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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.

Capabilities that Span and Connect the Entire Retirement Ecosystem

A full suite of solutions that go above and beyond core recordkeeping to help your firm master complexities across the retirement lifecycle from accumulation to drawdown.
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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.

Rollover Solutions

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.

Retirement Intelligence

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.

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Participant Engagement

Digital financial content libraries, tools and tracking capabilities that can be integrated with plan participant data and/or client APIs.

Advisor Solutions

Integrated suite of services, calculators and tools that include an advisor workstation platform, marketing, participant communication and financial planning tools.