IRA Solutions for Advisors

IPX Safe Harbor IRA

for advisors who manage all types  of retirement plans, including 401(k)

Our Safe Harbor IRA provides a best-in-class solution for plan sponsors who have, or are considering adding, a force-out IRA option to their retirement plan documents.

The IPX Safe Harbor IRA solution offers hands-free administration while meeting your fiduciary obligations and standards of care. Account holders benefit from the industry’s most comprehensive outreach program while receiving market-leading investment returns.

Our Safe Harbor IRA is a no-cost, fully automated automatic rollover program that establishes IRA accounts for non-responsive former employees with qualifying balances in active plans and for non-responsive participants in terminated plans.

Help clients evaluate their fiduciary risk.

Talk to us about:

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An automatic rollover IRA for de minimus or small accounts under $5,000

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Managing uncashed distribution checks

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Missing participant searches and communications

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Management and “wind-down” support for terminating plans

IPX Safe Harbor IRA Benefits

More frequent missing-participant searches

Automated seamless technology means less data hassle

Low fees help former participants retain more funds

Guaranteed income account earns a competitive interest rate

Available for any type of retirement plan

Discover why a record number of plan sponsors are switching to the IPX Safe Harbor IRA for their force-out, uncashed checks and terminated plan needs.