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Jun 26, 2020

DOL finalizes rule for alternative safe harbor methods for disclosure through electronic media

The Department of Labor (DOL) has issued final regulations providing two new safe harbors for retirement plans to furnish required disclosures by email or other electronic means to participants and beneficiaries. The first new safe harbor follows a Notice and Access framework, whereas the second alternative safe harbor utilizes a direct e-mail model for delivery of ERISA required documents.

Jun 19, 2020

Solving alternatives: tackling the operations dilemma head on

To hear more about SS&C’s vision for the future state of alternative investment operations, watch out short video.

Jun 10, 2020

Solving paper in operational use cases with AWD & Vidado

As every operations manager knows, paper can bring even the most finely-tuned workflow to a screeching halt. Despite decades of “paperless” pushes, insurance, healthcare and financial services companies are still heavily dependent on paper-based workflows. Everything from new applications to claim forms still generate significant amounts of incoming paper, requiring special rules and routing. These additional steps add time, introduce a greater potential for errors, and increase the risk of security breaches – which means more manual work for the operations department and a reduction in straight-through processing metrics.

Jun 8, 2020

Setting your customers up for success: Engagement for their next new normal

Since the start of the COVID-19 crisis, most of us have been flooded with pandemic-related updates, insights and communications from our employers, retirement plans and financial advisors. Equipping individuals with content that helps educate and empower them to make better decisions is a key capability and highly valued by stakeholders. During this crisis, it has become invaluable.

May 26, 2020

Clarifying guidance on CARES Act: retirement provisions

Since the passage of “Coronavirus Aid, Relief, and Economic Security Act” or “CARES Act” the Retirement Industry has anxiously awaited guidance on a number of open questions.  During that time, regulators have issued additional relief measures designed to ease the burden on employers and their plan participants. For example, the IRS issued Notice 2020-23 on April 9, which extended many tax deadlines, including those deadlines applicable to qualified retirement plans.

May 12, 2020

5 Keys to Business Continuity Success in the New Normal

In these challenging times, businesses both large and small have made, and are continuing to make, adjustments to how they work on a daily basis. Through speedy work-from-home transitions and major process overhauls, SS&C AWD clients are continuing to maintain business-as-usual operations while providing the highest levels of customer service.

May 4, 2020

Future Super: The need to be flexible

As superannuation funds navigate a constantly evolving environment, they will need to be flexible, agile and resilient in both technology and operating models to remain competitive. Funds that are forward-thinking will succeed, while risk-averse funds with insular thinking are likely to fail.

Apr 14, 2020

Small process changes in the wake of COVID-19 make positive impacts for SS&C brokerage solutions clients

Higher trade volumes. Late pricing. More customer calls.

It’s no secret that a substantial increase in late fund pricing in the wake of the COVID-19 pandemic has made transaction clearing and settlement more difficult for broker-dealers.

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