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