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Infosys
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Overview

Infosys delivers resilient, future-ready retirement services and recordkeeping operations for global retirement providers by combining deep domain expertise with AI and cloud.

With 5,000+ specialists, we support defined contributions and non-qualified plans across setup, transactions, distributions, trust services, compliance, and participant support.


With Infosys Topaz (AI-first suite of services and platforms) and Infosys Cobalt (cloud), we embed intelligent automation, real-time analytics, and secure integrations into core workflows—accelerating time-to-value while maintaining strong governance. Backed by proven platforms such as McCamish VPAS® BPA and with a product-agnostic approach, we help clients throughout the retirement ecosystem reduce TCO, improve accuracy, create operational and cost efficiencies, enhance engagement and experiences, unlock growth potential, and produce audit-ready outcomes.

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Key stats

21M+ Participants served
5000+ Plans served across 401k and IRA
$500B+ Annual money movements
2.5M+ Annual participants phone calls
1.5M+ Tax forms mailed annually
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Insights

Discover thoughtful viewpoints on the evolving dynamics of asset and wealth management, and digital innovation.

Point Of View

AI-First services and solutions for retirement service providers
Blog

The retirement conundrum: preparing for the grey days

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Point of View

Infosys insights: digital experiences earn retirement dollars

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Point of View

Reconciliation in the age of machine learning

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Blog

AI-powered retirement services built for scale, trust, and experience

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White Paper

Solving the enigma of uncashed checks

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Blog

The retirement conundrum: exploring the US market for retirement services

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The Infosys approach

Integrated tech and operations experience 

Our integrated and product-agnostic approach to technology, operations, and program management enables our team to deliver value through tailored solutions while simultaneously navigating change at every level.

Retirement depth and breadth

  • We proudly serve 11 out of the top 20 US Defined Contribution (DC) providers
  • Our global practice services DC and Defined Benefit (DB) retirement providers across US, Canada, Europe, and Australia
  • Our Retirement Center of Excellence (RCOE) acts as a strategic advisor, leveraging market insights and innovation to help clients drive growth and provide differentiated experiences

Our expertise in the end-to-end retirement value chain

Our expertise in the end-to-end retirement value chain
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Contact center operations

Our team Resilient global delivery model Platform modernization

  • Team of 650+ experts
  • Serving 21 M+ participants annually
  • Covering 5000+ plans (401k, 401a, 403b, 457)
  • USA (Malvern & Phoenix)
  • Philippines (BGC & Alabang)
  • India (Bangalore)
  • Enabled a cloud-based contact center
  • Streamlined adjustments to skilling, call routing, IVR updates
  • Modernized WFM capabilities and forecasting
  • Enhanced agent softphone, dashboard, metric reporting
  • Participant and plan sponsor portals

Our expertise in contact center ops

Our expertise in contact center ops
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Products and solutions

Infosys Topaz

AI-first suite of services and platforms leveraging generative AI to modernize retirement operations, enhance productivity, and scale innovation responsibly.
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ITRS

Enterprise-grade, data-agnostic reconciliation platform enabling end-to-end matching, exception management, and audit-ready reporting.
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Infosys Helix

Digital onboarding solution that streamlines intake, tracking, and compliance to accelerate participant and partner onboarding journeys.
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XtractEdge

AI-powered intelligent document processing to automate the extraction and validation of data from unstructured retirement documents.

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AssistEdge Discover

AI-based digital interaction intelligence platform that analyzes real user processes to identify high-value automation opportunities.

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Infosys Cortex

AI-driven customer engagement and operational intelligence platform that provides conversational analytics and real-time decision support.
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HR payroll outsourcing

Comprehensive, end-to-end payroll outsourcing solutions.
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RPA-as-a-service

Managed, product-agnostic robotic process automation solution to reduce manual effort.
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Infosys Finacle

Cloud-native wealth management platform that enables personalized advisory services, portfolio consolidation, and end-to-end money movement management.
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Infosys McCamish

Cloud-ready retirement technology platform with end-to-end capabilities from plan, design to recordkeeping.

