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.

Professional Capital Services, LLC (“PCS”) was founded by the tax and ERISA attorneys at Dilworth Paxson LLP, a 75-year-old Philadelphia-based law firm, to provide sophisticated retirement programs for the corporate, professional and governmental market. PCS specializes in creating customized 401(k) plans, both ERISA and non-ERISA 403(b) plans, 457(b) and (f) plans, profit sharing arrangements and executive-level non-qualified deferred compensation programs. PCS combines state-of-the-art technology with an experienced and dedicated team of retirement plan professionals to deliver the most complete and highest quality retirement plan available. Regardless of the type or size of the Plan, PCS can install a retirement plan customized to meet your specific needs at or below the cost of a standardized brokerage or insurance company product.