Help - Search - Members - Calendar
Full Version: Operating a Consulting or TPA Firm
BenefitsLink Message Boards > Retirement Plans > Operating a Consulting or TPA Firm
Pages: 1, 2
  1. Buying a TPA Firm (1 reply)
  2. Client Firm Bought (4 replies)
  3. 15 Participant plan allowign to inv. platforms. More work? (0 replies)
  4. Relius Administration Software (0 replies)
  5. Transition of records (7 replies)
  6. what are the integral TPA functions - or is it toally undefined? (5 replies)
  7. DOL audit of TPA Firm ? (9 replies)
  8. what is a range of prices for a TPA firm ? (5 replies)
  9. Benefits Administration Software (4 replies)
  10. "requirement" for engagement (3 replies)
  11. Forms 5500, 945 and 1099-R Software Package (3 replies)
  12. Circular230 (1 reply)
  13. Services Agreement / Amount of Advance Notice to Terminate (3 replies)
  14. Consulting business in audit support (4 replies)
  15. Problems with Distributions (21 replies)
  16. Financial Rep/Broker list (2 replies)
  17. Relius VRU (1 reply)
  18. Interested in buying a TPA (2 replies)
  19. Excel Social Security and Annuity Functions (2 replies)
  20. Looking for Software (2 replies)
  21. Secure Information Practices (0 replies)
  22. TPA Service Agreement (1 reply)
  23. Reporting earnings and ER contributions to an ESPP (2 replies)
  24. Breaking In To The Business (4 replies)
  25. Looking for Data (5 replies)
  26. db contribution (3 replies)
  27. New Comp Software (1 reply)
  28. Unauthorized Practice of Law (24 replies)
  29. Client and Task Tracking Software (3 replies)
  30. Organizing the paper copy of the EGTRRA document (2 replies)
  31. employee management (3 replies)
  32. tpa/client communication (4 replies)
  33. 401(k) online recordkeeping system (1 reply)
  34. TPA receiving fees from investment product (15 replies)
  35. liability insurance (11 replies)
  36. TPA E&O and Billing software (0 replies)
  37. Start-Up Consulting Firm Questions (2 replies)
  38. Small TPA purchasing another smaller TPA (7 replies)
  39. determing controlled group or affiliate service group status (18 replies)
  40. Consultancy fees (4 replies)
  41. Thinking about opening a firm (7 replies)
  42. Business Method Patents (1 reply)
  43. Deconversion Fee? (3 replies)
  44. TPA Signing Authority for Plan (4 replies)
  45. Business Valuation Firm experienced w/TPA practices (1 reply)
  46. Reference Resources (4 replies)
  47. Does anyone know of a company, law firm, etc. that provides the servic (7 replies)
  48. semi paperless (3 replies)
  49. File cabinet software (2 replies)
  50. SAS 70 and TPA Firms (2 replies)
  51. Engagement Tracking / Database Application (0 replies)
  52. News Letters.. subscriptions (4 replies)
  53. Client fails to pay bills (14 replies)
  54. Private labeling a TPA require further bonding? (2 replies)
  55. Value of a TPA Firm (2 replies)
  56. Late Contributions ~ LOI from Sponsor to TPA (10 replies)
  57. Estimated Transfers (3 replies)
  58. Proposal Disclaimer (2 replies)
  59. Looking to buy an established TPA (0 replies)
  60. Purchasing TPA Firms (7 replies)
  61. Plan Management Software (6 replies)
  62. 11 Clients You Need to Fire Right Now (1 reply)
  63. Participant Statement Vendor (1 reply)
  64. Best Subscription Service? (34 replies)
  65. Electronic Copies of Brokerage Statements (7 replies)
  66. Relius Administration Software for Sale (1 reply)
  67. Considering new TPA software (2 replies)
  68. Gross Revenue Per FTE? (3 replies)
  69. Looking for feedback (9 replies)
  70. Need help designing a client-level annual report. (1 reply)
  71. Valuing an actuarial practice for sale (2 replies)
  72. Anyone know of an "industry specific" contact management program? (7 replies)
  73. Requesting input... (31 replies)
