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.
403(b), 457, FICA-alternative, 401(a) and health savings accounts
Non-profit plan solutions for school districts, higher education, municipalities, religious and other non-profit organizations
Retirement Edge enables any retirement plan to offer “in-plan” lifetime income options to participants
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
Paying agent services
Custody services, including for health savings accounts