Through integration within DST’s recordkeeping platform, WMSI’s suite of rollover services can be deployed to capitalize on rollover and asset retention opportunities. These services include:
• Rollover Solutions Network: a Web-based rollover application that helps streamline the rollover process and makes IRA services accessible to participants at the plan level.
• Call Center Application: aggregates and plans participant and adviser data across multiple platforms providing representatives with full rollover servicing capabilities.
• Advisor Rollover Network: enables advisers to target market rollover services to select plan participants across their plans and manage direct rollover referrals.
• Automatic Rollover Program: provides plan sponsors with a streamlined solution for administering force-out provisions and plan terminations.