SS&C Technologies Partners with The Trust Company of Tennessee for Enhanced Retirement Services
Windsor, CT – October 8, 2025 – SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) has announced a significant collaboration with The Trust Company of Tennessee, as the latter launches its corporate retirement services on the SS&C Retirement Recordkeeping platform. This partnership marks a strategic move for The Trust Company as it seeks to modernize its retirement plan offerings, which currently manage over USD $18 billion in assets.
1. Modernizing Retirement Services
The Trust Company of Tennessee, established in 1987, specializes in recordkeeping, administration, and advisory services for businesses and organizations that offer retirement plans. The transition to the SS&C platform is designed to enhance the user experience for retirement plan sponsors, allowing them to deliver comprehensive retirement and wealth management services to individual participants.
Michael Rogalski, Head of Retirement Solutions at SS&C, expressed enthusiasm about this partnership, stating, “We are very excited about welcoming The Trust Company of Tennessee into the SS&C Retirement Services Portfolio.” He highlighted that the conversion will provide the firm with advanced technology and services to engage clients in innovative ways. The upgraded platform promises to deliver meaningful data and insights crucial for achieving successful retirement outcomes.
2. Enhanced Technology and Client Experience
The collaboration with SS&C allows The Trust Company of Tennessee to expand its mobile and web experiences, embracing modern technology to meet the demands of today’s retirement plan participants. Codi Brannan, Retirement Plan Services Operations Manager at The Trust Company of Tennessee, emphasized the positive impact of the conversion, stating, “The support we received during our conversion surpassed our expectations. The new technology is intuitive and allows us to better serve our clients.”
This strategic upgrade is particularly significant as SS&C Retirement Solutions already serves over 250 institutional clients managing more than $341 billion in retirement plan assets. With the capacity to support over 400,000 plan sponsors and approximately 12 million retirement participants, SS&C’s robust infrastructure is set to enhance the operational efficiency and service delivery for The Trust Company.
3. About The Trust Company of Tennessee
With a solid foundation in financial management, The Trust Company of Tennessee manages more than $6 billion and provides a variety of services including wealth management, corporate retirement plans, estate planning, and personal trust services. Its offices span Chattanooga, Knoxville, and the Tri-Cities, catering to individuals, families, business owners, and nonprofits in making informed financial decisions.
4. About SS&C Technologies
Founded in 1986 and headquartered in Windsor, Connecticut, SS&C is a leading global provider of software and services tailored for the financial services and healthcare industries. Serving over 22,000 organizations, from large corporations to small and mid-sized firms, SS&C is recognized for its expertise, technological innovation, and scalability.
5. Conclusion
The partnership between SS&C Technologies and The Trust Company of Tennessee represents a significant advancement in the retirement services landscape, showcasing the commitment of both firms to leverage technology for improved client engagement and service delivery. As the retirement landscape continues to evolve, this collaboration is expected to provide enhanced value and support for retirement plan sponsors and participants alike.
