Financial Professonals Sales & Support

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Recordkeeping Solutions:

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Photo of Michael Schaeffer

Michael Schaeffer

Vice President of Business Development

Michael Shaeffer joined us in 2020 as a sales leader for our IPX team. Michael began his career in West Texas specializing in the design of retirement plans for the education and healthcare markets. Today, with more than 30 years of experience in the retirement plan and financial services industries, Michael is a recognized leader in the industry.

Within IPX Retirement Michael works with plan sponsors, broker dealers, distribution partners, product providers, third party administrators, consultants and RIAs to provide the best retirement solutions using leading edge technology. His understanding of our targeted markets and his reputation as a valued resource in the industry make him a great addition to the IPX Retirement.

Michael is married and lives in Pasadena, California.

michael.shaeffer@ipxretirement.com

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Photo of Troy Dryer

Troy Dryer CRPC, AIF, FPS Group

Vice President of Business Development
Troy Dryer brings more than 30 years of industry service to our group. He specializes in retirement plans for plan sponsors in healthcare, higher education, church and government. He is well versed in all types of retirement solutions, including 401(k), 403(b), 457 and non-qualified plans, and has helped establish executive comp and cash balance plans that allow key executives/highly compensated employees to save more for retirement. Prior to joining FPS, Troy held various leadership and sales roles. As managing vice president of business development and client retention at VALIC, Troy implemented a new CRM system and increased his sales team’s productivity and implemented strategies to improve client retention. His career also includes positions with VOYA Financial, Fidelity and National Benefits Services with a focus on client experience outcomes. As a subject matter expert, Troy has spoken at regional and national industry conferences including NACUBO, ASHHRA and NAGDCA on retirement trends and compliance topics. As a thought leader on emerging industry trends, Troy has created education material, presentations and white papers on plan design and participant applications. Troy attended the University of Utah where he received his Bachelor of Science in finance. In addition, he holds the FINRA Series 7, 24, 63 and 65 registrations.

troy.dryer@ipxretirement.com

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Photo of Darlene Dailey

Darlene Dailey

Vice President of Business Development
Darlene Dailey joined IPX Retirement in 2018 after working in the financial services industry for more than 24 years. She began her career at CitiStreet in the 403(b) and 457(b) retirement plan markets, where she developed and executed national sales plans, managed strategic relationships and consulted on retirement plan design, all of which contributed to CitiStreet’s reputation as a leader in the industry. She also worked with other industry leaders, including MetLife, AIG VALIC and AXA, before joining FPS Group. Darlene’s work at IPX Retirement includes working with plan sponsors, broker dealers, RIAs, product providers, consultants and third party administrators to bring the best retirement plan solutions with leading edge technology to retirement plan sponsors and participants via the IPX recordkeeping platform. Darlene is married and has one daughter. She enjoys spending time with family, as well as traveling, discovering new restaurants and fishing.

darlene.dailey@ipxretirement.com

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Photo of John Edwards

John Edwards

Vice President of Business Development

John Edwards joined IPX Retirement in 2021. Drawing on over 13 years of experience in investment management and retirement plan recordkeeping, John specializes in helping retirement plan advisors and third-party administrators develop and streamline their retirement plan practices. John’s past experience includes leading the retirement division for a Registered Investment Advisor firm, covering sales and distribution for a large, independent recordkeeper, and consulting for an innovative advisor services firm that is revolutionizing the way advisors engage with plan participants. As an Accredited Investment Fiduciary, John brings a unique perspective to the 403(b), 457, IRA, and DB market.

Outside of work, John enjoys spending time with his wife and two daughters, as well as golfing and sailing. John is active in his community, serving on several local boards over the years.

john.edwards@ipxretirement.com

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Michael Shaeffer

Michael Shaeffer

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Photo of Michael Schaeffer

Michael Schaeffer

Vice President of Business Development

Michael Shaeffer joined us in 2020 as a sales leader for our IPX team. Michael began his career in West Texas specializing in the design of retirement plans for the education and healthcare markets. Today, with more than 30 years of experience in the retirement plan and financial services industries, Michael is a recognized leader in the industry.

Within IPX Retirement Michael works with plan sponsors, broker dealers, distribution partners, product providers, third party administrators, consultants and RIAs to provide the best retirement solutions using leading edge technology. His understanding of our targeted markets and his reputation as a valued resource in the industry make him a great addition to the IPX Retirement.

Michael is married and lives in Pasadena, California.

michael.shaeffer@ipxretirement.com

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Troy Dryer

Troy Dryer

Vice President Business Development

214-738-8414

troy.dryer@ipxretirement.com

Find Troy on LinkedIn

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Photo of Troy Dryer

Troy Dryer CRPC, AIF, FPS Group

Vice President of Business Development
Troy Dryer brings more than 30 years of industry service to our group. He specializes in retirement plans for plan sponsors in healthcare, higher education, church and government. He is well versed in all types of retirement solutions, including 401(k), 403(b), 457 and non-qualified plans, and has helped establish executive comp and cash balance plans that allow key executives/highly compensated employees to save more for retirement. Prior to joining FPS, Troy held various leadership and sales roles. As managing vice president of business development and client retention at VALIC, Troy implemented a new CRM system and increased his sales team’s productivity and implemented strategies to improve client retention. His career also includes positions with VOYA Financial, Fidelity and National Benefits Services with a focus on client experience outcomes. As a subject matter expert, Troy has spoken at regional and national industry conferences including NACUBO, ASHHRA and NAGDCA on retirement trends and compliance topics. As a thought leader on emerging industry trends, Troy has created education material, presentations and white papers on plan design and participant applications. Troy attended the University of Utah where he received his Bachelor of Science in finance. In addition, he holds the FINRA Series 7, 24, 63 and 65 registrations.