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Infosys retirement offerings

Our deep know-how of the industry enables us to solve today’s challenges while planning for tomorrow.

  • Strategy consulting and advisory: End-to-end strategic advisory, including thought leadership (POVs), design thinking workshops, digital transformation journeys, capability maturity assessments, delivery and technology roadmaps, vendor evaluation and selection, and operating model design with governance frameworks
  • Platform technology services: Platform modernization, transformation, and custom solutions
  • Process optimization: Modular optimization of processes and client experiences
  • Data foundation: Data management and analytics
  • System integration: Integrate platforms, third-party solutions, products, and functions to provide a holistic offering
  • Managed services: BPO, contact center operation (CCaaS), IT ops, data security, compliance & risk, and retirement administration & support functions

Infosys retirement practice stays close to market trends and the latest innovation. We leverage Infosys’ AI-driven ecosystem and the Topaz platform to develop innovative solutions:

  • AnswerSmart: An AI‑powered virtual SME that provides accurate information across plan documents, SOPs and regulatory materials fast.
  • Email Workbench : A workflow management tool leveraging AI, NLP & OCR capabilities to understand senders’ intent, extract useful data and information, and automate steps to fulfill email-based queries and service requests.
  • Advisor analytics: Insight-driven digital tools providing retirement advisors an integrated, personalized view of their book of business and knowledge resources.
  • Digital Command Center: A cloud-based solution to monitor and streamline tech and business operations by automating reporting, analytics, and incident management.
  • Cortex AI Coach: AI-simulated customer interactions to train and upskill contact center agents.
  • Hardship withdrawal: An AI platform that automates transaction requests and approvals by interpreting plan and IRS rules, guiding users, validating documents, and removing the need for forms.
  • Discover/Aris: Task and process mining tools. Discover provides visual analysis of current processes/variations as well as interactive task maps to assist with optimal process and workflow design, and inventorying of automation opportunities. Aris provides end-to-end transparency across processes, identifying root causes of delays and bottlenecks.
  • Customer 360: AI/ML-based omni-channel experience tool that provides customized next-best actions enabling participants to provide hyper-personalized services to clients.
  • Digital avatar: A generative AI-powered digital avatar that provides personalized self-service to plan sponsors, advisors, and participants.

AI-powered sales to service solutions

Infosys retirement sales to service is a first-of-its-kind, agentic AI-powered suite that automates the entire lifecycle of retirement plan management. Its components include:

  • Proposal generator: Instant lead qualification and seamless generation of customized proposal documents, meeting specific requirements of each client.
  • Smart plan analysis: Helps generate plan design and offering recommendations based on existing plan and industry best practices.
  • Plan doc generator: Instant plan document creation/updating for a custom proposal and seamless onboarding; dynamically reflects revisions across all proposal and plan documents with one-click automatic edits during sales to onboarding.
  • Plan shell setup and audit: Creates a plan shell automatically, reducing manual intervention and enabling automatic reviews in the future against a governing plan.
  • Collaboration center and event tracker: A collaborative platform with a centralized dashboard featuring automatically generated project plan, event tracker, and document upload portal.
  • Conversion and payroll data translator: Automatically ingests, re-formats, reconciles, and maps conversion, demographic, financial, and payroll data into digestible format as required by recordkeepers.
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L&D to build future expertise

At Infosys, continuous learning is the backbone of our retirement services practice. We are committed to nurturing deep domain expertise, advancing professional capability, and cultivating future‑ready talent through structured, industry‑aligned learning paths and cutting‑edge development programs.

In partnership with leading training providers and professional certification bodies, we deliver role‑based curricula, hands‑on labs, and credentials that keep our teams current with evolving regulations and best practices. A dedicated center of excellence (CoE) anchors this ecosystem, curating content, coaching practitioners, driving certifications, and accelerating innovation.

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