans in