Welcome to the IPX Resource Center
As of March 6, 2024, IPX Trust transitioned its role as custodian for your 403(b)/457 retirement plan to AdvisorTrust, Inc., with PCS Retirement as the new recordkeeper. Rest assured, a commitment is made to uphold the exceptional service, cutting-edge online tools, and diverse investment options for your employees. Please utilize this website to review important updates, past communications, and transition schedules.
FOR A SEAMLESS TRANSITION, PLEASE REVIEW THE FOLLOWING ITEMS
New Phone Number: For any inquiries or support by phone, please utilize 833-264-1502.
New Address & Instructions: Update all mailing addresses and bank accounts as indicated below for payroll submissions to ensure seamless processing.
| Mailing Address | Payroll Submission: Check | Payroll Submission: ACH | Payroll ACH Debit ID |
|---|---|---|---|
| IPX Retirement c/o PCS Retirement 3000 Chestnut St. Unit 7767 Philadelphia, PA 19101 |
Aspire – IPX Retirement c/o Aspire Financial 3000 Chestnut Street Unit 7767 Philadelphia, PA 19101 TPA ID# 5408 (required) |
Bank: JP Morgan Chase Bank, N.A. Location, New York, NY Account name: Matrix Trust Company Routing/ABA Number: 021000021 Account Number: 530354845 Addendum/FFC: TPA ID# 07M05408 (required) |
If funding for your payroll is being made via ACH debit, please contact your bank and update the debit ID to 2133439945 to avoid funding delays. |
IMPORTANT RESOURCES
Secure File Upload
Investor Knowledge Center
Plan / Account Forms
403(b)(7) Application and Agreement
403(b) Plan Establishment Guide
403(b)/457 Beneficiary Designation
403(b)/457 Exchange/Transfer/Rollover
403(b) Payroll Slot Establishment
403(b)/457 Plan-to-Plan Transfer
457(b) Participant Enrollment Kit for Multi-Advisor Plans
Financial Professional Appointment