IPX Retirement Edge is now Congruent's IPX Retirement Edge

IPX Retirement Edge integrates with many well-known recordkeepers, custodians, distribution partners, 3(38) money managers and insurance carriers to seamlessly deliver managed accounts or self-directed protected income options for lifetime income within a defined contribution retirement plan.

  • Combines 360° data integration with recordkeeping systems into a customizable environment
  • Leverages standard industry protocols for annuity processing to facilitate connections with carriers
  • Integrates in-plan & out-of-plan assets for a holistic view of lifetime income
IPX Retirement Edge

IPX Retirement Edge provides a full spectrum of unique capabilities that supports retirement plan service providers with providing lifetime income options to Plan Sponsors and their participants.

IPX Retirement Edge technology powers the infrastructure behind iJoin’s user experience platform to offer an evolved
lifetime income solution for defined contribution plans.

The IPX Retirement Edge lifetime income solution now includes Matrix Trust Company in its lineup of custodians.

Allianz Life Insurance has partnered with iJoin and IPX Retirement Edge to be the first company to provide a guaranteed income option on the iJoin platform.

Customers of
IPX RecordKeeping

(Transitioned to PCS)

If you are a participant in a 403(b) or 457(b) and need help with your account where IPX Retirement was previously handling the plan, please contact PCS.

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Customers of
IPX Trust Company

(Transitioned to Inspira)

If you were a participant of a retirement plan and your plan told you that they moved your assets out under safe-harbor provisions to an IRA, please contact Inspira.

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Customers of
IPX Retirement Edge

(Transitioned to Congruent)

If you are a plan sponsor or participant needing help with Retirement Income solutions, please contact Congruent.

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