{"success":true,"data":{"pressRelease":{"id":"143973","rtpr_id":"nBw1yRcjSa-20260915","ticker":"PFG","exchange":"NASDAQ","all_tickers":["PFG","SSNC"],"title":"SS&C Selected to Support Principal Retirement Income Offering","author":"Business Wire","published_at":"2026-09-15T13:00:03.946Z","article_body":"SS&C Selected to Support Principal Retirement Income Offering\n\nSS&C Technologies Holdings, Inc.\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.ssctech.com%2F%3Futm_campaign%3DSSC2026-Enterprise-Press-Release-0926%26utm_medium%3Dpressrelease%26utm_source%3Dprnews%26utm_content%3DPrincipal-Retirement-Income&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=SS%26amp%3BC+Technologies+Holdings%2C+Inc.&index=1&md5=2e1bc55fc1d13cad680f7b33c0db23c8)\n(Nasdaq: SSNC) today announced that Principal Financial Group has selected\nSS&C Retirement Solutions to support connectivity and administration for\nits growing retirement income suite. Principal will use SS&C‘s\nRetirement Income Clearing & Calculation (RICC) platform to help support\ndistribution across a growing line of proprietary and curated third-party\nretirement income products.\n\n“As plan sponsors look for ways to help employees move from accumulation to\nincome, connectivity across the retirement ecosystem is becoming increasingly\nimportant,” said Brett Fisher, assistant vice president of investment\nproduct strategy at Principal Financial Group. “Greater standardization and\nconnectivity across providers can help facilitate portability and support\nbroader access to retirement income options for plan sponsors and\nparticipants.”\n\nSS&C RICC is designed to help facilitate interactions between providers\nand recordkeepers, supporting a more standardized approach to delivering\nretirement income solutions. The engagement builds on SS&C’s long-term\nrelationship with Principal, including fund services provided by SS&C\nGlobal Investor & Distribution Solutions.\n\n“We are pleased to extend our valued long-term relationship with Principal\nFinancial Group,” said Michael Rogalski, Head of SS&C Retirement\nSolutions. “As the industry creates more ways to help investors convert\nsavings into steady retirement income, it’s more important than ever to\nensure connectivity and portability for these solutions. We look forward to\nworking with Principal Financial as they scale their retirement income\noffering.”\n\nSS&C RICC platform is on track to connect seven major recordkeepers\nrepresenting $6.6 trillion in assets under administration and 70 million\nparticipants by the end of the year. Learn more here\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.ssctech.com%2Fproducts%2Fricc%3Futm_campaign%3D%2520SSC2026-Enterprise-Press-Release-0926%26utm_medium%3Dpressrelease%26utm_source%3Dprnews%26utm_content%3DPrincipal-Retirement-Income&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=here&index=2&md5=728c087dac58ada9858722a884fe1fab)\n.\n\nAbout Principal Financial Group®\n\nPrincipal Financial Group(®) (Nasdaq: PFG) is a global financial company with\napproximately 19,000 employees(1) passionate about improving the wealth and\nwell-being of people and businesses. In business for 147 years, we’re\nhelping 82 million customers(1) plan, insure, invest, and retire, while\nworking to support the communities where we do business, and build an\ninclusive workforce. Principal(®) is proud to be recognized as one of the\n2026 World’s Most Ethical Companies(2) and named as a “Best Places to Work\nin Money Management(3).” Learn more about Principal and our commitment to\nbuilding a better future at principal.com\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fprincipal.com&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=principal.com&index=3&md5=df21978d8bbdf7e3932d2ab5edd4be61)\n.\n\n(1) As of June 30, 2026\n\n(2) Ethisphere, 2026\n\n(3) Pensions & Investments, 2025\n\nAbout SS&C Technologies\n\nSS&C is a leading provider of mission-critical, AI-powered technology and\nservices empowering financial services and healthcare organizations to work\nsmarter, faster, and securely. Founded in 1986, SS&C is headquartered in\nWindsor, Connecticut, and has offices worldwide. More than 23,000 financial\nservices and healthcare organizations, from the world's largest companies to\nsmall and mid-market firms, rely on SS&C for expertise, scale and\ntechnology.