What We Do
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 Safe Harbor IRA: your force-out, auto-rollover IRA solution for terminated plans and de minimis and former employee accounts. Available for all defined contribution plans, including 401(k)
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
Paying agent services
Custody services
