PCS Transition Overview
IPX is transitioning its recordkeeping business for retirement plans and IRAs to PCS Retirement.
Key Dates You Need to Know
March 6, 2024 |
AdvisorTrust became the custodian. |
April 19, 2024 to April 21, 2024 |
To facilitate a smooth and seamless transition, access to IRA and participants’ accounts will not be available during this time. Investment directions, transfers, distributions, and other requests will not be processed during this brief “blackout” period. |
April 22, 2024 |
Online access will be available for the Plan. |
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IPX Recordkeeping – Institutional Support
IPX recordkeeping platform, including employer plans and the IPX IRA
Department |
Email Address |
Fax |
For help with: |
| Contributions | [email protected] | 720-739-4665 | Incoming Deposits and allocation of deposits |
| Enrollment | [email protected] | 720-739-4711 | Enrollment paperwork, beneficiary updates, name/status updates |
| New Plan Setup / Express Enroll | [email protected] | 720-739-4855 | Payroll slot setup, Plan Setup, Conversions, Express/Quick Enroll Enrollments |
| Incoming Transfers / Exchange / Rollovers (TERs) | [email protected] | 720-900-2909 | Individual participant transfers, exchange and rollovers into the IPX recordkeeping platform |
| Outgoing Distributions / Transfers | [email protected] | 720-900-2769 | Individual distributions and loan requests |
| Advisor Support | [email protected] | Financial advisor support questions |
Contributions Department |
|
| [email protected] | |
| Fax | 720-739-4665 |
| For help with… | Incoming Deposits and allocation of deposits |
Enrollment Department |
|
| [email protected] | |
| Fax | 720-739-4711 |
| For help with… | Enrollment paperwork, beneficiary updates, name/status updates |
New Plan Setup / Express Enroll Department |
|
| [email protected] | |
| Fax | 720-739-4855 |
| For help with… | Payroll slot setup, Plan Setup, Conversions, Express/Quick Enroll Enrollments |
Incoming Transfers / Exchange / Rollovers (TERs) Department |
|
| [email protected] | |
| Fax | 720-900-2909 |
| For help with… | Individual participant transfers, exchange and rollovers into the IPX recordkeeping platform |
Outgoing Distributions / Transfers Department |
|
| [email protected] | |
| Fax | 720-900-2769 |
| For help with… | Individual distributions and loan requests |
Advisor Support Department |
|
| [email protected] | |
| Fax | n/a |
| For help with… | Financial advisor support questions |