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 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

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Graphic listing key IPX services. Recordkeeping solutions include recordkeeping and plan governance. Lifetime Income Solutions include Retirement Edge. IRA solutions include Safe Harbor IRAs and IPX IRAs. Trust solutions include custody services and paying agent services.