Compliance

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We Make Sure You Are Covered and Compliant

IPS Advisors gives every client with 50 employees or more a thorough Compliance Review at no charge. Keeping up with compliance can be confusing, very time consuming and costly if it isn’t done correctly. We have the tools and the systems in place to make it easy for you to stay in compliance.

We give you a comprehensive Compliance Checklist that includes easy to follow timelines for compliance deadlines. All corporate benefits are reviewed during this process.

The compliance items we review for you include:

Health Plan Annual Notices
COBRA (The Consolidated Omnibus Budget Reconciliation Act)
ERISA (Employment Retirement Income Security Act)
HIPAA (Health Insurance Portability and Accountability Act)
Medicare Part D
Texas State Continuation
USERRA (Uniformed Services Employment and Reemployment Rights Act)
Form 5500 Reports

IPS Advisors, Inc.
8080 North Central Expressway, Suite 1500
Dallas, TX 75206-3785

Toll Free: 800.366.4779
Phone: 214.443.2400
Fax: 214.443.2424
Email: ipsadvisors@ipsadvisors.com

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Privacy Notice | Disclosure Statement

This material is for informational purpose only and is not meant as tax or legal advice. Please consult with your tax or legal advisor regarding your personal situation. NFP does not provide legal or tax advice.

Using diversification as part of your investment strategy neither assures nor guarantees better performance and cannot protect against loss of principal due to changing market conditions.

NFP is not associated with International Medical Insurance Group.

NFP is not associated with Digital Insurance.

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor. IPS Advisors, Inc. is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc. This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

For additional information, please contact the NFP Securities, Inc. Compliance Department at 512.697.6000