Hidden Fiduciary Risks You Need to Know Now

An Excel401(k) session led by IPX^SM/FPS

Recorded on October 27th at 3:30 PM EST

Are you aware of all the fiduciary risks in retirement plans? Bring value to your clients when you share these little-known risks with them, and help them reduce their exposure while cutting plan costs.

Watch Session Recording

About Excel401(k)

No mask. No middle seat. No social distancing.

Nearly 70 sessions created by an all-advisor steering committee. Register for access to the entire series. Join for live sessions daily September 14th – November 23rd, 2020 at 3:30 pm ET daily or access the on-demand recordings at your convenience.

IPX/FPS hosted an event on October 27th.

Best of all, it’s all complimentary!

Decumulation: The Final Frontier

Conferences, Events

A SPARK Institute session led by IPX^SM

Recorded on November 5, 12:30 – 1:20 pm EST

On-demand replay available. This panel will discuss the process of integrating annuities into a DC plan as both an asset class during the final years of accumulation with optionality and as a potential retirement paycheck for life with certainty.

Navigating Wellness in the Age of COVID-19

Events, IPX Insights Webinar Series

How School Districts are Fighting to Stay Healthy

Recorded on Wednesday, September 16th, 2020

On-demand replay available. Schools are facing unprecedented challenges to the physical, mental and financial health of their students and employees during this age of the COVID-19 virus. This informative panel discussion was led by education executives from U.S. school districts as they discuss how they are navigating today’s issues and tomorrow’s opportunities in their districts.

Presented by IPX^SM and CEI.

An Excel401(k) session led by IPXSM/FPS