IPX - FundPortal
Product ID: 317
Vendor:
Type:
Mutual Fund
$160
0.55%
None
Yes
Roth Eligible
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Add to Favorites
Add to Favorites
Set as My Product
Set as My Product
Enrollment and Questions
Use the following contact information to enroll or ask questions.
E-mail:
Address:
Website:
Phone:
E-mail:
Address:
9450 SW Gemini Dr
PMB 65198
Beaverton, OR 97008-7105
PMB 65198
Beaverton, OR 97008-7105
In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.
View the Contact Information tab on the Vendor Details page for a list of office locations.
- Product Details
- Fees and Charges
- Investment Options
The IPX-FundPortal product offers a list of 135+, low-cost, Investor share class funds. Participants can self-direct or use an Advisor.
Select the topics below to expand and view additional product details
IPX-FundPortal offers investment options with no upfront loads.
IPX offers participants and advisors the ability to re-balance portfolios on demand via their online portals.
Payroll contributions are processed immediately upon receipt thus ensuring that dollar cost averaging is achieved.
Participants are able to update and change their investment elections, realign their accounts and transfer money from one fund to another all within their web portal.
Loans can be requested and processed as long as they are allowed within the plan
Hardship and other withdrawals can be requested and processed as long as these types of transactions are allowed by the plan.
IPX will notify all affected participants of the RMD requirement on an annual basis.
Yes
All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can
substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact
of fees, and the different types of fees please refer to the
Explanation of Fees piece located in the
Help & Resources.
Fees
|
|
0.20% | Quarterly | Percent of Amount Invested | No | No | No |
|
|
$6.25 | Quarterly | Flat Dollar Amount | No | No | Yes |
|
|
$50.00 | At the time funds are withdrawn | Flat Dollar Amount | No | No | Yes |
|
|
$100.00 | At the time of loan origination | Flat Dollar Amount | No | No | Yes |
