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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Modernizing Non-ERISA Plans in 2023 and Beyond: Part 2

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.