‘Smart,’ from UK, Enters the US PEP Market

'Smart' is the recently-launched American branch of a British fintech with expertise in a kind of retirement savings plan that's called a 'master trust' in the UK and a 'pooled employer plan' or PEP in the US. RIJ interviewed two of its top executives.

Research Roundup

Almost every controversial subject in the US today--from Fed policy to machine learning to immigration--contains an element or theme related to retirement policy. The articles reviewed in this month's Research Roundup are proof of that.

‘iTDFs’ Smooth the Bumps of Retirement Income

A former chief actuary of Denmark seeks a US target date fund company that might use his technology, the 'iTDF,' to create a seamless transition from pre-retirement savings to safe income during the first 20 years of retirement.
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F.D.I.C. May Borrow Funds From Banks

Bankers say they'd rather loan money to the FDIC than make new contributions to the FDIC fund or see the FDIC tap a line of credit at the Treasury.

Decumulation Beat

The Insured Retirement Institute held the first annual conference under its new name in Boston this week, and the difference between IRI and NAVA was striking.