Retirement
Elevated

In a dynamic retirement landscape, differentiation and agility are paramount.

retirement hero image

# 1

Rollover middleware provider

15 M+

Participants, members and policy holders

$ 517 B

Assets under administration

What We Can Do For You

Personalized Engagement

Branded investor/employer/advisor web and mobile applications, financial wellness center, investment advice and guidance tools and advisor solutions.

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Account Administration and Servicing

Recordkeeping for defined contribution plans, life & pension policy administration, local customer service support, rollover and income portability, regulatory, operational and plan health, reporting.

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Retirement Intelligence

Plan dashboard, pension dashboard, data services and consulting requirements.

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Video Series - Evolving Landscape of Retirement Income

Delivering Better Outcomes
Modernization Without Disruption
Retirement Income Adoption
Simplifying Complexity. Delivering Better Outcomes

New products and services are reshaping the retirement industry. Judy Nelson, Head of Strategy and Consultant Partnerships for Global Investor Distribution Solutions and US Retirement at SS&C, shares her perspective on emerging trends, growing complexity and the role a trusted partner plays in helping providers deliver seamless retirement experiences while empowering participants to achieve their retirement goals.

SS&C's Retirement Solutions Modernization Strategy

Modernization is one of the most talked-about topics in retirement, but what does it really mean in practice? Hear SS&C's Bob Shaw share his perspective on balancing innovation with stability, the trends shaping the future of retirement servicing, and the capabilities defining the next generation of retirement solutions.

Driving Retirement Income Adoption: The Case for Default Solutions

SS&C's Ryan Grosdidier sits down with Don Stroube of Principal Financial Group to highlight how default solutions can help guide participants towards better retirement outcomes. They explore how innovative products, such as guaranteed income options embedded in target date funds or managed accounts, can help meet participants' evolving retirement income needs.

Retirement Resources

Learn more about how SS&C can help you stay ahead of the competition.

Six Key Questions to Consider When Thinking of Retirement Outsourcing white paper
White Paper

Six Key Questions to Consider When Thinking of Retirement Outsourcing

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White Paper
Global Retirement Outlook
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Video
Implementing AI in the Retirement Industry
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White Paper
The Key to Staying Ahead in 2025: Themes Shaping the Future of Superannuation
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