According to Cerulli Research1, nearly $400 billion in defined contribution plan assets were transferred to IRAs in 2016. The continued increase in rollover volume is fueling a corresponding increase in the administrative burden and costs on recordkeepers processing rollovers.
Leverage DST technology to automate rollover processing to existing IRAs and defray rollover costs with options to fit all business models. DST’s integrated recordkeeper-IRA provider connectivity can be implemented to align with your call center technology and/or directly through your participant website, providing:
Call 800.525.4237 for a one-on-one walkthrough or contact us.
1The Cerulli Report, US Evolution of the Retirement Investor 2016