IPX Retirement is resigning as custodian of your IRA and has arranged for Millennium Trust to serve as the successor custodian of your IRA unless you take a full distribution of your retirement funds or make other arrangements on or before October 23, 2023.
Take control of your retirement savings
IPX Retirement will transfer your individual retirement account (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:
- 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)
On November 1, 2023, your IRA will be transferred to Millennium Trust. Our goal is to put you in control of it so that you can stay on track with your retirement goals.
Claiming your account will be easy and secure and will take only a few minutes. Once your identity is verified, you will have three choices:
- Keep your money at Millennium Trust, and invest if you choose
- Transfer your funds to an employer-sponsored retirement plan or another IRA
- Arrange to have your money distributed to you (may result in taxes and a 10% penalty)
Keeping your IRA with Millennium Trust is the easiest path to accessing a variety of investment options, a better IRA experience, and a brighter financial future. Our investment platform streamlines investing and puts you in control.
Don’t leave money on the table: It’s your money — claim your IRA and the funds in it. We’ll notify you when your account is ready.
Sign upWhy you should stay with Millennium Trust
As an industry leader in rollover retirement accounts and custodial services, we help reunite millions of people with their retirement funds.
 Connect quickly Claim your account and eliminate the need to fill out additional paperwork or wait to take control of your money. |
 Invest with ease You’ll have access to an array of investment options with simple tools you can use to pick the investment assets that are right for you and your retirement goals. |
 Simplify your retirement You’ll get the help you need whether you prefer an automated phone assistant, chat, or speaking with our experienced client service team. |
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FAQs
On November 1, 2023, your custodial agreement with IPX Retirement will terminate, and a new custodial agreement with Millennium Trust will govern your IRA. You can access the Millennium Trust custodial agreement and important disclosures via one of the links below, or you can request that a printed version be mailed to you. Additional details about this transition are also available online via the following links:
We are working hard to make sure the transition goes smoothly.