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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.

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Contact customer service for help on your account.

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INSTITUTIONAL SALES & SUPPORT
If you are a plan sponsor or a financial professional, please contact us at 888-505-3759 to learn more about our retirement plan solutions for your organization.

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Contact Sales

IPX Retirement

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9200 E. Mineral Avenue
Suite 225
Centennial, CO 80112

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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

Email contributions@ipxretirement.com
Fax 720-739-4665
For help with… Incoming Deposits and allocation of deposits

 

Enrollment Department

Email enrollments@ipxretirement.com
Fax 720-739-4711
For help with… Enrollment paperwork, beneficiary updates, name/status updates

 

New Plan Setup / Express Enroll Department

Email 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

Email 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

Email distributions@ipxretirement.com
Fax 720-900-2769
For help with… Individual distributions and loan requests

 

Advisor Support Department

Email 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