Smart US CEO Jodan Ledford - The Future of US Retirement, PEPs, and The SECURE Act - a podcast by WFT

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 <1 hour!
- PEPs and the Secure Act 101
- The good and bad of current retirement regulations, what needs to change, and some interesting incentive alignments
- And a rapid-fire round including the best places to eat in Miami! (23:40)

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