Contact Us
INVESTOR CUSTOMER SERVICE
For questions regarding your Safe Harbor IRA, IPX® IRA, or IPX Retirement® accounts through your employer, call our Customer Service center at 844-788-3474 Monday through Friday, 9:30 am EST to 6:30 pm EST or complete this contact form.
For questions regarding your Safe Harbor IRA, IPX® IRA, or IPX Retirement® accounts through your employer, call our Customer Service center at 844-788-3474 Monday through Friday, 9:30 am EST to 6:30 pm EST or complete this contact form.
Contact customer service for help on your account.
INSTITUTIONAL SALES
If you are a plan sponsor or a financial professional new to IPX, please contact us at 888-505-3759 to learn more about our retirement plan solutions for your organization. For support on your account or a client’s account, please call Customer Service at 844-788-3474.
Contact Sales
IPX Retirement
9200 E. Mineral Avenue
Suite 225
Centennial, CO 80112
Customer Service: 844-788-3474
General Sales: 888-505-3759
Institutional Support
We are here to help! If you are a plan sponsor or a financial professional, please contact your account manager or call our Customer Service center at 844-788-3474, Monday through Friday, 9:30 am EST to 6:30 pm EST.
Additional departmental contacts:
IPX Recordkeeping – Institutional Support
IPX recordkeeping platform, including employer plans and the IPX IRA
Department |
Email Address |
Fax |
For help with: |
| Contributions | contributions@ipxretirement.com | 720-739-4665 | Incoming Deposits and allocation of deposits |
| Enrollment | enrollments@ipxretirement.com | 720-739-4711 | Enrollment paperwork, beneficiary updates, name/status updates |
| New Plan Setup / Express Enroll | plansetup@ipxretirement.com | 720-739-4855 | Payroll slot setup, Plan Setup, Conversions, Express/Quick Enroll Enrollments |
| Incoming Transfers / Exchange / Rollovers (TERs) | terservice@ipxretirement.com | 720-900-2909 | Individual participant transfers, exchange and rollovers into the IPX recordkeeping platform |
| Outgoing Distributions / Transfers | distributions@ipxretirement.com | 720-900-2769 | Individual distributions and loan requests |
| Advisor Support | advisorsupport@ipxretirement.com | Financial advisor support questions |
Contributions Department |
|
| contributions@ipxretirement.com | |
| Fax | 720-739-4665 |
| For help with… | Incoming Deposits and allocation of deposits |
Enrollment Department |
|
| enrollments@ipxretirement.com | |
| Fax | 720-739-4711 |
| For help with… | Enrollment paperwork, beneficiary updates, name/status updates |
New Plan Setup / Express Enroll Department |
|
| plansetup@ipxretirement.com | |
| Fax | 720-739-4855 |
| For help with… | Payroll slot setup, Plan Setup, Conversions, Express/Quick Enroll Enrollments |
Incoming Transfers / Exchange / Rollovers (TERs) Department |
|
| terservice@ipxretirement.com | |
| Fax | 720-900-2909 |
| For help with… | Individual participant transfers, exchange and rollovers into the IPX recordkeeping platform |
Outgoing Distributions / Transfers Department |
|
| distributions@ipxretirement.com | |
| Fax | 720-900-2769 |
| For help with… | Individual distributions and loan requests |
Advisor Support Department |
|
| advisorsupport@ipxretirement.com | |
| Fax | n/a |
| For help with… | Financial advisor support questions |
IPX Trust – Institutional Support
Safe Harbor IRA, Paying Agent and Trust & Custody Support
Department |
Fax Number |
Phone |
| IPX Trust | 877-657-2662 | 844-788-3474 |
IPX Trust mailing address: PO Box 4637, Englewood, CO 80155