PCS Transition Overview

IPX is transitioning its recordkeeping business for retirement plans and IRAs to PCS Retirement. More details will be coming soon. No action is needed at this time.

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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Talk to one of our Customer Service Associates at 844-788-3474 or contact us using the form below.


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IPX Retirement Customer Service Associates are available Monday through Friday, from 9:30 am – 6:30 pm EST.