The Spark Institute
SHAPING AMERICA'S RETIREMENT
Jude Metcalfe, President Jude Metcalfe
President
The SPARK Institute

Jude Metcalfe is president of DST Retirement Solutions where he is responsible for overseeing all aspects of the firm's defined contribution recordkeeping solutions. Mr. Metcalfe was appointed president in 2008 and has more than 25 years of financial services, retirement plan, and business process outsourcing experience.

DST Retirement Solutions is the single largest technology and servicing outsourcer in the industry, servicing 4.2 million retirement plan participants on its recordkeeping platform. Offering recordkeeping solutions ranging from ASP to full-service outsourcing, DST Retirement Solutions brings to market the broadest array of servicing options for retirement plan providers in a single offering. DST Retirement Solutions supports all plan sizes and types, including 401(k), 403(b), 457, profit sharing, and money purchase plans. Since DST Retirement Solutions has no proprietary products to distribute, it does not compete with its customers for plan sponsor business. DST Retirement Solutions is a wholly-owned subsidiary of DST Systems, Inc.

Prior to joining DST Retirement Solutions, Mr. Metcalfe was CEO of Wealth Management Systems, Inc. He also held leadership positions at other retirement industry organizations such as Bank of New York Mellon, Fidelity Investments, Kwasha Lipton, and Prudential. He was recently ranked one of most influential people in the 401(k) industry by 401kwire.com

Mr. Metcalfe holds Bachelor of Arts degrees in Business Administration and Psychology from Rutgers University. He is also Series 7, 24, and 63 licensed. Mr. Metcalfe serves on the board of trustees for the Employee Benefit Research Institute (EBRI).