Recordkeeping Solutions

Modern Recordkeeping for Non-Profit Plans

Designed by Industry Experts Specifically for 403(b) and 457 retirement plans

Keeping talented employees is essential for your business. By offering a state-of-the-art retirement plan, you show your staff that you want the best for them. For too long, employees who work for higher education, government, non-profit and religious organizations have lacked access to robust investment options in their non-profit retirement plan.

IPX Retirement® is changing that. The Investment Provider Xchange® recordkeeping platform was conceived by retirement industry experts who saw the investment gap between corporate 401(k) plans and non-profit plans such as 403(b) and 457 plans.

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Investment Provider Xchange®

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Multiple Providers + Multiple Vendors = Single Integrated Platform

The centerpiece of Investment Provider Xchange (IPX)® is what we call the Open Architecture Plus system—an open-investment trading platform that allows access to brand-name mutual funds, annuities, ETFs and professionally managed portfolios.

IPX® also includes a plan sponsor portal designed especially for your needs that allows you to analyze contribution trends and export customized reports. These administrative capabilities combined with Open Architecture Plus enable you to monitor your plan’s progress while helping you set strategies to increase plan participation.

Are you an advisor? Learn how we partner with the advisor community to deliver best-in-class solutions for your plan clients.

Modern Solutions for Common Problems

IPX Retirement is revolutionizing retirement plan administration in the non-profit and governmental sector by simplifying and enhancing problematic plans.

Investment Provider Xchange

Manage multiple investment vendors from one login

Product-neutral, low-cost investment choices

Better investment choices, including industry-leading access to ETFs and thousands of mutual funds, fixed income annuities, and exclusive access to boutique asset managers

A single, comprehensive financial wellness resource website, with videos, calculators, and articles

Paperless enrollment can be done entirely online, both with or without advisor assistance

Traditional 403(b), 457, FICA Alt Plans

Each vendor has a different login

Often expensive proprietary investment products

Mostly annuities with surrender charges or loaded mutual funds

Disjointed financial education offerings from disparate vendors creating confusion
Requires in-person meetings and time consuming filling out forms, ink signatures, and mailings

It’s time to make a change. Take advantage of IPX® now.

What’s more, the IPX recordkeeping platform has an intuitive, dedicated portal for plan sponsors that offers enhanced features to help you report and track plan data for participants and approved advisors.

You can:

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ACCESS your summary dashboard to see a quick overview of participants, plan investments and balances, approved investment providers and authorized advisors.

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ANALYZE contribution trends via our robust contribution analysis report.

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DIVE DEEPER with detailed reports that can be customized and exported to fit your needs.

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UPLOAD contribution files and census data to easily update participant information and payroll files.

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VIEW participant data, including transactions, history and even loan activity. See what participants see by accessing the participant dashboard.

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IPX: The modern way to manage your retirement plan

Call or contact us for a live demonstration of IPX and let us show you how we can help grow your business.


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