About SMART Trust Services
Our Leadership
David Donaldson serves as the President and CEO of Smart Trust Services, LLC. Previously he was a Senior Investigator for the U.S. Department of Labor's Employee Benefit Security Administration where his responsibilities included conducting and coordinating investigations of major inter-jurisdictional or national employee benefit plans, service providers, Investment Advisors, Investment Managers, and trust departments. In addition, David was responsible for developing and presenting training for other investigators regarding plan investments, investment advisors and conflicts of interest. Prior to his work at the DOL, David worked for some of Wall Street's largest firms managing retirement plans, providing fiduciary guidance, and investment management services. David is a frequent speaker at national events on ERISA plan best practices. He also is an expert witness and was recently recognized as one of the top 100 most influential people in defined contribution. David's experiences and 27 years of working with ERISA plans him with a unique perspective unmatched in the industry.
Currently, in his role as CEO of SMART Trust Services he oversees the firms trust management services. In addition , David is the owner of Participant I.D., an anti-fraud fintech company that specializes in plan distributions using the latest in biometric face recognition and identification verification technologies and ERISA SMART the largest independent fiduciary services provider in the nation.