Services & Capabilities


We Make Retirement Planning Painless

At IPS Advisors, our Retirement Planning Consultants have the technical ability, the industry knowledge and the proven experience to help you in the following areas:

  • Plan Design
    We assist you identify the appropriate plan design to accomplish your business and budgetary goals.
  • Plan Benchmarking
    We help to reduce your Fiduciary Liability by conducting periodic benchmarking of your plan against industry peers and similar types of plans.
  • ERISA Compliance
    IPS Advisors provides support to plan sponsors to ensure that plans are compliant with all relevant regulations.
  • Fiduciary Compliance
    Our retirement plan specialists work with you to make sure you understand your obligations as a plan sponsor and are taking full advantage of the many levels of relief offered under the plan regulations.
  • Vendor Management
    We provide assistance to plan sponsors with management of all types of vendor relationships.
  • Communication & Education
    We provide assistance to plan sponsors by supplying them with materials to communicate, educate and promote effective usage of all benefit plans.
  • Investment Management and Advice*
    IPS Advisors performs comprehensive due diligence on all investment choices for retirement plans. Our CFA®-led process is designed to provide relevant, actionable information for plan sponsors and trustees so that they may provide good, diverse investment options for plan participants.

    * Not all members of IPS offer securities or investment advice

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

An NFP Company

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