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IPX Retirement Hosts Plan Governance Summit

IPX Retirement Hosts Plan Governance Summit

New governance program benefits 403(b)/457 retirement plan advisors and their clients.

IPX Retirement®, a leading retirement plan services provider, recently hosted the first Plan Governance Program Summit in Fort Worth, Texas on October 24-25, 2022. The PGP Summit served as a forum to review and discuss proven methods to improve plan governance for public sector retirement plans and to introduce the IPX Plan Governance Program to industry consultants and advisors.

FPS Group is now IPX Retirement!

FPS Group is now IPX Retirement!

In July 2021, retirement plan services provider FPS Group changed its name to IPX RetirementTM. The rebrand reflects the name of their flagship recordkeeping platform, Investment Provider Xchange, and the company’s renewed focus on investor outcomes.

The IPX Platform Opens Distribution for Annuity Product Providers 4.14.20

The IPX Platform Opens Distribution for Annuity Product Providers 4.14.20

The Investment Provider Xchange (“IPX”), an innovative solutions provider for retirement plan professionals, plan sponsors and participants in the 403(b) and 457(b) space, is making additional annuity products available for distribution. The move directly supports the needs and business objectives of fee-based advisors. At its core, IPX is an enhanced retirement plan recordkeeping application that is fully optimized for fee-based advisors in the governmental space.

Financial Advisor Kenneth Ford provides independent analysis and comparison of IPX platform for K-12 industry

Financial Advisor Kenneth Ford provides independent analysis and comparison of IPX platform for K-12 industry

If you are like many school district employees, there is a good chance you are using a 403(b) plan as a supplement to your pension to build a healthier retirement. Many of you probably signed up with a sales rep or agent that came to visit your school offering you their proprietary investment products. Perhaps they bought you lunch in the teacher’s lounge and gave a short presentation about the 403(b) basics. You listened and absorbed as much as you could, but there is a chance that all your other provider options were not fully presented to you.

Via k12financialadvisors.com

IPX profile on 403(b) Compare

IPX profile on 403(b) Compare

IPX platform is programmed to oversee all 403(b) retirement plan provisions to ensure compliance to State and Federal laws. Additional all TPA have access to IPX compliance report to provide additional oversight.

View on 403bcompare.com