Retirement Plans

DST provides the option to outsource all or portions of your retirement operations through our affiliate, Boston Financial Data Services (Boston Financial).

DST and State Street Bank formed Boston Financial as a joint venture in 1973. Today, the partnership is one of the most successful in the industry, with more than 30 years experience providing excellence in outsourcing.

Together, DST and Boston Financial offer selective outsourcing solutions and comprehensive support for retirement recordkeeping and administration functions, including:

• Participant, plan sponsor, and third-party administrator (TPA) servicing, including call center support
• Financial intermediary/agent support
• Plan Recordkeeping
• Eligibility tracking
• Plan acceptance and design
• Plan installation
• Plan compliance administration
• Trustee services
• Participant communication

For more information on DST's Outsourcing Solutions, contact TRAC@dstsystems.com