Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Regional Vice President of Sales

The Retirement Plan Company
(Remote / AL / FL / GA / MS)

The Retirement Plan Company logo

Retirement Plan Administrator

Bates & Company, Inc.
(Remote / Winter Park FL)

Bates & Company, Inc. logo

Business Development Director

AimPoint Pension
(Remote / Pompano Beach FL / AL / GA)

AimPoint Pension logo

Loan & Distribution Specialist

AimPoint Pension
(Remote)

AimPoint Pension logo

Defined Benefit Combo Cash Balance Compliance Consultant

Loren D. Stark Company (LDSCO)
(Remote)

Loren D.  Stark Company (LDSCO) logo

Director of 3(16) Operations

Compass
(Remote / NH / Hybrid)

Compass logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile app icon
LinkedIn icon     Twitter icon     Facebook icon

2 Matching News Items

1.  Not Your Ordinary TPA, Part 2 (PDF)
Simoneaux & Stroud Consulting Services via Journal of Pension Benefits Link to more items from this source
Oct. 9, 2013
"[Small business owners] want to know: is the design working for me and are the benefits worth the hassles that the plan often brings? Can we mitigate the small business owner's fiduciary liability? ... A valued service provider would be one who can focus on what is important to his client, such as the plan design and why it works for the owner. Even better, a good service provider would annually review the plan design and plan provisions with the owner(s) to make sure they are still meeting the business's goals and objectives."
2.  The 'Wedding' Planner: Considerations When Selling Your TPA Firm (PDF)
Simoneaux & Stroud Consulting Services, via Journal of Pension Benefits Link to more items from this source
July 21, 2014
"Once a TPA owner decides to sell the firm, significant planning must take place before any deal is closed. You want to make sure you find the right 'mate,' because 'business divorces' can be very painful. The more you know about your own firm, the easier it will be to determine whether or not a prospective buyer is appropriate for your firm. Owners should inform their attorney and accountant of any plans to sell in advance of entering discussions with buyers to be alerted to special circumstances that could impact the sale of the firm."

Your Search Options

  • If you have selected the Any Word radio button, above:

    Enter a single word, or as many words as you'd like (perhaps some synonyms). An item will match if it contains any one of the words.

    If you enter several words, the search engine will determine which words are the most important. So you can enter a question. Or you can paste an excerpt of several paragraphs from an article on another website to find similar news items on BenefitsLink.

  • If you have selected the All Words radio button, above:

    Enter several words. An item will match only if it contain every one of the words.

  • If you have selected the Advanced radio button, above:

    Certain words and punctuation take on special meanings—

    • Quotation marks can be used to require an exact phrase, such as
      "standard of review"
    • The words AND, OR and NOT become logic operators, which are especially powerful when used with parentheses, such as
      (vested OR vesting OR lifetime) AND (retiree OR retirement) AND (health OR healthcare) AND (benefits OR coverage)
© 2024 BenefitsLink.com, Inc.