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Retirement Services

Firms providing retirement solutions face complex industry and regulatory challenges and clients have sophisticated requirements. SS&C Retirement Solutions help unlock this complexity as a global, full-service provider.

Cost-Effective Global Retirement Platforms Designed to Streamline Operations

Our 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.

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Solutions Across the Retirement Ecosystem

A full suite of solutions for core recordkeeping to help your firm master complexities across the retirement lifecycle from accumulation to drawdown.


TRAC Retirement Account Servicing

Drive more efficient processes, move critical yet cumbersome procedures online, and implement a flexible platform for growth.


SS&C Business Process Outsourcing for Superannuation

BPO can maintain your non-core IT, process and registry functions, which frees you to focus on what matters most—your member outcomes.

Global Retirement Technology Platforms and BPO

Retirement Account Servicing Offering core recordkeeping of defined contribution plans, flexible service models and modular components. Our flexible, cost-effective outsourcing service options include plan administration, implementation, plan design, transaction processing and other back-office support services.

Retirement Income Middleware SS&C’s Retirement Income Clearing Calculator (RICC®) middleware provides a way for retirement service providers to tap into a simple and cost-effective model for the distribution and servicing of guaranteed income products.

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Advisor Workstation A wide range of capabilities to help advisors streamline their workload and deliver data-driven insights through a centralized dashboard with key capabilities, including data aggregation, plan management and fiduciary oversight tools, reporting, centralized dashboards and more.

Superannuation Proven solutions that include industry-leading Superannuation administration and registry technology, a personalized member experience, advisor servicing and retirement intelligence analytics.

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Workplace Pensions With our multi-purpose calculation engine at its core, our range of financial planning solutions integrates with your customer portals and is designed to help deliver accurate, compliant and actuarially sound illustrations and analyses.

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