Products November 8, 2011

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.
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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.

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