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Your previous employer selected IPX Trust (formerly FPS Trust) to establish an Individual Retirement Account (IRA) on your behalf under the Plan’s mandatory rollover provision.

Review the options below to decide what direction you would like to take.

Take Action on
My Account

Select the Take Action button above to claim your account with IPX Trust. Complete the online enrollment using your personal information and your Account Number that appears on your Welcome Letter.

Actions that you can take on your account include*:

Distribution

Rollover to my existing Plan

Transfer to my existing IRA

Accept my account

Invest in No-load Institutional Share Class Mutual Funds with no minimum investment requirements and lifetime income options with our exceptional IRA solution

By converting your Safe Harbor IRA to our innovative IRA solution you can invest in no-load institutional share class funds and thousands of mutual funds and ETFs. Complete an application at iraessentials.com or call us at 844-788-3474 to get started.

Convert my Mandatory IRA to a Health Savings Account

If you are eligible for a High Deductible Health Plan (HDHP), there may be an option to roll your IRA with us  into a Health Savings Account (HSA) that is held in custody by IPX Trust. For assistance with this option, please contact us at 844-788-3474.

Change My Address

Add my beneficiaries

*An Account Application is required before any action can be performed on the account as the account was opened on your behalf by your former employer.

Check My
IRA Balance

View the current Stable Asset Fund fact sheet for the current rate of return

Safe Harbor IRA – Investor Customer Service

Toll-Free Phone
844-788-3474
Fax
877-657-2662
P.O. Box
PO Box 4637
Englewood, CO 80155
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Toll-Free Phone

844-788-3474

Fax

877-657-2662

P.O. Box

PO Box 4637
Englewood, CO 80155

Secure Upload

Secure Upload