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403(b) Plan Recordkeeping & Investment Trading

Providing Investment Choice


Simplifying Account Access

Following the regulatory changes of 2009, the 403(b) plan market continues to evolve. Diminished market access due to changes advocated by single provider proponents, distribution costs, operations & technology investments, increased pressure on margins, and third party administration payments-- all show that a new 403(b) market has arrived and, with it, the need to find a new way to meet clients’ evolving needs. Investment Provider Xchange (IPX)™ is our proprietary 403(b) and 457(b) platform that offers:

  • All the benefits of a multiple provider approach with the simplicity of a single provider
  • Transaction processing of contributions, distributions, and participant loans even when there are multiple investment providers
  • Aggregated participant data accessed via a single, robust web portal
  • Mutual funds and annuity products all on one platform

FPS Services combines the rich technology platform for fund trading, recordkeeping and online account access delivered by IPX with custom plan design and consulting offered by TSA and custodial services by FPS Group to provide a single sourced, end-to-end solution for providers in the 403(b) and 457(b) plan market.

FPS Trust—expect efficiency.