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Operating a TPA or Consulting Firm

378 topics in this forum

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

    By 007RetirementPlans,
    • 6 replies
    • 286 views

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

    By SensibleUsername,
    • 10 replies
    • 902 views

  3. Seeking new IT Provider

    By chuTzPA,
    • 3 replies
    • 300 views

  4. Ethics of Getting Paid

    By drakecohen,
    • 6 replies
    • 782 views

  5. Blustar

    By Gadgetfreak,
    • 3 replies
    • 795 views

  6. Researching Relius alternatives

    By ASmithCPA,   
    • 5 replies
    • 666 views

  7. Do IRS examiners know who supervises them?

    By Peter Gulia,
    • 6 replies
    • 1.9k views

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

    By John Smith,
    • 2 replies
    • 1.5k views

  9. Using a client for personal work

    By TPApril,
    • 5 replies
    • 734 views

  10. Paperless / PDF Software

    By austin3515,
    • 19 replies
    • 2.3k views

  11. ERISApedia vs ERISA Outline Book

    By austin3515,
    • 5 replies
    • 1.7k views

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

    By Peter Gulia,
    • 4 replies
    • 781 views

  13. General thoughts on Datair?

    By Miles Leech,
    • 20 replies
    • 5k views

  14. How can other professionals help an actuary?

    By Peter Gulia,
    • 6 replies
    • 1.4k views

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

    By Peter Gulia,
    • 3 replies
    • 833 views

  16. Selling a small one-person TPA firm

    By Zoey,
    • 7 replies
    • 1.7k views

  17. Ethics Issue

    By thepensionmaven,
    • 3 replies
    • 1.3k views

  18. obtaining data from previous provider

    By Guest pensiondoc,
    • 9 replies
    • 2.9k views

  19. ASPPA vs. NIPA

    By Gadgetfreak,
    • 9 replies
    • 2.7k views

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

    By John Smith,
    • 0 replies
    • 715 views

  21. Acquiring or Starting TPA

    By ERISAgeek14,
    • 1 reply
    • 1.1k views

  22. How many plans use balance-forward?

    By Peter Gulia,
    • 4 replies
    • 1.6k views

  23. Intrusive Investment Provider Forms

    By PensionPro,
    • 1 reply
    • 1.2k views

  24. Looking to help a TPA with a transition plan

    By Gadgetfreak,
    • 0 replies
    • 999 views

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

    By John Smith,
    • 0 replies
    • 1.1k views

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

    By JenniferB,
    • 2 replies
    • 996 views

  27. Starting a TPA in Florida

    By JenniferB,
    • 0 replies
    • 856 views

  28. Marketing

    By EJS_TPA,
    • 0 replies
    • 745 views

  29. Datair Reporting

    By TPAGCNY,
    • 1 reply
    • 882 views

  30. Recordkeeper Mandating Increased Cash-Out Limit

    By Paul I,
    • 5 replies
    • 1.1k views

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

    By Peter Gulia,
    • 8 replies
    • 3k views

  32. Administration, Testing, 5500 Document Software Vendors

    By susieQ,
    • 2 replies
    • 1.3k views

  33. Licensed TPA available for acquisition

    By TheTPAGuys,
    • 0 replies
    • 1.2k views

  34. Quickbooks and Plans

    By Gadgetfreak,
    • 3 replies
    • 1k views

  35. Errors & Omissions insurance for TPA

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

  36. Looking for a mentor

    By EJS_TPA,
    • 2 replies
    • 1.1k views

  37. Onboarding Software for Recordkeepers

    By Gadgetfreak,
    • 0 replies
    • 810 views

  38. How many years of emails are you saving?

    By austin3515,
    • 14 replies
    • 2.1k views

  39. List of Programs

    By EJS_TPA,
    • 1 reply
    • 832 views

  40. Starting a new TPA firm

    By EJS_TPA,   
    • 1 reply
    • 976 views

  41. TPA/Recordkeeper Staffing Structures

    By Gadgetfreak,
    • 12 replies
    • 2.2k views

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

    By HarleyBabe,
    • 1 reply
    • 1k views

  43. CPA for large firm search

    By TPApril,
    • 3 replies
    • 847 views

  44. Do TPAs get malpractice insurance?

    By Peter Gulia,
    • 6 replies
    • 1.7k views

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

    By R. Scott,
    • 0 replies
    • 767 views

  46. Cyber Security Audit

    By Gilmore,
    • 2 replies
    • 721 views

  47. Would a government shutdown delay implementing SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 815 views

  48. TPA Acquisitions/Mergers

    By Stephen Abramson,
    • 0 replies
    • 717 views

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

    By Dave Baker,
    • 29 replies
    • 4.8k views

  50. Can Anyone Locate CWM Retirement Plan Services?

    By ERISA1,
    • 7 replies
    • 1.6k views
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