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.

RolloverCentral®

RolloverCentral provides an integrated platform and educational solutions for recordkeepers, TPAs, and plan sponsors for voluntary rollovers. 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.*

Rollover Distribution Platform

Leverage DST's voluntary Rollover Distribution Platform to align with your own rollover model. Taking advantage of DST's recordkeeper-IRA provider integration for voluntary rollovers to existing IRAs can help reduce plan administration burden, risk, and costs, while recouping a portion of the rollover transaction cost.

Automatic Rollover Program (ARP)

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.

Lifetime Income Product Portability

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.

*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.




Featured Insights
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