IPX Retirement
IPX Retirement

IPX Master Recordkeeping

Set Your Organization Apart

The IPX Master Recordkeeping solution moves your retirement plan beyond the ordinary. Take back control of your multi-provider, supplemental retirement plan by managing multiple vendors from one single dashboard.

By utilizing the IPX Platform as a Master Recordkeeper for your 403(b)/457 plan, you can streamline plan administration, while improving participant engagement and employee recruitment and retention.

Modernize Your Plan with IPX.

As a plan sponsor, are you tempted to go to a single provider instead of having multiple providers in your supplemental retirement plan?

With IPX®, you can have the best of both worlds — choice and simplicity.

The IPX Master Recordkeeper solution enables you to offer multiple investment providers within your 403(b) or 457 plan powered by our single platform. Your employees benefit from investment choice that fits each unique situation while viewing and managing their entire account holdings on a single dashboard. You benefit from easier administration and more control over your supplemental retirement plan offering.

Single Provider Limits Employee Choice

  • Limited choice
  • Two logins to view current and legacy account values
  • May result in lower participation
Graphic illustrating the pathway followed by a plan sponsor who switches from a multiple-provider plan to a single-provider plan. It starts with "Your original plan with multiple providers." In this plan, participants must access each provider for individual account values. Then you switch to a single provider. After doing so, there are two branching courses of action for your plan's participants. On the first branch is your single provider plan, where participants access your single provider for current account values. Meanwhile, on the second branch are all of the old providers; regardless of your new plan, participants must still access all of those legacy providers in order to view their past account values.

IPX Offers Multiple Choices and Reduces Admin Time

  • Easier administration with multiple products and vendors on a single platform
  • Better control with plan-level reporting
  • Increase participation with default investments and auto-enrollment
  • Display legacy account values alongside current account values
  • Plan Governance Program participation improves employee recruitment and retention
Graphic illustrating the pathway followed by a plan sponsor who adopts IPX Master Recordkeeping to support their multiple-provider plan. It starts with "Your original plan with multiple providers." In this plan, participants must access each provider for individual account values. Then you switch to IPX. After doing so, participants can view current and legacy provider information all on a single dashboard. Investments include mutual funds, ETFs, CITs, annuities, and managed portfolios.
Graphic illustrating the pathway followed by a plan sponsor who switches from a multiple-provider plan to a single-provider plan. It starts with "Your original plan with multiple providers." In this plan, participants must access each provider for individual account values. Then you switch to a single provider. After doing so, there are two branching courses of action for your plan's participants. On the first branch is your single provider plan, where participants access your single provider for current account values. Meanwhile, on the second branch are all of the old providers; regardless of your new plan, participants must still access all of those legacy providers in order to view their past account values.
Graphic illustrating the pathway followed by a plan sponsor who adopts IPX Master Recordkeeping to support their multiple-provider plan. It starts with "Your original plan with multiple providers." In this plan, participants must access each provider for individual account values. Then you switch to IPX. After doing so, participants can view current and legacy provider information all on a single dashboard. Investments include mutual funds, ETFs, CITs, annuities, and managed portfolios.

Modernizing your supplemental retirement plan makes life easier for you while offering your employees a superior retirement plan.

Consult with your advisor or contact your IPX representative for more information on the IPX Master Recordkeeping solution.

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