Understanding the Life Insurance Underwriting Process

Understanding the Life Insurance Underwriting Process

(post by Ken Smith, CLU, ChFC) Recently, at the onset of the underwriting process, a prospective client disclosed he had been declined for coverage 18 months prior through another firm. The agent... Read More

PCORI Fees for Self-Insured Plans

Employers that sponsor certain self-insured health plans are responsible for fees under Health Care Reform to fund the Patient-Centered Outcomes Research Institute (PCORI). The fees... Read More

HHS Releases Sample Marketplace Employer Notice; Employer Appeal Request Form Also Available

The U.S. Department of Health and Human Services (HHS) has released a sample employer notice, to be used by the federally-facilitated and certain state-based Health Insurance Marketplaces, that... Read More

Rules Allow Limited Incentives in Connection With Wellness Programs

The U.S. Equal Employment Opportunity Commission (EEOC) has issued two separate sets of final rules that describe how Title I of the Americans with Disabilities Act (ADA) and Title II of the... Read More

DOL Announces Final Overtime Rule

Last week, the Department of Labor (DOL) announced a final rule that raises the minimum salary threshold required to qualify for the Fair Labor Standards Act’s “white collar exemption”... Read More

2017 HSA Limits Announced

The Internal Revenue Service (IRS) recently announced the 2017 Health Savings Account (HSA) limits. While the contribution limit for individuals with self-only coverage increased from $3,350 to... Read More

Employers May Use Either April 2016 or February 2013 Poster to Fulfill FMLA Posting Requirement

The federal FMLA provides eligible employees of covered employers (including private sector employers who employ 50 or more employees for at least 20 workweeks in the current or preceding... Read More

JDRF Gala Raises $1.4 million to Cure Type 1 Diabetes

The Greater Dallas Chapter of JDRF hosted its 20th annual Dream Gala on April 9 at the Omni Dallas Hotel in downtown. IPS Advisors was proud to be among the sponsors again this year and extends a special... Read More

Tammy Woodman Obtains Accredited Asset Management Specialist (AAMS®) Designation

Tammy Woodman Obtains Accredited Asset Management Specialist (AAMS®) Designation

IPS Advisors is pleased to announce Tammy Woodman, Defined Contribution Consultant, has earned the Accredited Asset Management Specialist (AAMS®) designation from The College for Financial... Read More

DOL Releases New Fiduciary Rule

DOL Releases New Fiduciary Rule

On Wednesday April 6, the Department of Labor (DOL) released the long-anticipated new Conflict of Interest Rule (aka “Fiduciary Rule”). Though the regulations maintain much of the substance... Read More