Vendor Management


We provide assistance to plan sponsors with management of all types of vendor relationships.

Vendor Searches
We manage the search process for investment managers, plan providers, and other vendors in the retirement plan process allowing you to focus on running your business.

RFP Preparation
We provide assistance with Request for Proposal (RFP) document preparation and analysis so that you can ask the right questions of potential vendors to match your plan with the right provider.

Vendor Monitoring and Assessment
Once you hire a vendor for your plan you have to have processes in place to monitor those vendors. IPS Advisors can be an un-biased, independent monitor of the vendors to your plan so that you can focus on what’s important to you – your business.

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

Website Development by Neutral Blue