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Operating a TPA or Consulting Firm

379 topics in this forum

  1. FT William 401k Discretionary Match

    By austin3515,
    • 4 replies
    • 241 views

  2. Want to Start a TPA Someday — Where Do I Begin?

    By 007RetirementPlans,
    • 7 replies
    • 406 views

  3. How much demand is there for new and improved RK software?

    By SensibleUsername,
    • 10 replies
    • 963 views

  4. Seeking new IT Provider

    By chuTzPA,
    • 3 replies
    • 320 views

  5. Ethics of Getting Paid

    By drakecohen,
    • 6 replies
    • 817 views

  6. Blustar

    By Gadgetfreak,
    • 3 replies
    • 835 views

  7. Researching Relius alternatives

    By ASmithCPA,   
    • 5 replies
    • 727 views

  8. Do IRS examiners know who supervises them?

    By Peter Gulia,
    • 6 replies
    • 1.9k views

  9. Seeking Insights on Project Tracking Software (PensionPro vs PensionPal)

    By John Smith,
    • 2 replies
    • 1.6k views

  10. Using a client for personal work

    By TPApril,
    • 5 replies
    • 772 views

  11. Paperless / PDF Software

    By austin3515,
    • 19 replies
    • 2.4k views

  12. ERISApedia vs ERISA Outline Book

    By austin3515,
    • 5 replies
    • 1.8k views

  13. Do you help a small business count its tax credits for a startup retirement plan?

    By Peter Gulia,
    • 4 replies
    • 815 views

  14. General thoughts on Datair?

    By Miles Leech,
    • 20 replies
    • 5.3k views

  15. How can other professionals help an actuary?

    By Peter Gulia,
    • 6 replies
    • 1.4k views

  16. Would further requirements for electronic-funds-transfer affect employee-benefits practitioners?

    By Peter Gulia,
    • 3 replies
    • 859 views

  17. Selling a small one-person TPA firm

    By Zoey,
    • 7 replies
    • 1.8k views

  18. Ethics Issue

    By thepensionmaven,
    • 3 replies
    • 1.4k views

  19. obtaining data from previous provider

    By Guest pensiondoc,
    • 9 replies
    • 3k views

  20. ASPPA vs. NIPA

    By Gadgetfreak,
    • 9 replies
    • 2.8k views

  21. Exploring Back-Office Solutions for 401(k) Administration

    By John Smith,
    • 0 replies
    • 731 views

  22. Acquiring or Starting TPA

    By ERISAgeek14,
    • 1 reply
    • 1.1k views

  23. How many plans use balance-forward?

    By Peter Gulia,
    • 4 replies
    • 1.6k views

  24. Intrusive Investment Provider Forms

    By PensionPro,
    • 1 reply
    • 1.2k views

  25. Looking to help a TPA with a transition plan

    By Gadgetfreak,
    • 0 replies
    • 1k views

  26. Seeking Acquisition Opportunities for Small to Mid-Size 401(k) TPA Firm

    By John Smith,
    • 0 replies
    • 1.1k views

  27. Any TPA Consultation Firms that help get you going?

    By JenniferB,
    • 2 replies
    • 1k views

  28. Starting a TPA in Florida

    By JenniferB,
    • 0 replies
    • 866 views

  29. Marketing

    By EJS_TPA,
    • 0 replies
    • 758 views

  30. Datair Reporting

    By TPAGCNY,
    • 1 reply
    • 902 views

  31. Recordkeeper Mandating Increased Cash-Out Limit

    By Paul I,
    • 5 replies
    • 1.1k views

  32. How many actuaries provide retirement services that don’t require an actuary’s special skills?

    By Peter Gulia,
    • 8 replies
    • 3.2k views

  33. Administration, Testing, 5500 Document Software Vendors

    By susieQ,
    • 2 replies
    • 1.3k views

  34. Licensed TPA available for acquisition

    By TheTPAGuys,
    • 0 replies
    • 1.2k views

  35. Quickbooks and Plans

    By Gadgetfreak,
    • 3 replies
    • 1k views

  36. Errors & Omissions insurance for TPA

    By R. Scott,
    • 2 replies
    • 1.1k views

  37. Looking for a mentor

    By EJS_TPA,
    • 2 replies
    • 1.1k views

  38. Onboarding Software for Recordkeepers

    By Gadgetfreak,
    • 0 replies
    • 824 views

  39. How many years of emails are you saving?

    By austin3515,
    • 14 replies
    • 2.2k views

  40. List of Programs

    By EJS_TPA,
    • 1 reply
    • 844 views

  41. Starting a new TPA firm

    By EJS_TPA,   
    • 1 reply
    • 1k views

  42. TPA/Recordkeeper Staffing Structures

    By Gadgetfreak,
    • 12 replies
    • 2.2k views

  43. Financial Advisor Email List and Newsletters - Best Place to Purchase List and Service to Use

    By HarleyBabe,
    • 1 reply
    • 1.1k views

  44. CPA for large firm search

    By TPApril,
    • 3 replies
    • 886 views

  45. Do TPAs get malpractice insurance?

    By Peter Gulia,
    • 6 replies
    • 1.8k views

  46. How are other TPA's preparing for SECURE 2.0 changes coming in 2024?

    By R. Scott,
    • 0 replies
    • 780 views

  47. Cyber Security Audit

    By Gilmore,
    • 2 replies
    • 732 views

  48. Would a government shutdown delay implementing SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 842 views

  49. TPA Acquisitions/Mergers

    By Stephen Abramson,
    • 0 replies
    • 735 views

  50. What's a better name than "TPA"?

    By Dave Baker,
    • 29 replies
    • 5k views
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