Retirement Solutions for Advisors
We can help you deliver more value
with IPX® recordkeeping, designed for 403(b), 457, FICA Alt and other non-profit plans.
Designed to modernize the traditional, limited choice, non-profit retirement plan, the IPX Platform will transform how you and your clients are able to manage your retirement accounts.

The Investment Provider Xchange (IPX)® is the industry’s only recordkeeping solution designed to process annuities, managed portfolios, mutual funds and ETFs on one common platform. IPX connects plan participants with the advice and the investment selections they need, when they need it.

Finally, hard-working employees at schools, hospitals, colleges, non-profit and faith-based organizations now have the same investment opportunities—or better—than those who work for employers offering 401(k) plans.
IPX® provides a dashboard to consolidate investment reporting, detailed plan participant data and other tools that allow you to better service and grow your retirement plan business.
IPX can actively trade mutual funds, ETFs, annuities and managed portfolios on the platform. Advisors can now leverage the investment solutions curated for 401(k) plans even within non-profit 403(b) and 457 plans.
Investments on the IPX Platform could include:
Stable value fund
Mutual funds
Fixed guaranteed annuity
Exchange traded funds (ETF)
Variable annuities
Managed portfolios*
*Advisors can create customized managed portfolio solutions to offer participants on the IPX platform.
IPX offers a variety of resources to advisors and their firms:

Use our e-signature system to complete all required paperwork when you meet clients digitally

Leverage payroll slots in the K-12 market available immediately, nationwide

Get up and running quickly with our free enrollment and platform training

Receive support from dedicated IPX account and operations staff

Download ready-made account and transaction forms, so you can do business anywhere

Restrict access to materials and information through our compliance-friendly system