\n\nAdditional information about SS&C (Nasdaq: SSNC) is available at\nwww.ssctech.com\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.ssctech.com%3Futm_campaign%3DSSC2019-Enterprise-Press-Release-0219%26utm_medium%3Dpressrelease%26utm_source%3Dprnews%26utm_content%3DSSCHomepage&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=www.ssctech.com&index=4&md5=b080d5d24dee2cb8193be0f660fda75e)\n.\n\nFollow SS&C on X\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Ftwitter.com%2Fssctechnologies&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=X&index=5&md5=eae8cb8d20122396d5f24060d60a8e6d)\n, LinkedIn\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.linkedin.com%2Fcompanies%2Fss-c-technologies&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=LinkedIn&index=6&md5=88ecef33c5c62714891ed937ac20bd8a)\nand Facebook\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.facebook.com%2Fpages%2FSSC-Technologies-Inc%2F191750415876&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=Facebook&index=7&md5=66a3d1e5c2f89fd152c8a4eefd21267f)\n.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260915448600/en/\n(https://www.businesswire.com/news/home/20260915448600/en/)\n\nBrian Schell\n\nChief Financial Officer\n\nSS&C Technologies\n\nTel: +1-816-642-0915\n\nE-mail: InvestorRelations@sscinc.com (mailto:InvestorRelations@sscinc.com)\n\nJustine Stone\n\nInvestor Relations\n\nSS&C Technologies\n\nTel: +1-212-367-4705\n\nE-mail: InvestorRelations@sscinc.com (mailto:InvestorRelations@sscinc.com)\n\nMedia Contacts\n\nMadison Gallo\n\nProsek Partners\n\nE-mail: pro-SSC@prosek.com (mailto:pro-SSC@prosek.com)\n\n\nCopyright Business Wire 2026","article_body_html":"","raw_payload":{"data":{"id":"nBw1yRcjSa-20260915","title":"SS&C Selected to Support Principal Retirement Income Offering","author":"Business Wire","ticker":"PFG","created":"2026-09-15T13:00:03.946Z","tickers":["PFG","SSNC"],"exchange":"NASDAQ","article_body":"SS&C Selected to Support Principal Retirement Income Offering\n\nSS&C Technologies Holdings, Inc.\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.ssctech.com%2F%3Futm_campaign%3DSSC2026-Enterprise-Press-Release-0926%26utm_medium%3Dpressrelease%26utm_source%3Dprnews%26utm_content%3DPrincipal-Retirement-Income&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=SS%26amp%3BC+Technologies+Holdings%2C+Inc.&index=1&md5=2e1bc55fc1d13cad680f7b33c0db23c8)\n(Nasdaq: SSNC) today announced that Principal Financial Group has selected\nSS&C Retirement Solutions to support connectivity and administration for\nits growing retirement income suite. Principal will use SS&C‘s\nRetirement Income Clearing & Calculation (RICC) platform to help support\ndistribution across a growing line of proprietary and curated third-party\nretirement income products.\n\n“As plan sponsors look for ways to help employees move from accumulation to\nincome, connectivity across the retirement ecosystem is becoming increasingly\nimportant,” said Brett Fisher, assistant vice president of investment\nproduct strategy at Principal Financial Group. “Greater standardization and\nconnectivity across providers can help facilitate portability and support\nbroader access to retirement income options for plan sponsors and\nparticipants.”\n\nSS&C RICC is designed to help facilitate interactions between providers\nand recordkeepers, supporting a more standardized approach to delivering\nretirement income solutions. The engagement builds on SS&C’s long-term\nrelationship with Principal, including fund services provided by SS&C\nGlobal Investor & Distribution Solutions.\n\n“We are pleased to extend our valued long-term relationship with Principal\nFinancial Group,” said Michael Rogalski, Head of SS&C Retirement\nSolutions. “As the industry creates more ways to help investors convert\nsavings into steady retirement income, it’s more important than ever to\nensure connectivity and portability for these solutions. We look forward to\nworking with Principal Financial as they scale their retirement income\noffering.”