TRAC

The TRAC recordkeeping platform is designed specifically for the economic and servicing requirements of the retirement marketplace. DST Systems draws on extensive industry experience and client collaboration to deliver innovative solutions that align with the unique demands of your retirement business.

As a real-time, rules based system, TRAC provides a single, integrated solution for multiple types and sizes of retirement plans. These include:

• 401(k)
• 403(b)
• 457
• Rollover IRA
• Group IRA
• Profit Sharing/Comparability/ESOP
• Money Purchase
• Simple IRA/Simple 401(k)
• SAR-SEP/SEP-IRA
• Non-Qualified

Rules-Based Processing
TRAC features a flexible, rules-based processing design. Option-driven rules can be established at the initial plan set-up to standardize business processes and improve overall efficiency and accuracy. The design can support everything from smaller plans to more complex plan provisions, using these provisions to intelligently drive processing.

Comprehensive Functionality
TRAC’s functionality provides comprehensive support for retirement plan servicing, including:

• Plan administration
• Broad support of investment vehicles
• Reporting – standard and ad hoc
• Extensive plan, participant, TPA, and broker/dealer self-servicing tools
• Trust and tax reporting
• Compliance testing
• Business process management integration
• Participant and plan communication

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