Plan Sponsor/Broker Access
This application lets clients deliver plan and participant information electronically instead of on paper. Plan Sponsors and Broker/Dealers will have access to this information at any time.
This customizable platform allows DST clients to integrate the access for plan sponsors to TRAC, DST’s participant recordkeeping system, into their existing Web site in order to keep a consistent look and feel. Plan sponsors and others can access the plan administrator's Web site to view account information. Broker/Dealer access to plan information, through DST's Vision® Web site, provides a central location to view mutual fund and variable annuity, as well as defined contribution account data.
The password-protected sites ensure, through a User ID and personal identification number, that all account data is secure.
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