Capture Rollovers

DST’s TRAC platform provides a complete, Web-based Rollover IRA solution for retirement plan participants. The rollover technology supports both proprietary and non-proprietary investment options within a single account.

Moving assets from a retirement plan to an IRA account is traditionally a time-intensive, manual process. TRAC’s automated rollover solution significantly reduces the time it takes for participants to transfer money, while helping plan providers to retain assets under management.

With the automated rollover solution, most account transfers take as little as one day. Participants are not out of market at any time – receiving the same-day prices for the funds they select in their new IRA accounts.

To learn more about DST’s retirement solutions, contact TRAC@dstsystems.com.