IPX Retirement

In the last part of our series "Modernizing Non-ERISA Plans in 2023 ", we discuss new alternatives for tax-exempt plans, like a Master Recordkeeper solution and review how enforcement helps hold providers and others accountable to the plan. Read more: https://bit.ly/438lEpm

Have your clients experienced the pain of a DOL audit? Avoid the hassle by managing uncashed checks. Read our free eBook “What Happens to Uncashed Distribution Checks” to learn how this trending topic affects plan sponsors. https://bit.ly/467uM0h

In Part 3 of our series "Modernizing Non-ERISA Plans in 2023", we delve into why a Plan Governance plan is needed and desired for tax-exempt plans. Read the article here: https://bit.ly/45SKV9O

When your corporate group is so amazing they knock out TEN pallets of donations and still go home early!

IPX Retirement - you guys crushed this day of volunteering! HUGE THANK YOU from all the dogs and cats in Colorado.

IPX Retirement helps find missing participants so they can reclaim their retirement accounts, saving time and money for the plan sponsor. Check out this DOL article on best practices for missing participants: https://bit.ly/3MWmvoc

On Friday, IPX team members volunteered at a local food bank for pets. Colorado Pet Pantry serves families with pets in CO, acting as temporary assistance to help families in need feed their pets, with the goal of keeping them out of shelters. To donate or volunteer, visit their website https://www.coloradopetpantry.org/

In Part 2 of our series "Modernizing Non-ERISA Plans in 2023 and Beyond", we look back at the history of plan governance in the non-profit and governmental sector and how it has evolved since the original SECURE Act passed. https://bit.ly/3I2mk88

Did you know that Secure Act 2.0 increased the auto-rollover limit to an IRA from $5000 to $7000? With so many regulatory changes recently, keep up to date by reviewing plan documents regularly. For more information on maintaining retirement plan records: https://bit.ly/3VpVuMA

Establish a great foundation for retention and recruitment by modernizing your supplemental retirement plan. Learn how to help your organization be an employer superstar by reading our 4-part series: "Modernizing Non-ERISA Plans in 2023 and Beyond": https://bit.ly/43ZYHGn

Advisors, add value during your quarterly plan reviews by reviewing fiduciary risk. One way to reduce audit risk is by selecting auto-rollover of all terminated accounts under $7,000. Find more ways to help your clients with our Risk Assessment Checklist: https://bit.ly/3MHwsX4

Disrupt your archaic plan structure in a positive way! If you are a plan sponsor of a multi-vendor plan (or an advisor to one), get the simplicity of a single login recordkeeping platform with your choice of multiple vendors and products by utilizing the IPX Master Recordkeeper solution. Available investments include ETFs, mutual funds, managed portfolios, CITs, annuities and fixed income products. Learn more: https://bit.ly/41hbyCa

Happy International Women's Day! it's time to celebrate our women colleagues, family and friends. Thank you for all you do!

Happy Thanksgiving from IPX Retirement! We hope you enjoy time with friends and family this holiday.

If you work with higher education institutions, help them retain faculty and staff with a superior retirement plan. With IPX, participants access funds, ETFs and more while viewing multiple plans on one dashboard. Learn about our solutions for Higher Ed: https://bit.ly/3e1IWJS

4 Key Estate Planning Documents Everyone Should Consider There are 4 key estate planning documents most everyone should have, regardless of age, health, or wealth.

Additional plan guidance from the IRS for pre-approved 403(b) plans.

View the IRS guidance here: https://bit.ly/3OBhSid

https://bit.ly/3Ljdu5j

www.irs.gov

New look for Social Security statements.
https://bit.ly/3Ea1ksO

The Social Security Statement Gets a Makeover Find out more...

IPX Retirement, a leading provider of recordkeeping solutions for Non-ERISA plans, has teamed with Benetic, a digitally powered, online marketplace for retirement advisors and service providers, to offer access to the IPX recordkeeping solutions. https://bit.ly/3J1fFZf

IPX Retirement Teams with Benetic - IPX Retirement IPX Retirement, a leading provider of recordkeeping solutions for Non-ERISA plans, has teamed with Benetic, a digitally powered, online marketplace for retirement advisors and service providers, to offer advisors online access to the IPX non-profit and governmental recordkeeping solutions. The IPX P...

Today on International Women's Day, we celebrate the women in our lives — our co-workers, customers, friends and family. Thank you for all you do!