\n\nSS&C RICC platform is on track to connect seven major recordkeepers\nrepresenting $6.6 trillion in assets under administration and 70 million\nparticipants by the end of the year. Learn more here\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.ssctech.com%2Fproducts%2Fricc%3Futm_campaign%3D%2520SSC2026-Enterprise-Press-Release-0926%26utm_medium%3Dpressrelease%26utm_source%3Dprnews%26utm_content%3DPrincipal-Retirement-Income&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=here&index=2&md5=728c087dac58ada9858722a884fe1fab)\n.\n\nAbout Principal Financial Group®\n\nPrincipal Financial Group(®) (Nasdaq: PFG) is a global financial company with\napproximately 19,000 employees(1) passionate about improving the wealth and\nwell-being of people and businesses. In business for 147 years, we’re\nhelping 82 million customers(1) plan, insure, invest, and retire, while\nworking to support the communities where we do business, and build an\ninclusive workforce. Principal(®) is proud to be recognized as one of the\n2026 World’s Most Ethical Companies(2) and named as a “Best Places to Work\nin Money Management(3).” Learn more about Principal and our commitment to\nbuilding a better future at principal.com\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fprincipal.com&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=principal.com&index=3&md5=df21978d8bbdf7e3932d2ab5edd4be61)\n.\n\n(1) As of June 30, 2026\n\n(2) Ethisphere, 2026\n\n(3) Pensions & Investments, 2025\n\nAbout SS&C Technologies\n\nSS&C is a leading provider of mission-critical, AI-powered technology and\nservices empowering financial services and healthcare organizations to work\nsmarter, faster, and securely. Founded in 1986, SS&C is headquartered in\nWindsor, Connecticut, and has offices worldwide. More than 23,000 financial\nservices and healthcare organizations, from the world's largest companies to\nsmall and mid-market firms, rely on SS&C for expertise, scale and\ntechnology.\n\nAdditional information about SS&C (Nasdaq: SSNC) is available at\nwww.ssctech.com\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=https%3A%2F%2Fwww.ssctech.com%3Futm_campaign%3DSSC2019-Enterprise-Press-Release-0219%26utm_medium%3Dpressrelease%26utm_source%3Dprnews%26utm_content%3DSSCHomepage&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=www.ssctech.com&index=4&md5=b080d5d24dee2cb8193be0f660fda75e)\n.\n\nFollow SS&C on X\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Ftwitter.com%2Fssctechnologies&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=X&index=5&md5=eae8cb8d20122396d5f24060d60a8e6d)\n, LinkedIn\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.linkedin.com%2Fcompanies%2Fss-c-technologies&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=LinkedIn&index=6&md5=88ecef33c5c62714891ed937ac20bd8a)\nand Facebook\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.facebook.com%2Fpages%2FSSC-Technologies-Inc%2F191750415876&esheet=54604265&newsitemid=20260915448600&lan=en-US&anchor=Facebook&index=7&md5=66a3d1e5c2f89fd152c8a4eefd21267f)\n.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260915448600/en/\n(https://www.businesswire.com/news/home/20260915448600/en/)\n\nBrian Schell\n\nChief Financial Officer\n\nSS&C Technologies\n\nTel: +1-816-642-0915\n\nE-mail: InvestorRelations@sscinc.com (mailto:InvestorRelations@sscinc.com)\n\nJustine Stone\n\nInvestor Relations\n\nSS&C Technologies\n\nTel: +1-212-367-4705\n\nE-mail: InvestorRelations@sscinc.com (mailto:InvestorRelations@sscinc.com)\n\nMedia Contacts\n\nMadison Gallo\n\nProsek Partners\n\nE-mail: pro-SSC@prosek.com (mailto:pro-SSC@prosek.com)\n\n\nCopyright Business Wire 2026"},"type":"article","timestamp":"2026-09-15T13:00:04.091097644Z","server_sent_at_ms":1789477204091},"received_at":"2026-09-15T13:00:37.562Z","source_url":"https://www.businesswire.com/news/home/20260915448600/en/"},"analysis":{"id":"132806","press_release_id":"143973","analysis_json":{"industry":{"label":"Insurance","sector":"Financials"},"redFlags":[],"eventType":"partnership","narrative":"Principal Financial Group has selected SS&C Retirement Solutions to support connectivity and administration for its growing retirement income suite, using SS&C's Retirement Income Clearing & Calculation (RICC) platform.\n\nPrincipal frames the move as addressing plan-sponsor demand for portability and standardized connectivity as employees shift from accumulation to income; the engagement extends a long-term relationship that already includes SS&C fund services.