DST Retirement Solutions has forged an alliance with fellow US company Wealth Management Systems to provide expanded rollover service options to DST clients.

WMS’ suite of services will be integrated with the record-keeping platform of the other company. Such services include:

- Rollover Solutions Network: a web-based rollover application that helps streamline the rollover process and makes IRA services accessible to participants at the plan level;

- Call Center Application: aggregates and plans participant and advisor data across platforms to provide representatives with full rollover servicing capabilities;   

- Advisor Rollover Network: this enables advisors to target market rollover services to select plan participants across their plans and manage direct rollover referrals;

- Automatic Rollover Program: provides plan sponsors with a streamlined solution for administering force-out provisions and plan terminations.

DST Retirement Solutions is a wholly-owned subsidiary of DST Systems.