Best Practices for Addressing Automatic Participant Rollovers

Clean Up Your Plans to Reduce Fees and Complexity

Plan sponsors often need help addressing the separated accounts that accumulate as participants retire or change jobs.

Complete the following form to download DST’s white paper, “Best Practices for Addressing Automatic Participant Rollovers.” You’ll learn more about methods that may help you to:

  • Reduce plan expenses
  • Meet regulatory requirements
  • Keep track of balances left behind
  • Potentially eliminate the cost of an audit
  • Simplify participant disclosures
  • Eliminate the need to track former employees
  • Evaluate service options to help save time and expense

Call 800.525.4237 for a one-on-one walkthrough or contact us.

Featured Insights
  • White Paper: A Call to Action: Improving the Rollover Experience Post-DOL
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  • Case Study: DST Supercharges a Retirement Planning Microsite
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