We offer both traditional and Roth Individual Retirement Accounts (IRAs) for plan participants who are retiring or separating from service. Your employees can rollover their existing IPX workplace retirement account, transfer their IRA from another financial institution or simply open a new IRA account and start saving.
With our proprietary IPX IRA, account holders, regardless of account size, have access to the same line-up of low-cost mutual funds through our Fund Portal, or they can access exclusive managed portfolios set up by professional investment strategists.
For those who want a fixed-income account, we provide an option that offers a competitive interest rate. IPX IRA account holders can self-direct their investments, work with a financial advisor of their choosing or connect with a financial advisor who is registered on the IPX Platform.