The key to ensuring your retirement plan operates smoothly and remains a valued benefit is the coordination of the Plan Sponsor, the Financial Advisor and the Third Party Administrator firm. IPS works together with the Sponsor and Financial Advisor to help design, implement and administer the best possible plan for your organization.
We will work with you to understand your goals and develop a plan that meets your objectives for your retirement plan. Once the plan is in place, we will continue to work with you and your Financial Advisor providing ongoing enrollment support, additions of technology updates, ongoing compliance, reporting and disclosure, and refinements to your investment line-up.
As manager of the Administrative Services Department for IPS, Allison oversees the day-to-day operations of our qualified retirement plan services.
With more than 20 years of experience in the retirement industry, Allison offers extensive knowledge in a broad range of plan types. Today, her responsibilities include work flow management, plan design, legal document preparation, compliance testing and 5500 tax filing.
A firm believer in customer-focused service, Allison works with her staff to meet the individual needs of each IPS client. Known for her attention to accuracy and detail, Allison helps ensure the efficient operations of her department, resulting in timely, accurate work for IPS clients.
Allison holds a bachelors degree in economics from Vanderbilt University. Before joining the company in 1989, Allison worked for a benefits consulting firm in Nashville.
An avid runner, cook and vegetable gardener, Allison spends most of her free time with her husband and 4 daughters. She takes great pride in running her household, just as she does with running her department at IPS.
Not only has Kenny Rigby been with the company since its inception, he has been in the information technology business since its earliest days. Prior to joining Independent Pension Solutions, Kenny served as Director of Microcomputer Programming for Standard Life Insurance Company. He continued his career with Deposit Guaranty National Bank as an Automation Analyst and then was recruited as Data Processing Manager for Security Savings & Loan and five affiliate companies.
During his twenty-two year tenure with IPS, Kenny has served in capacities ranging from marketing to business management to human resources. However, his main focus has always been to utilize his technical skills to implement systems that will automate and streamline the company’s processes. He now spends most of his time managing all of the company’s information systems.
In 2003, Kenny took on the additional role of Daily Processing Supervisor in which he oversees the mutual fund trade processing and web based servicing systems.
A Mississippi College graduate, Kenny has a bachelor’s degree in computer science. He is a Certified Network Administrator and Certified Network Engineer.
Kenny is an avid outdoorsman, runner and mountain bike enthusiast. During his off time, he enjoys going to the gym, spending time with his son and visiting his land in the country.
A familiar face to anyone acquainted with IPS, Lisa Tate has been with the company since day one. Today she is a shareholder in the company and ranks as one of its most versatile resources.
As financial advisor coordinator for IPS, Lisa is responsible for all aspects of enrollment. An efficient organizer with a “get it done” attitude, Lisa also heads up the company’s marketing and promotion efforts and is frequently called upon to handle a variety of special projects. During her long tenure, she has worked in several other areas including investments, insurance and compliance.
Lisa is a native of South Dakota and attended Sioux Falls College. She is a tireless volunteer who donates her time and energy to a number of charitable causes. She helped found the Joyful Hearts Ministry, an organization that focuses on helping working families and individuals who are experiencing hard times and have little to fall back on. She also serves on the boards of local civic and community organizations.
Pat McNulty, Chief Operating Officer, is responsible for all IPS operations. He has been a key member of the team since 2000.
A wearer of many hats, his responsibilities range from day-to-day administrative duties to long-range strategic planning. However, Pat believes his most important job is making sure that the company always remains customer focused.
Never one to shy away from change, Pat is continuously looking for better ways of doing things for the firm and its clients. His coworkers describe Pat as steady, analytical and level headed (except when watching college football, that is).
Pat is a graduate of the University of Mississippi, where he attained his bachelor’s degree in accounting. Prior to joining IPS, Pat spent 18 years in public accounting, primarily focusing on auditing and consulting. Pat has earned the designations of CPA and CMA (certified management accountant).
He is highly active in his church and community, donating his time and efforts to a number of worthy causes. One of his favorite causes is Habitat for Humanity, where he cheerfully serves as “unskilled labor” for several weekends every year.
- Plan Design and Take Over Services
- Daily recordkeeping services
- Open architecture with over 10,000 funds available
- Self directed brokerage accounts
- Onsite or web based enrollment and education sessions for your firm’s employees
- Employee eligibility determination assistance
- Online interactive investment guidance software
- Full compliance administration
- Ongoing education to plan sponsors
- A Summary Plan Description that describes your plan’s provisions, benefits, and participant’s rights and obligations
- A quarterly plan sponsor management report
- Quarterly statements mailed direct to the participant
- Live customer service via phone or web
- Annual Plan Review