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TRAC
Flexible Service Models
Plan-Level Access
Participant Access
Financial Intermediary Access
Capture Rollovers
Business Process Management
Participant Communications

Flexible Service Models

DST continually works in collaboration with our clients, to develop industry leading solutions. We deliver technology and service excellence that works specifically for your organization.

Along with this philosophy, we provide service model choices designed to reduce your operating costs, while meeting your unique needs.

Application Service Provider (ASP)
DST offers the TRAC recordkeeping and administration platform through an ASP model. This remote service model allows your company to focus on critical retirement operations while DST manages the investment in hardware and software. With DST as your ASP, you benefit from:

  • Integrated rules-based platform
  • Reduced IT support resources
  • Redundant data centers with disaster recovery
  • VRU and Internet services
  • Economy-of-scale development made by DST on behalf of its customers
  • Business process management
  • Regulatory upgrades

Outsourcing Your Operations
DST also provides the option to outsource all or portions of your 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 financial services 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

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