Retirement Planning Tools

SS&C delivers integrated planning calculators designed to enhance advisor relationships with their clients – creating more value while increasing engagement every step of the way. Whether assisting beneficiaries with IRA distributions or helping small business owners choose a retirement plan, SS&C has the tools that help drive the conversation and deliver results.

  • Retirement Calculators

    Retirement Planning Calculators

  • Branded – Retirement Planner

    Retirement Planner demo site

  • Branded – Retirement Distribution Planner

    Retirement Distribution Planner demo site

  • Branded – Retirement Plan Contribution

    Retirement Plan Contribution demo site

  • Branded – Social Security Illustrator

    Social Security Illustrator demo site