FPS’ IPX Platform Makes Key Additions to Executive Management and Sales Teams
Summary
Loffredi started with IPX in December 2019 after most recently serving as a Vice President at Morningstar, Inc., where he was responsible for annuity research tools and working with custom web-based solutions for their partners. “2019 was a strong year for the IPX platform, as we successfully integrated with more financial services and employee benefits professionals and helped streamline their 403(b)/457(b) offerings,” said Olson. “I’ve already seen where sponsors and their consultants are taking notice of IPX and realizing the benefit of offering a platform that makes participant support possible through compliance and control of products and distribution partners,” Schaeffer noted. In his capacity as a Vice President and Relationship Manager, Moser will work closely with the IPX sales team onboarding plans and their approved distributors/advisors. IPX combines a technology platform for fund trading, recordkeeping and online account access with a custom plan design and third-party administrator support.