DST and Rollover Platform Form Alliance

DST Retirement Solutions and Wealth Management Systems Inc. (WMSI) formed a partnership to provide expanded rollover service options to DST clients.

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.