  74. A little humor for a Friday (2 replies)
  75. Valuation Software (20 replies)
  76. Market Salary of an entry level 401(k) administrator in the Boston area (11 replies)
  77. firing/hiring (8 replies)
  78. How many questions do you answer for a new client for free? (5 replies)
  79. suing an employee (1 reply)
  80. Are you happy with the client manager software you use? (1 reply)
  81. Growing practice seeking aquisition opportunities of other TPA's in the Northeast. (0 replies)
  82. E & O..... (7 replies)
  83. Prospecting Letter.... (6 replies)
  84. Purchasing a book of business (3 replies)
  85. Errors and Omissions Insurance (0 replies)
  86. Making Connections... getting new business (9 replies)
  87. SAS70 Substitute? (2 replies)
  88. Are qualified plans exempt from paying state sales tax? (2 replies)
  89. Top Heavy contribution avoidance (4 replies)
  90. Preparing IRS Form 5500 (3 replies)
  91. SAS 70 Audits (3 replies)
  92. IRS Audit limitation (8 replies)
  93. 2003 Post-EGTRRA Amendments (1 reply)
  94. Dishonesty Insurance (4 replies)
  95. Referral Networks (4 replies)
  96. Document Sponsor (2 replies)
  97. Administration Software (0 replies)
  98. incentives for your employees? (20 replies)
  99. E&O Insurance (1 reply)
  100. Leads (10 replies)
  101. Sarbanes-Oxley (1 reply)
  102. Home TPA Consultant (0 replies)
  103. Downtime season (5 replies)
  104. eCornell Human Resources Mgmt Cert (1 reply)
  105. Pension firms (4 replies)
  106. Sal range for DC daily val acct admin (2 replies)
  107. Group Medical Insurance for small TPA (1 reply)
  108. No beneficiary designation (3 replies)
  109. billable hours goals (0 replies)
  110. Raising fees and notifying clients ... (1 reply)
  111. Profitability Calculator (5 replies)
  112. billable hours = ? (6 replies)
  113. Tracking Time (5 replies)
  114. Tracking time (0 replies)
  115. Payments Directly by TPA (not a trustee) to Participant in 401(k) Plan (1 reply)
  116. The trustee's duty (0 replies)
  117. Looking for a good newsletter service (5 replies)
  118. Marketing (15 replies)
  119. accompanying life agents on a sales call (2 replies)
  120. Plan Proposal programs (1 reply)
  121. TPA Compensation. (0 replies)
  122. 401(a)(4) testing (2 replies)
  123. Privacy Notice (1 reply)
  124. Responsibility for compliance services to bankrupt clients and their p (1 reply)
  125. "Ethics" - Topic of a Presentation (3 replies)
  126. Annual Data Request Software (7 replies)
  127. Managing Accounts Receivable (4 replies)
  128. E&0, should I or shouldn't I? (5 replies)
  129. Anyone doing contract administration work from home for a TPA? (3 replies)
  130. Extra Billing (1 reply)
  131. Growing pains - any suggestions? (0 replies)
  132. E and O Insurance (5 replies)
  133. Self-audit services/training services (0 replies)
  134. Personnel data and Identity Theft (1 reply)
  135. Fee for takeover (buyout) of client list (1 reply)
  136. Starting a TPA (1 reply)
  137. Looking for Pension Firms (2 replies)
  138. Value of a pension consulting firm (6 replies)
  139. requesting year end info (8 replies)
  140. Tickler Software (8 replies)
  141. Document storage statutory requirements (0 replies)
  142. "Compliance-only" engagements (1 reply)
  143. Engagement Letters (0 replies)
  144. Retirement Plan Newsletters to send referral sources (CPAs mainly) (1 reply)
  145. Sales Dumbth (12 replies)
  146. What software does it all? (1 reply)
  147. Trust ID Number (4 replies)
  148. Too much hand holding! (8 replies)
  149. Examples of Re-Humanization--the next process after business process r (0 replies)
  150. TPA firms (2 replies)
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2010 Invision Power Services, Inc.