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Ep 69 - What is a record keeper? episode artwork

Aug 6, 2025 20 min

Ep 69 - What is a record keeper?

from Fund Your Future with DRS Hosted by Washington State Department of Retirement Systems

If you’ve ever seen the name Voya Financial with your DCP or Plan 3 account and wondered what they do, this episode is for you. We look at the role of a record keeper: helping process transactions, maintain accounts, and support over 400,000 customers! We also look at what record keepers don’t do and how they differ from investment managers. Tune in to find out how record keepers play a key role in making your retirement accounts run smoothly.

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Ep 69 - What is a record keeper?

0:00 20:03

Chapters

  1. 0:18 Welcome to Fund Your Future
  2. 2:13 Understanding Record Keeper Responsibilities
  3. 4:06 What Record Keepers Don’t Do
  4. 6:11 Clarifying Record Keeper Misconceptions
  5. 7:52 The Educational Role of Record Keepers
  6. 11:31 Contracting with Record Keepers
  7. 13:04 Fee Structure Explained
  8. 15:01 Addressing Customer Concerns
  9. 17:59 The Importance of Collaboration
  10. 19:21 Navigating Communication Between DRS and Voya

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How long is this episode of Fund Your Future with DRS?

This episode is 20 minutes long.

When was this Fund Your Future with DRS episode published?

This episode was published on August 6, 2025.

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Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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