Rollover & Income Portability

Today’s retirement plan participants seek simple and intuitive rollover and income portability options that deliver a more seamless experience. Plans need capabilities that simplify the automatic rollover process and provide access to the voluntary rollover marketplace.

We deliver rollover solutions that integrate participant choice and education, and recordkeeper data with IRA providers for a faster, easier rollover experience for participants.

  • RolloverCentral: Leveraging multiple service channels – web, call center, and advisor – RolloverCentral’s client-centric model makes it easier than ever to capture dollars and maximize rollover opportunities resulting from 401(k), 403(b), 457(b), and other qualified retirement plan rollovers.*
  • Rollover Distribution Platform: Process participant rollovers to an existing IRA more efficiently and help reduce plan administration burden, risk, and costs, while recouping a portion of the rollover transaction cost.
  • Automatic Rollover Program (ARP): Addressing 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 and streamlines the management of terminated participant accounts.
  • Retirement Income Clearing Calculator: Tap into a simple and cost-effective model for the distribution and servicing of guaranteed income products with our Retirement Income Clearing Calculator (RICC®). A platform-agnostic middleware solution, our Retirement Income Clearing Calculator (RICC®), can connect with any recordkeeper and any income product, helping 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.

Rollover Solutions