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

An Independent Review of the Investment Provider Xchange (IPX) 403(b) Platform

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.

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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.