\n\nSS&C's RICC platform is on track to connect seven major recordkeepers representing $6.6 trillion in assets under administration and 70 million participants by the end of the year.\n\nThe release was authored by SS&C (SSNC) and discloses no financial terms, making it a routine vendor announcement with limited direct impact on PFG.","sentiment":"neutral","agentHooks":{"shouldPost":false,"suggestedAngle":"Low-signal SS&C-authored vendor announcement naming PFG as a RICC client; the only notable datapoint is the RICC ecosystem scale of $6.6T AUA across seven recordkeepers."},"keyFigures":{"customDimensions":{"ricc_aua":"$6.6 trillion","ricc_timeframe":"by end of the year","ricc_participants":"70 million","ricc_recordkeepers":7}},"quotedText":"We are pleased to extend our valued long-term relationship with Principal","namedEntities":{"people":[{"name":"Brett Fisher","role":"assistant vice president of investment product strategy at Principal Financial Group"},{"name":"Michael Rogalski","role":"Head of SS&C Retirement Solutions"}],"products":["SS&C Retirement Solutions","Retirement Income Clearing & Calculation (RICC) platform","SS&C Global Investor & Distribution Solutions"],"companies":[{"name":"Principal Financial Group","ticker":"PFG","relationship":"filer / customer of SS&C"},{"name":"SS&C Technologies Holdings, Inc.","ticker":"SSNC","relationship":"vendor / release author"}],"dollarAmounts":[{"amount":"$6.6 trillion","context":"assets under administration across the seven major recordkeepers the SS&C RICC platform is on track to connect by year-end"}]},"materialImpact":{"score":1,"reasoning":"Routine vendor-selection announcement authored by SS&C naming PFG as a client for its RICC platform. No financial terms, deal value, or guidance impact disclosed; minimal direct consequence for Principal."},"tickerRelevance":{"others":[{"ticker":"SSNC","relevance":"partner / vendor and author of the release"}],"primary":"PFG"},"globalImportance":12,"audienceRelevance":30,"eventTypeSecondary":[],"importanceComponents":{"tickerTier":"large-cap S&P 500 financial","eventGravity":"routine vendor selection","issuerAuthored":false,"marketingRelease":true,"financialTermsDisclosed":false}},"event_type":"partnership","event_type_secondary":null,"sentiment":"neutral","material_impact_score":1,"narrative":"Principal Financial Group has selected SS&C Retirement Solutions to support connectivity and administration for its growing retirement income suite, using SS&C's Retirement Income Clearing & Calculation (RICC) platform.\n\nPrincipal frames the move as addressing plan-sponsor demand for portability and standardized connectivity as employees shift from accumulation to income; the engagement extends a long-term relationship that already includes SS&C fund services.\n\nSS&C's RICC platform is on track to connect seven major recordkeepers representing $6.6 trillion in assets under administration and 70 million participants by the end of the year.\n\nThe release was authored by SS&C (SSNC) and discloses no financial terms, making it a routine vendor announcement with limited direct impact on PFG.","key_figures":{"customDimensions":{"ricc_aua":"$6.6 trillion","ricc_timeframe":"by end of the year","ricc_participants":"70 million","ricc_recordkeepers":7}},"named_entities":{"people":[{"name":"Brett Fisher","role":"assistant vice president of investment product strategy at Principal Financial Group"},{"name":"Michael Rogalski","role":"Head of SS&C Retirement Solutions"}],"products":["SS&C Retirement Solutions","Retirement Income Clearing & Calculation (RICC) platform","SS&C Global Investor & Distribution Solutions"],"companies":[{"name":"Principal Financial Group","ticker":"PFG","relationship":"filer / customer of SS&C"},{"name":"SS&C Technologies Holdings, Inc.","ticker":"SSNC","relationship":"vendor / release author"}],"dollarAmounts":[{"amount":"$6.6 trillion","context":"assets under administration across the seven major recordkeepers the SS&C RICC platform is on track to connect by year-end"}]},"model_name":"glm-5.3-flash","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-09-15T13:03:06.699Z","global_importance":12,"audience_relevance":30,"importance_components":{"tickerTier":"large-cap S&P 500 financial","eventGravity":"routine vendor selection","issuerAuthored":false,"marketingRelease":true,"financialTermsDisclosed":false}},"durationMs":36110,"modelName":"glm-5.3-flash"}}