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Operating a TPA or Consulting Firm

376 topics in this forum

  1. Ethics of Getting Paid

    By drakecohen,
    • 6 replies
    • 538 views

  2. Blustar

    By Gadgetfreak,
    • 3 replies
    • 576 views

  3. Researching Relius alternatives

    By ASmithCPA,   
    • 5 replies
    • 488 views

  4. Do IRS examiners know who supervises them?

    By Peter Gulia,
    • 6 replies
    • 1.8k views

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

    By John Smith,
    • 2 replies
    • 809 views

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

    By SensibleUsername,
    • 1 reply
    • 600 views

  7. Using a client for personal work

    By TPApril,
    • 5 replies
    • 634 views

  8. Paperless / PDF Software

    By austin3515,
    • 19 replies
    • 2.1k views

  9. ERISApedia vs ERISA Outline Book

    By austin3515,
    • 5 replies
    • 1.5k views

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

    By Peter Gulia,
    • 4 replies
    • 708 views

  11. General thoughts on Datair?

    By Mleech,
    • 20 replies
    • 3.5k views

  12. How can other professionals help an actuary?

    By Peter Gulia,
    • 6 replies
    • 1.3k views

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

    By Peter Gulia,
    • 3 replies
    • 750 views

  14. Selling a small one-person TPA firm

    By Zoey,
    • 7 replies
    • 1.5k views

  15. Ethics Issue

    By thepensionmaven,
    • 3 replies
    • 1.1k views

  16. obtaining data from previous provider

    By Guest pensiondoc,
    • 9 replies
    • 2.9k views

  17. ASPPA vs. NIPA

    By Gadgetfreak,
    • 9 replies
    • 2.5k views

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

    By John Smith,
    • 0 replies
    • 645 views

  19. Acquiring or Starting TPA

    By ERISAgeek14,
    • 1 reply
    • 987 views

  20. How many plans use balance-forward?

    By Peter Gulia,
    • 4 replies
    • 1.4k views

  21. Intrusive Investment Provider Forms

    By PensionPro,
    • 1 reply
    • 1.1k views

  22. Looking to help a TPA with a transition plan

    By Gadgetfreak,
    • 0 replies
    • 938 views

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

    By John Smith,
    • 0 replies
    • 980 views

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

    By JenniferB,
    • 2 replies
    • 904 views

  25. Starting a TPA in Florida

    By JenniferB,
    • 0 replies
    • 799 views

  26. Marketing

    By EJS_TPA,
    • 0 replies
    • 677 views

  27. Datair Reporting

    By TPAGCNY,
    • 1 reply
    • 792 views

  28. Recordkeeper Mandating Increased Cash-Out Limit

    By Paul I,
    • 5 replies
    • 984 views

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

    By Peter Gulia,
    • 8 replies
    • 2.2k views

  30. Administration, Testing, 5500 Document Software Vendors

    By susieQ,
    • 2 replies
    • 1.1k views

  31. Licensed TPA available for acquisition

    By TheTPAGuys,
    • 0 replies
    • 1.1k views

  32. Quickbooks and Plans

    By Gadgetfreak,
    • 3 replies
    • 915 views

  33. Errors & Omissions insurance for TPA

    By R. Scott,
    • 2 replies
    • 1k views

  34. Looking for a mentor

    By EJS_TPA,
    • 2 replies
    • 1k views

  35. Onboarding Software for Recordkeepers

    By Gadgetfreak,
    • 0 replies
    • 728 views

  36. How many years of emails are you saving?

    By austin3515,
    • 14 replies
    • 1.9k views

  37. List of Programs

    By EJS_TPA,
    • 1 reply
    • 775 views

  38. Starting a new TPA firm

    By EJS_TPA,   
    • 1 reply
    • 901 views

  39. TPA/Recordkeeper Staffing Structures

    By Gadgetfreak,
    • 12 replies
    • 1.9k views

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

    By HarleyBabe,
    • 1 reply
    • 867 views

  41. CPA for large firm search

    By TPApril,
    • 3 replies
    • 760 views

  42. Do TPAs get malpractice insurance?

    By Peter Gulia,
    • 6 replies
    • 1.6k views

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

    By R. Scott,
    • 0 replies
    • 719 views

  44. Cyber Security Audit

    By Gilmore,
    • 2 replies
    • 668 views

  45. Would a government shutdown delay implementing SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 741 views

  46. TPA Acquisitions/Mergers

    By Stephen Abramson,
    • 0 replies
    • 670 views

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

    By Dave Baker,
    • 29 replies
    • 4.6k views

  48. Can Anyone Locate CWM Retirement Plan Services?

    By ERISA1,
    • 7 replies
    • 1.5k views

  49. ERISA Outline Book Login page

    By austin3515,
    • 3 replies
    • 1k views

  50. How much of your work involves a formal appearance before the IRS?

    By Peter Gulia,
    • 11 replies
    • 1.4k views
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