Solutions for TPAs

Solutions for TPAs

IPX™ is a flexible recordkeeping platform with complete compliance oversight available from strategic TPA partners. They provide end-to-end service delivery support in five mission critical areas. Count on us to help you get it right… everyday.

The IPX Platform allows the TPA to focus on their business, compliance oversight and administration. IPX will streamline roles and responsibilities by doing all the recordkeeping.

IPX™ is a flexible recordkeeping platform with complete compliance oversight available from strategic TPA partners. They provide end-to-end service delivery support in five mission critical areas. Count on us to help you get it right… everyday.

The IPX Platform allows the TPA to focus on their business, compliance oversight and administration. IPX will streamline roles and responsibilities by doing all the recordkeeping.

IPX™ is a flexible recordkeeping platform with complete compliance oversight available from the strategic TPA partners who will perform the followings solutions for their clients:

Obtain and confirm contacts, agreements, and data

Create plan documents

Finalize any custom reports needed

Approve setup for email triggering events and notfication content

Define payroll cycles for each plan before conversion

Draft participant communications

Decide the first payroll date where contributions will go to IPX

Arrange for and handle mailing of participant letters, welcome letters and any other mailings

Review and approve all participant communications drafted by IPX

Obtain information on inactive participants

Define servicing procedures

Handle advisor call-ins

Handle loan initiations, distributions, and contributions

Answer statement and participant web questions

Complete 5500 filings, if necessary

Perform non-discrimination testing, if necessary

The IPX Platform allows the TPA to focus on their business, compliance oversight and administration. IPX will streamline roles and responsibilities by doing all the recordkeeping.