Retirement Services
Whether your organization administers defined-contribution plans, defined-benefit plans, retirement plans or insurance, SunGard offers recordkeeping solutions to help simplify your workload and amplify the value you provide. Recordkeeping, tax reporting, payment processing and trade management are just a few of the tasks measurably improved by SunGard programs.
Some of SunGard’s achievements in the retirement services space include:
- Processing over 30 million retirement accounts on SunGard systems
- Managing over 3.5 million bond holders with $10 billion in assets
- Serving the software needs of 9 of the 10 top life insurance carriers in the U.S.
| If Your Role Is… |
And Your Needs Are… |
View These Products |
| Scheme Administrator |
- Scheme (plan) administration, recordkeeping for retirement, pension plans
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| Health Plan (125,Cafeteria) Administrator |
- HSA, HRA, FSA, premium only, 132 plan administration
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| ERISA Attorney |
- Pension education
- Retirement and health plan document generation
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| Benefit Pension Plan Administrator (TPA) |
- Plan administration and recordkeeping (DB, DC, 125)
- Government forms processing and outsourcing
- Pension plan proposals
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| Product |
Description |
| Omni |
A suite of retirement plan administration solutions that includes recordkeeping, trading and reconciliation, check writing, and benefit disbursement processes for domestic and international plans. |
| Relius |
An integrated retirement plan recordkeeping solution used by third-party administrators, banks, insurance companies, CPAs, attorneys and corporations. |