What We Do

IPX Retirement® is a leading provider of trust, custody and recordkeeping services to the retirement plan industry.

When you partner with IPX®, you’re tapping into a depth of industry experience and technological expertise that will streamline processes and reduce operational costs. That’s good for your business and good for your clients.

Recordkeeping Solutions

403(b), 457, FICA-alternative, and 401(a)

Non-profit plan solutions on the IPX Platform for school districts, higher education, municipalities, religious and other non-profit organizations

The IPX Plan Governance Program, consisting of five essential components, is designed to empower advisors as they work with plan sponsors to craft a well-governed Non-ERISA plan

Lifetime Income Solutions

Retirement Edge enables any retirement plan to offer “in-plan” lifetime income options to participants

IRA Solutions

IPX IRA: Traditional or Roth individual retirement accounts for individual rollovers or transfers; also custom-branded IRA sites developed specifically for your advisory firm

Trust Solutions

Custody services