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Advisors/Third-Party Administrators

An integrated suite of services designed to make the work of advisors easier while enhancing the support of retirement plan sponsors.

Making Delivering Data-Driven Insights and Retirement Plan Management Easier for Advisors

Designed with advisors in mind, our comprehensive service offering creates a foundation of support for advisors to attract new plan sponsors and exceed service expectations.
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Advisor Workstation

A service offering that integrates data from multiple sources with a selection of vendor tools and reporting capabilities.

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Oversee and Monitor All Plan Aspects

Proactively oversee and monitor all aspects of plan management while growing your business.


The access point for all third-party administrators, providing advisors, retirement consultants and TPAs a global view of their book of business and transaction processing capabilities.

Advisor Workstation

A centralized dashboard for advisors to set up new plans and manage all aspects of retirement plan management.

Plan Investment Plus

Enables advisors to define monitoring standards and criteria for plan investments and to create and receive periodic reports on how plan investments measure up.

Plan Health Review

SS&C can produce reports and extract data for plan review needs. Plan and participant data, including data about service utilization, is available for reporting.

Communications Programs

Profile-driven emails enable you to target participants with the most relevant content for them, leading to greater plan engagement.