IPX will transfer your automatic rollover Safe Harbor IRA to Millennium Trust unless you make other arrangements by October 23, 2023.
On or before October 23, you may work with IPX Retirement to take one of the following options by selecting the “Take Action” button below:
- Transfer your IRA to another financial institution
- Transfer your IRA to an employer-sponsored retirement plan
- Arrange to have your money distributed to you (may result in taxes and a 10% penalty)
Take Action or Check Balance
Select the Take Action button above to claim your account with IPX Trust®. Complete the online enrollment using your personal information that appears on your Welcome Letter. Please have a clear photo of your valid government-issued ID ready to verify your identity. No login needed.
Key Dates to Know
October 23, 2023
Final day to either (1) request and direct the transfer of your IPX IRA to another financial institution (other than Millennium Trust) or an employer-sponsored retirement plan or (2) request a full distribution of your IPX IRA (which may have tax consequences).
October 24, 2023 – November 5, 2023
Access to your account will not be available during this brief period. Investment directions, transfers, distributions, and other requests will not be processed.
November 6, 2023
Online access will be available for your Millennium Trust IRA. Visit https://www.mtrustcompany.com/ipx after this date to access your account.
IRA Frequently Asked Questions
View the current Stable Asset Fund fact sheet for the current rate of return