In today’s evolving regulatory environment, it’s essential to make sure defined contribution plans are compliant and effective for their participants. Putting together a Plan Governance Program achieves both goals and is important both for plan sponsors and plan participants, even for plans not governed by ERISA requirements.
Modernizing Non-ERISA Plans in 2023 and Beyond: Part 1
What is the first thing you do when you start a new fitness regime or diet plan? You start with reviewing what is in your pantry and removing any junk foods and other items that no longer fit within your plan. Much in the same way, if you’re looking to modernize your plan, you need a plan.
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.
IPX Retirement Accounts Now Available for Account Aggregation Services
IPX Retirement® announced today that account information for retirement plan accounts on the IPX Platform recordkeeping system can now be accessed through external account aggregation at over 200 financial institutions and platforms across the U.S.
IPX Retirement Teams with Benetic
IPX Retirement® has partnered with Benetic® to provide advisors an easy, efficient way to find the best retirement solutions for their Non-Profit and Governmental plans.
Allianz Life Partners with IPX Retirement and iJoin to Offer Guaranteed Income Options
IPX Retirement is excited to announce that Allianz Life Insurance Company of North America (Allianz Life) is the first insurance carrier to offer an in-plan, guaranteed income option on the IPX Retirement Edge platform. The IPX Retirement Edge platform allows...
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.
FPS and iJoin launch seamless automation for Safe Harbor, auto-rollover IRAs
IPX Trust (formerly FPS Trust) and iJoin now offer a hands-free solution to automatically rollover small accounts in 401(k)s and other qualified retirement plans to individual retirement accounts (IRA). This fully automated process includes address verification, money movement and account opening for former employee accounts valued at less than $5,000.
School Districts and COVID-19: Fighting to Stay Healthy
A mix of school district administrators, from both large and small school districts in the western United States, are coming together on September 16, 2020 (virtually, of course!) to share how their districts are fighting to stay healthy during the pandemic.
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
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.
IPX Retirement CEO Bill Mueller provides insights on forgotten accounts dilemma
As defined contribution takes over as the main retirement savings vehicle from defined-benefit plans, the system must resolve the issue of forgotten accounts.
by Fred Barstein via RPAConvergence.com
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
IPX Insights presents: School Districts and COVID-19—Fighting to Stay Healthy
Top administrators discuss the physical, mental, and financial wellness of their districts during this virtual event.
IPX Platform opens distribution for annuity product providers
Platform enhancement allows 403(b) advisors to access annuity products alongside other investment vehicles and promote stronger participant outcomes
IPX provides virtual meeting service to connect advisors and participants
AdvisorConnect is a support network of plan sponsor-approved, registered financial professionals who specialize in the public-sector retirement space and has been designed as a value-add to plan participants seeking customized financial solutions.
By Rebecca Moore at planadviser.com