Are your employees getting the most return for their money?

Choosing Your Company Retirement Plan is a Big Decision - We Offer Big Help

One of the biggest business decisions a company makes is selecting a Retirement Plan. Along with this big decision come complicated questions and hundreds of choices. IPS Advisors has Corporate Retirement Plan Specialists that can help.

Our Pension Professionals Handle Plans of All Types and Sizes

If your company is considering starting a Qualified Retirement Plan, our retirement consultants will design, manage and promote a retirement plan solution that precisely meets your needs, and helps your employees meet their retirement goals.

If you need to evaluate and/or enhance your current plan, IPS Advisors serves a broad range of clients and has a history of improving the performance of all types of retirement plans. We work with plan sponsors to increase employee participation, to encourage contributions and to monitor your plan continually for proper diversification of assets in an effort to maximize the value of your plan for your employees.

The Right Services for the Right Cost

Working with our Corporate Retirement Specialists allows you to benefit from our experience, we work with various plan providers evaluating and negotiating the proper fees and services for your plan.

We also provide vital benchmarking information that gives you relevant data to understand your plan’s design, contribution levels, investments and fees in relation to your competitors. Having this information gives you the competitive edge you need to attract and keep top talent.

Our retirement plan specialists will thoroughly assess your plan in light of the applicable rules and regulations regarding your plan type. We can identify and offer solutions to rectify any potential areas of compliance concern to better protect you and your business.

The Right Process

IPS Advisors' Qualified Retirement Plans Process is designed to create successful retirement plan experiences for our clients and their plan participants. At each point in the process our consulting services deliver client and participant outcomes to ensure the success of any retirement plan offering.

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 Hefner & Associates, Inc.

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

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