Rick Moser
VP - Strategic Accounts at IPX Retirement
- Role
- VP - Strategic Accounts at Ipx Retirement
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
Experience
VP - Strategic Accounts
Feb 2015 — Present · Centennial, CO
IPX Retirement was formed in 2013 and is a portfolio company of Bluff Point Associates based in Westport, Connecticut which actively invests in information services companies supporting the banking, trust, securities, retirement and wealth management sectors of the financial services industry such as fi360, Innovest, TSA Consulting Group. In addition, they invest in the healthcare information services sector such as HSA Administrators, Connexin Software, and DocTAP.IPX retirement has developed recordkeeping technology specifically designed to meet the unigue challenges of multi-vendor 403b plan sponsors as well as sponsors of 457 plans. Driven by innovative cloud based technology that addresses the operational needs of the investment product providers and their distribution channels, IPX offers employers the flexibility and control to access approved investment provider options and to work with designated financial advisors to improve employee education and participation. Coupled with a centralized recordkeeping platform, IPX’s reporting system provides employers with consolidated plan information, leading to more streamlined operations with audited compliance oversight.
Education
University of Central Missouri
BS, Marketing
1975 — 1979
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