List of SS&C TRAC Customers
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United States
Since 2010, our global team of researchers has been studying SS&C TRAC customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased SS&C TRAC for Retirement Recordkeeping from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using SS&C TRAC for Retirement Recordkeeping include: JPMorgan Chase, a United States based Banking and Financial Services organisation with 317233 employees and revenues of $180.60 billion, Nationwide Retirement Plans, a United States based Insurance organisation with 24000 employees and revenues of $68.50 billion and many others.
Contact us if you need a completed and verified list of companies using SS&C TRAC, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The SS&C TRAC customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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JPMorgan Chase | Banking and Financial Services | 317233 | $180.6B | United States | SS&C Technologies | SS&C TRAC | Retirement Recordkeeping | 2020 | n/a | In 2020, JPMorgan Chase named SS&C Technologies as the underlying recordkeeper for its Everyday 401(k) small-business retirement solution, leveraging SS&C TRAC to support plan setup, enrollment and ongoing recordkeeping in the United States. SS&C TRAC served as the Retirement Recordkeeping application for plan administration, centralizing participant data, enrollment workflows and account servicing for small-employer plans offered through the Everyday 401(k) program. The implementation emphasized core recordkeeping modules and operational workflows typical of Retirement Recordkeeping systems, including plan configuration, participant onboarding, transaction processing and ongoing account maintenance delivered via the SS&C TRAC platform. Operational scope focused on U.S. plan administration and benefits functions for small businesses, with governance and process alignment coordinated between JPMorgan Chase and SS&C Technologies to support service operations and regulatory reporting. | |
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Nationwide Retirement Plans | Insurance | 24000 | $68.5B | United States | SS&C Technologies | SS&C TRAC | Retirement Recordkeeping | 2021 | n/a | In 2021, Nationwide Retirement Plans implemented SS&C TRAC to support its advisor-sold retirement plan platform. The engagement was announced as a partnership between SS&C Technologies and Nationwide, with the stated aim to support and enhance Nationwide's advisor-sold retirement plan capabilities and expand advisor distribution across the United States. The SS&C TRAC deployment delivered core Retirement Recordkeeping functionality, aligned with standard recordkeeping workflows such as participant recordkeeping, plan administration, compliance reporting, and advisor-facing distribution workflows. Configuration and module selection were consistent with SS&C Retirement Solutions delivery practices, emphasizing centralized participant data, plan servicing automation, and consolidated reporting for plan sponsors and advisors. Operational scope targeted Nationwide's advisor-sold retirement plans in the U.S., covering plan administration teams, participant services operations, and advisor distribution channels. The implementation narrative centers on enabling advisor distribution support and plan servicing at scale, with SS&C TRAC positioned as the recordkeeping backbone for those business functions. Governance for the engagement emphasized joint operational handoffs between Nationwide and SS&C support teams, process alignment for advisor workflows, and configuration governance to ensure consistent plan administration. Nationwide Retirement Plans implemented SS&C TRAC for Retirement Recordkeeping to operationalize advisor-sold plan administration and advisor distribution support. |
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