troy.dryer@ipxretirement.com

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Darlene Dailey

Darlene Dailey

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Photo of Darlene Dailey

Darlene Dailey

Vice President of Business Development
Darlene Dailey joined IPX Retirement in 2018 after working in the financial services industry for more than 24 years. She began her career at CitiStreet in the 403(b) and 457(b) retirement plan markets, where she developed and executed national sales plans, managed strategic relationships and consulted on retirement plan design, all of which contributed to CitiStreet’s reputation as a leader in the industry. She also worked with other industry leaders, including MetLife, AIG VALIC and AXA, before joining FPS Group. Darlene’s work at IPX Retirement includes working with plan sponsors, broker dealers, RIAs, product providers, consultants and third party administrators to bring the best retirement plan solutions with leading edge technology to retirement plan sponsors and participants via the IPX recordkeeping platform. Darlene is married and has one daughter. She enjoys spending time with family, as well as traveling, discovering new restaurants and fishing.

darlene.dailey@ipxretirement.com

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Photo of John Edwards

John Edwards

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Photo of John Edwards

John Edwards

Vice President of Business Development

John Edwards joined IPX Retirement in 2021. Drawing on over 13 years of experience in investment management and retirement plan recordkeeping, John specializes in helping retirement plan advisors and third-party administrators develop and streamline their retirement plan practices. John’s past experience includes leading the retirement division for a Registered Investment Advisor firm, covering sales and distribution for a large, independent recordkeeper, and consulting for an innovative advisor services firm that is revolutionizing the way advisors engage with plan participants. As an Accredited Investment Fiduciary, John brings a unique perspective to the 403(b), 457, IRA, and DB market.

Outside of work, John enjoys spending time with his wife and two daughters, as well as golfing and sailing. John is active in his community, serving on several local boards over the years.

john.edwards@ipxretirement.com

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IRA Solutions:

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Photo of Mark Koeppen

Mark Koeppen

Senior Vice President of Strategic Rollovers

For nearly three decades, Mark Koeppen has focused on providing innovative and efficient solutions for the management, consulting and compliance of retirement plans. He shares his knowledge by making frequent contributions to industry articles and speaking at conferences throughout the year.

In the years spent working at Great-West Life and at MetLife, Mark became proficient in designing, managing and troubleshooting retirement plans, with a focus on efficiency. In 2014, he began addressing retirement plan leakage and Plan Sponsor bestMark practices for managing missing participants.

Since joining IPX Retirement in 2017, Mark has led initiatives to provide Safe Harbor IRA market solutions, as well as reduce cost auto-rollover IRA for terminated de minimis accounts. He has developed a complete solution to resolve and eliminate stale-dated uncashed checks and created a comprehensive service package assisting consultants, advisors and plan sponsors to successfully reduce the risk associated with missing plan participants.

mark.koeppen@ipxretirement.com

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Photo of Sohil Patel

Shohil Patel

Senior Vice President, IRA Solutions

Shohil is a member of the IRA Solutions team working with Plan Sponsors, TPAs, 3(16) fiduciaries, Recordkeepers and Financial Advisors by helping them mitigate fiduciary risk associated with missing participants and uncashed checks associated with their retirement plans.

Prior to joining IPX Retirement, Shohil was an RIA external investment consultant and a director with Allianz Global Investors, which he rejoined in 2018 after previously working with the firm from 2007 to 2016. He was a member of the RIA Sales team, Northeastern Division, responsible for coverage throughout the northeast. In his previous role, Mr. Patel was an external investment consultant and a senior investment specialist with PIMCO/Allianz Global Investors. He has 18 years of investment-industry experience. Shohil also worked as a regional wholesaler at Amundi Pioneer Asset Management.

He has a B.E. in computer engineering and an M.S. in telecommunications management from Stevens Institute of Technology. He also holds the Certified Investment Management Analyst (CIMA®) and the Chartered Alternative Investment Analyst (CAIA®) designations.

Shohil lives in Skillman, NJ with his wife, Mukti, and 2 sons.

He enjoys spending time with family and friends, traveling, and watching his favorite team, Liverpool, play soccer.

sohil.patel@ipxretirement.com

LEE TENNEY

Heads of Sales & Distribution

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Photo of Lee Tenney

Lee Tenney

Head of Sales and Distribution

Lee Tenney is Head of Sales and Distribution at IPX Retirement. In this role, he leads the sales and distribution efforts for the organization, focusing on building successful relationships with clients and partners.

With more than 20 years’ experience in the financial services industry, Lee has a history of success in business development, product innovation and organizational leadership. He has a strong technical understanding and remains abreast of industry trends and legislation within the Defined Contribution and Defined Benefit arenas.

Prior to joining IPX Retirement, Lee worked for Allianz Global Investors, CUNA Mutual Group, 3D Asset Management and WisdomTree Investments.
He earned a Bachelor of Business Administration degree in finance and economics from The University of Rhode Island and holds FINRA Series 7 and 63 licenses.

Lee lives in West Hartford, Connecticut, with his wife, Rachel, two sons, Liam and Ryan, and a labradoodle named Coco. When not working, he enjoys spending time boating with his family, playing golf and fishing.

lee.tenney@ipxretirement.com

SUPPORT

Please contact your account manager directly or call 844-788-3474, from 9:30 am – 6:30 pm EST and a Customer Service Associate will assist you. See the Contact page for additional support options.