Rollover Distribution Platform

Reduce rollover processing time and expenses.

Increase time invested in the market.

Flexibility to fit all asset and advisor business models.

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.

Ease the Pain of Processing

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:

  • Paperless process – Eliminate paperwork by processing rollovers online with ACH check processing, reducing the number of steps and potential for errors.
  • Transaction expense recapture – Recoup a portion of the cost of rollover processing through a per-rollover transaction fee.
  • Less time out of market for participants – Reduce your typical rollover time from an average of 38-45 days to 2-3 days.

Streamline Rollovers to Existing IRAs

Retirement Solutions Voluntary Rollover Distribution model illustration

Streamline Rollovers to Existing IRAs

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

1The Cerulli Report, US Evolution of the Retirement Investor 2016





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