Designed from the ground up to improve investor outcomes
We connect investors with superior retirement plan options and forgotten 401(k)s.
 
Easing the burden of plan sponsors
We reduce costs and simplify plan administration, especially for non-profit plans.
 
Backing retirement plan professionals with modern solutions to common problems
Our experienced specialists can help, no matter what kind of plan you serve.
 
Designed from the ground up to improve investor outcomes
We connect investors with superior retirement plan options and forgotten 401(k)s.
 
Easing the burden of plan sponsors
We reduce costs and simplify plan administration, especially for non-profit plans.
 
Backing retirement plan professionals with modern solutions to common problems
Our experienced specialists can help, no matter what kind of plan you serve.

We develop and deliver the most innovative solutions for retirement plans and IRAs while supporting the financial professionals that serve them, all with one goal in mind:

To help investors achieve a secure and successful retirement.

Optimizing Investor Results

Better Plan Administration

Flexible Advisor Solutions

Simply designed to optimize investor results.

We offer investors and the advisors who serve them a superior online experience designed to maximize investment choices and connect with lost funds.

You’ve earned the right to the best.

Clean and simple plan oversight

We work with you, your advisor and TPA to evaluate your plan, clean it up, and achieve optimal results. Our superior Safe Harbor IRA force-out solution automates removal of missing participant or de minimis accounts and is available for any type of retirement plan. To ease plan oversight, our experts collaborate with your consultants to place multiple investment providers and plan vendors on to one recordkeeping platform — Investment Provider XchangeTM.

IPX Retirement offers the only recordkeeping platform for non-profit and governmental plans with access to different investment options, including ETFs, with a single login and holistic view of all accounts.

Higher Ed Case Study:

Discover how a community college simplified their plan administration using IPX Retirement

Preview of the case study (click to view)

Relax, we’ve got you.

Flexible Solutions for Plans You Serve

We partner with plan advisors, third-party administrators, and investment providers to design the right solution for your retirement plan clients. We offer force-out IRA solutions for any plan, modern recordkeeping for non-profit plans, and trust and custodial services, especially for health savings accounts.

Partner with us to grow your retirement business.

Whether you are an investor, a plan sponsor or the professionals that serve them, if you are looking to improve retirement plan results, look no further.

We’re right here.

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