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.
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.
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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