Rethink the Rollover Experience

The retirement industry has proactively developed programs and solutions that drive 401(k) plan enrollment and savings, yet plan participants are often virtually abandoned in terms of education and support when they leave a plan and must choose what to do with that plan's account balance.

With baby boomers and job changers driving retirement plan distribution events in ever-increasing numbers, the need to enhance support and service levels for participants at this critical stage is greater than ever. DST's white paper, "A Call to Action: Improving the Rollover Experience Post-DOL", explores the trends and challenges shaping the retirement industry's response, including the DOL Fiduciary Rule, and the opportunity for those competitive industry leaders ready to rethink the rollover experience.

Complete the brief form following the infographic to download the white paper today.

Rethink Rollovers

 




Featured Insights
  • White Paper: Best Practices for Addressing Automatic Participant Rollovers
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  • Case Study: DST Supercharges a Retirement Planning Microsite
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  • DST Responds to Advisor “Wish List” With a New Digital Platform
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