Retirement Plan Providers
Combining years of retirement industry expertise with proven innovation and technology, SS&C’s Retirement Solutions help clients reduce operational complexity, drive participant engagement and improve retirement outcomes.
TRAC Retirement Account Servicing
Drive more efficient processes, move critical yet cumbersome procedures online, and implement a flexible platform for growth.
Employee Benefit Network
With EBN, your participants gain online access to plan communication, enrollment materials and investment information—all in one place.
Plan Health Review
Data and communications capabilities come together to provide objective analysis of plan metrics together with a Plan Health Assessment and recommendations.
Today's Innovative Retirement Solutions
SS&C's flexible business model combined with our technology-powered solutions and customizable menu of outsourcing services align with your unique, long-term business objective—no matter where your services reside on the retirement spectrum.
Core Recordkeeping Services
Core recordkeeping of defined contribution plans, flexible service models and modular components.
Deliver solutions that integrate participant choice and education, and recordkeeper data with IRA providers for a faster, easier rollover experience for participants.
Flexible, cost-effective outsourcing service options include plan administration, implementation, plan design, transaction processing and other back-office support services.
Strategic retirement intelligence and plan health analytics provide a dashboard of benchmarks (KPIs), measurements, reports and targeted recommendations to help understand behaviors, engage customers and drive outcomes.Learn More
Digital financial content libraries, tools and tracking capabilities that can be integrated with plan participant data and/or client APIs.
Integrated suite of services, calculators and tools that include an advisor workstation platform, marketing, participant communication and financial planning tools.