Rollover and Income Portability

With the rising number of baby boomer retirees and younger workers changing jobs more frequently, retirement plan participants are seeking simple and intuitive rollover and income portability options that deliver a more seamless experience. Our solutions help you respond to these expectations to retain assets and grow your business.

Our voluntary rollover solution, RolloverCentral®, provides an integrated platform and educational solutions for recordkeepers, TPAs, plan sponsors, and participants.  RolloverCentral makes IRA rollover services directly accessible to participants at the plan level, while enhancing distribution services and maximizing rollover opportunities resulting from 401(k), 403(b), 457(b) and other qualified retirement plan rollovers.  Some services are offered by DST Market Services, LLC a registered broker-dealer, member FINRA and SIPC. DST Market Services is a wholly owned subsidiary of DST Systems, Inc and an affiliate with DST Brokerage Solutions.

Our comprehensive Automatic Rollover Program (ARP) delivers streamlined management of terminated participant accounts. Designed to address the servicing needs of TPAs, recordkeepers, advisory firms, and plan sponsors, our program helps to simplify the administration of mandatory rollovers at the plan level.

Our Retirement Income Clearing Calculator (RICC®) is a platform-agnostic middleware solution connecting recordkeepers and retirement plans through a simplistic and cost-effective model for the distribution and servicing of guaranteed income products. This singular connection for retirement income products helps to minimize costs and keep relationship experiences intact for higher customer satisfaction.

Featured Insights
  • Best Practices for Addressing Automatic Participant Rollovers
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  • White Paper – A Call to Action: Improving the Rollover Experience Post-DOL
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