IPX Master Recordkeeping Transforms 403(b) Plans While Keeping Provider Choice. Two years after the creation of the IPX Plan Governance Program (PGP), IPX Retirement® is transforming standard recordkeeping and administration within the 403(b)/457 industry while preserving and strengthening the multi-product industry.
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® 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® has partnered with Benetic® to provide advisors an easy, efficient way to find the best retirement solutions for their Non-Profit and Governmental plans.
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...
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.
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.
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 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.