IPSPulse
Client Alert: New Disability Claims Procedures Requirements
DOL Adds Important Protections to Ensure Fairness, Transparency and Accuracy of Disability Claims Process The Employee Benefits Security Administration of the Department of... Read More
10 Employee Retention Resolutions for the New Year
With a new year upon us, your attention is likely focused on setting financial and productivity goals for your business. As you plan, make sure to take a look at one area you may have overlooked: employee... Read More
IPS Advisors December Retirement Report
Happy Holidays from IPS Advisors! Since 1978, IPS Advisors has proudly offered multi-disciplined consulting services to... Read More
Six Year End Reminders for Qualified Retirement Plans
The end of the year is a great time to look at your company’s qualified retirement plan and review plan operations, documents, bonding, and start pulling together a file for annual plan testing... Read More
IPS Holiday Charity Collection Drive Runs Through December 8
IPS Advisors team members, family and friends are invited to participate in our holiday charity drive to help veterans in need this season. Our “Warm Up A Vet” donation drive, benefitting... Read More
High Net Worth Planning During Potential Tax Reform
Following the recent election results, there have been many questions about potential Tax Reform, and how this will impact estate tax planning. Top financial, legal and tax advisors will all agree... Read More
Client Alert: ACA Reporting Updates
IRS Extends Due Dates for Certain ACA Information-Reporting Requirements On November 18, the IRS released Notice 2016-70, which contains two important announcements with respect to the employer... Read More
IPS Advisors November Retirement Report
Advisor Insights: Understanding the Differences Between Index Funds and Underlying Indexes Over the past few years, there has... Read More
5 Tips on Adopting and Enforcing a Time-Off Policy
Whether paid or unpaid, time-off is an important respite that allows employees to take vacations, attend to personal or family business, or simply rest and recharge. However, managers and employees... Read More
IRS Announces 2017 Pension Plan Limits
On October 27 the Internal Revenue Service released Notice 2016-62 which announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax... Read More