IRA Sales & Support
Experts at Work
But it takes more than expertise to make a team successful. By working together, we strive to provide world-class solutions and support to every customer, every day.
Meet the Team
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 by developing an industry leading best practices model for Plan Sponsors.
IPX Retirement thinks differently about the participant outcome and a Plan Sponsor’s fiduciary compliance. Since joining IPX Retirement in 2017, Mark has manufactured an all-inclusive solution the supports the compliance requirements of a Plan Sponsor and administrative co-fiduciaries while increasing the savings of missing/unresponsive participants in our Safe Harbor IRA. Consultants, Advisors and Plan Sponsors are turning to us everyday to help them mitigate the risks as a result of involuntary distributions and stale dated checks.
mark.koeppen@ipxretirement.com
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
Customer Service: 844-788-3474