Pension Research Council Welcomes Smart as Associate Member

The Pension Research Council at the Wharton School of the University of Pennsylvania is pleased to announce that Smart USA has joined the Advisory Council as an Associate Member for 2021.

Catherine Reilly, US Director of Retirement Solutions at Smart said, “The Pension Research Council of the Wharton School has made significant contributions to understanding how people worldwide prepare for retirement, and we are delighted to support this effort.  We look forward to working with our academic and business partners to advance research, explore policy issues, and develop innovative approaches to retirement in the United States and abroad.”

Dr. Olivia S. Mitchell, Professor of Insurance/Risk Management and Applied Economics/Policy, and Executive Director of the Wharton’s Pension Research Council at the University of Pennsylvania, noted: “The Council is delighted to establish a new research relationship with Smart. We look forward to extensive collaboration on matters of retirement security and financial literacy.”

Smart is one of the largest global providers of retirement technology. The UK parent was established in 2014 to deliver cost-effective solutions for employers following the UK introduction of a mandate for all employees to be automatically enrolled in a retirement plan. Smart’s proven, 100% cloud-based technology offers easy-to-use, turnkey solutions for plan advisors and employers of all sizes and ambitions. The Smart Pension Master Trust—the UK equivalent of a Pooled Employer Plan— provides a retirement savings platform for 70,000 employers and almost 700,000 employees, making Smart the second-largest recordkeeper in the US by number of plans.  In addition to the US, Smart is also working with partners to deliver retirement solutions to savers in Ireland, Australia, and Dubai. For more information, please visit

The Pension Research Council is committed to generating debate on key policy issues affecting pensions and other employee benefits. The Council sponsors interdisciplinary research on private pension and social security programs, as well as related benefit plans in the United States and around the world. It supports scholarly research on global aging, successful retirement, and retirement income security while facilitating access to research and data critical to the investigation of retirement security. Recent working papers and research volumes are available for download at the Pension Research Council repository on Scholarly Commons.

The Wharton School of the University of Pennsylvania

Founded in 1881 as the first collegiate business school, the Wharton School of the University of Pennsylvania is recognized globally for intellectual leadership and ongoing innovation across every major discipline of business education. With a broad global community and one of the most published business school faculties, Wharton creates economic and social value around the world. The School has 5,000 undergraduate, MBA, executive MBA, and doctoral students; more than 13,000 participants in executive education programs annually and a powerful alumni network of 99,000 graduates.

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