IPX - Investment Provider Xchange Information

Helping retirement savings plan sponsors and administrators take back control. Bringing multiple investment providers to one platform, IPX gives your plan participants access to best-in-class products and services, while ensuring quality, compliance, transparency and a cooperative environment. IPX provides a platform where all administrative tasks are accomplished in a centralized, secure and non-threatening environment. This one local platform allows a haven for proprietary information. Educational and user-friendly, IPX customers are rewarded with absolute confidence that all legal requirements are met. If you don’t have that now, and you don’t know where to turn — IPX is here to help you feel good about your plan. Multiple providers. One Platform. Take control with IPX Our comprehensive, cloud-based, paperless record keeping platform streamlines access and facilitates coordination between sponsors, administrators, and retirement plan professionals. IPX is designed from the ground up to provide unprecedented access and flexibility for retirement planning professional to create customized solutions for their clients. IPX provides seamless integration of enrollment, record-keeping, and transactions between plan sponsors, administrators and retirement plan professionals.