Brochure

GuidancePlus

Helping Participants Reach Their Retirement Goals

With GuidancePlus, you can offer your participants a personalized approach to achieving their retirement goals. No matter their age, SS&C’s GuidancePlus equips your participants with the tools they need to navigate their retirement journey. This powerful platform offers:

  • Personalized retirement planning: Participants can model different saving scenarios and see the impact of adjusting contributions and investments on their retirement income.
  • Actionable strategies for younger participants: GuidancePlus helps young participants visualize how small changes now can significantly benefit their future.
  • Clear roadmap for nearing retirement: The Paycheck module, powered by Income Discovery, provides investors nearing retirement with clear and actionable distribution instructions. This includes planned spending, taxes, and even buffers for unplanned expenses, ensuring a smooth transition into their golden years.

Download our brochure to learn more.

Guidance