Happy New Year from IPX Retirement! Thank you to all the advisors, clients, vendors, partners and employees who helped make 2021 a success. We look forward to working together in 2022.

Wishing you and yours a wonderful holiday season from IPX!

‌Leap forward in 2022 by modernizing your retirement plan with IPX Retirement. With its multi-provider, multi-vendor platform, IPX allows non-profit employees more choices with less hassle. Join the movement and explore the IPX Platform today with your advisor or consultant. https://bit.ly/3y3KAAw

Keep talented employees with better benefits. IPX Retirement provides an advanced retirement plan recordkeeping platform that offers access to a variety of investments from a choice of approved providers, all on a mobile-friendly platform.https://bit.ly/3I64VJQ

Happy Thanksgiving from IPX Retirement!

If you are an advisor looking for a great fixed income option for clients, IPX offers a competitive Stable Value Fund as part of our exclusive and customizable, private-label IRA program for advisors. Combine the premium interest rate offering of a Stable Value Fund with mutual funds and/or ETFs within your own managed portfolio accounts. Learn more by visiting our website or contacting your IPX representative. https://bit.ly/3mym7Pt

Now's the time to start thinking about a plan review before year-end. Mitigate your DOL audit risk and reduce plan fees in 2022 by moving out former and missing participants with small balances and uncashed checks by Dec 31. Talk to our experts today! https://bit.ly/2YuiYXD

Throwback Thursday Video: Navigating Wellness During COVID-19.

A year ago today, we gathered together school administration leaders to discuss how to keep their employees and students well, emotionally, physically and financially in the face of the COVID-19 pandemic. Unfortunately the fight continues. If you missed it the first time around or if you need a refresher, watch the video for best practices and tips. https://youtu.be/jQSmfheOSSc

Navigating Wellness During the COVID 19 Crisis How School Districts Are Fighting to Stay Healthy IPX Retirement presents a thought-provoking session for K-12 school district leaders exploring wellness for school employees and students during the Covid cr...

Retirement Plan Advisors, we have a new tool for you! Use our Risk Assessment Checklist to help your clients evaluate their fiduciary risk. Includes helpful tips to add value to your client discussions. Get your checklist here: https://bit.ly/3ziTcSK

If you're an advisor, you know it's often easier to keep clients satisfied than find new ones. Add value to your plan sponsor relationships by reducing their costs, fiduciary liability and audit risks with our automatic rollover program. Learn more: https://bit.ly/3mdFyxn

If you're an advisor, you know it's often easier to keep clients satisfied than find new ones. Add value to your plan sponsor relationships by reducing their costs, fiduciary liability and audit risks with our automatic rollover program. Learn more: https://bit.ly/3iYCBik

The DOL is taking a hard look at uncashed distribution checks from retirement plans. Offload your problem now and lose the risk. Our services include extensive participant location, notification and resolution of uncashed checks. Contact our experts today!
https://bit.ly/3iXhzAv

Bitly | Forbidden | 403 This is a 403 error, and it's not as ominous as it sounds. Bitly can only show this page to people who have permission to see it. Maybe what you are looking for can be found at Bitly.com.

Are you at a crossroads with your retirement plan? Improve your plan and increase employee satisfaction with IPX Retirement. Multiple providers + multiple vendors on a single platform makes for easy plan oversight with a single login. Learn more https://bit.ly/3AwyvDZ

Is your force-out IRA provider doing enough to search for participants or are they happy just collecting the fee every year? Learn more about our multiple search process and how we are connecting more participants with their hard-earned funds. https://bit.ly/3rVDJWU

We are excited to announce that we are rebranding from FPS to IPX Retirement! Read the full announcement: https://bit.ly/3rDJO9X

We honor our fallen heroes on this Memorial Day.

We are grateful for all the teachers out there and how committed they are to their students' learning, especially after a year of remote classes. Happy Teacher Appreciation Week from IPX!

Celebrate Earth Day by going paperless! FPS Group offers paperless, on-demand statements on our IPX recordkeeping platform. Get account statements faster and help save trees by reducing paper needs for statement mailings and other plan documents. https://bit.ly/3sO5n72

Advisors are raving about the open architecture of the IPX platform and how it is helping them grow their 403(b) business. Don't just take our word for it —see for yourself what advisors love about working with IPX. https://bit.ly/3feJtGL

To our women customers, co-workers, employees and partners, we wish you a Happy International Women's day!