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Retirement
Elevated

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

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# 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

Why Now is a Turning Point
Key Tech Decisions
Retirement Income Adoption
Why Now is a Turning Point for Retirement Income

SS&C's Ryan Grosdidier and Principal Financial Group's Don Stroube discuss product innovations between asset managers and insurance companies as well as how modern products and software are shaping the next few years in retirement strategy. Don will shares practical insights for those looking to better understand and get involved in this evolving space and how retirement planning is constantly evolving.

Key Tech Decisions Shaping Retirement Income Strategy for Recordkeepers

SS&C's Ryan Grosdidier and Don Stroube of Principal Financial Group sit down to discuss how the impact of data transfers in record keeping and how it compares to the industry. With key factors in mind like scalability and efficiency for retirement plan transparency, Don dives in to share practical insights for those looking to better understand and get involved in this evolving space.

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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