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.

Whether you serve individual investors, employer retirement plans, or both, our IPX Retirement^® recordkeeping platform is the solution for you.

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.

Advisor Web Portal displayed across multiple devices

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.

With IPX^®, your clients can choose from a variety of investments and multiple providers in one retirement plan—including mutual funds from well-known providers such as Fidelity and Vanguard, retirement income products including annuities, and customized model portfolios designed by you or your firm.

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.

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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.

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TERS helps my business

The IPX-TER (Transfers, Exchanges, Rollovers) team is wonderful. With the support of the IPX-TER team, I can grow my business instead of chasing down paperwork and statuses to complete transfers. I can focus on growing my business and supporting my existing clients.

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Bob Edwards

EDWARDS FINANCIAL

Discover what advisors are saying about IPX

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

Create and print reports on-demand through advisor and firm portals

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