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Advisor Practice Management

Growing Successful Retirement Plan Practices

DST has developed an integrated suite of services designed to make the lives of advisors easier while enhancing their ability to adhere to fiduciary standards and fully support retirement plan sponsors. Designed with plan providers and advisors in mind, our comprehensive service offering creates a foundation of support for advisors to attract new plan sponsors and exceed their service level expectations.


A Strong Foundation for Growth & Decision Making

The Workstation is a comprehensive service offering that seamlessly integrates data from multiple sources with a selection of vendor tools and reporting capabilities. This integration creates a centralized dashboard for advisors to set up new plans and proactively oversee and monitor all aspects of retirement plan management.

  • Consolidated plan and participant views
  • Integrated plan management and fiduciary insight
  • Enhanced participant education and communication services
  • Integration with RolloverCentral®

Click here for more information about Advisor Workstation.



  • Advisor Marketing Solutions - Comprehensive, ready-to-go marketing campaigns to help promote your practice.
  • Seminars - Connect with prospects in real-time and establish your expertise.
  • ChartSource Advisor - Help clients better understand key financial concepts.
  • Newsletter OnDemand - Generate more sales and retain more business through easy-to-execute, consistent communications.
  • Interactive Site Solutions (ISS) - Grow your online presence and relationships with online content.
  • Tax Guide - All of your contacts should have a tax guide customized with your logo and contact information.
  • Stock Market History Poster - A fun way to inform and engage your clients and prospects.
  • Networking on Demand - Social media-ready articles to become an information resource for millennials and more.

Click here for more information about the newly added line of Marketing and Communications Services above, or click here for a full product catalog of additional services.



Integrate financial planning tools and calculators to add value to your advisor offering.

DST financial planning tools and calculators can be integrated within the Advisor Workstation or made accessible to advisors through a centralized website to better support client planning efforts.

  • Retirement Planner Tool
  • Retirement Plan Contribution Tool
  • Social Security Illustrator
  • Retirement Distribution Planner
  • Risk Assessment Questionnaire
  • Small Business Retirement Plan Selector
  • Roth Conversion
  • 72(T) Calculator
  • Stretch IRA Illustrator
  • Market Returns Risk
  • Roth Portal
  • 401(k) Employer Match Optimizer
  • Traditional 401(k) vs. Roth 401(k) Calculator
  • IRA Selection tool
  • Market Returns Risk
  • Roth Portal
  • 401(k) Employer Match Optimizer
  • Traditional 401(k) vs. Roth 401(k) Calculator
  • IRA Selection tool

Click here for more information about Retirement Planning Tools & Calculators.





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