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Operating a TPA or Consulting Firm

377 topics in this forum

  1. Seeking new IT Provider

    By chuTzPA,
    • 3 replies
    • 190 views

  2. Ethics of Getting Paid

    By drakecohen,
    • 6 replies
    • 615 views

  3. Blustar

    By Gadgetfreak,
    • 3 replies
    • 640 views

  4. Researching Relius alternatives

    By ASmithCPA,   
    • 5 replies
    • 509 views

  5. Do IRS examiners know who supervises them?

    By Peter Gulia,
    • 6 replies
    • 1.8k views

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

    By John Smith,
    • 2 replies
    • 892 views

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

    By SensibleUsername,
    • 1 reply
    • 618 views

  8. Using a client for personal work

    By TPApril,
    • 5 replies
    • 648 views

  9. Paperless / PDF Software

    By austin3515,
    • 19 replies
    • 2.2k views

  10. ERISApedia vs ERISA Outline Book

    By austin3515,
    • 5 replies
    • 1.5k views

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

    By Peter Gulia,
    • 4 replies
    • 718 views

  12. General thoughts on Datair?

    By Mleech,
    • 20 replies
    • 3.7k views

  13. How can other professionals help an actuary?

    By Peter Gulia,
    • 6 replies
    • 1.3k views

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

    By Peter Gulia,
    • 3 replies
    • 765 views

  15. Selling a small one-person TPA firm

    By Zoey,
    • 7 replies
    • 1.5k views

  16. Ethics Issue

    By thepensionmaven,
    • 3 replies
    • 1.2k views

  17. obtaining data from previous provider

    By Guest pensiondoc,
    • 9 replies
    • 2.9k views

  18. ASPPA vs. NIPA

    By Gadgetfreak,
    • 9 replies
    • 2.5k views

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

    By John Smith,
    • 0 replies
    • 657 views

  20. Acquiring or Starting TPA

    By ERISAgeek14,
    • 1 reply
    • 1k views

  21. How many plans use balance-forward?

    By Peter Gulia,
    • 4 replies
    • 1.4k views

  22. Intrusive Investment Provider Forms

    By PensionPro,
    • 1 reply
    • 1.2k views

  23. Looking to help a TPA with a transition plan

    By Gadgetfreak,
    • 0 replies
    • 953 views

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

    By John Smith,
    • 0 replies
    • 999 views

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

    By JenniferB,
    • 2 replies
    • 933 views

  26. Starting a TPA in Florida

    By JenniferB,
    • 0 replies
    • 815 views

  27. Marketing

    By EJS_TPA,
    • 0 replies
    • 692 views

  28. Datair Reporting

    By TPAGCNY,
    • 1 reply
    • 809 views

  29. Recordkeeper Mandating Increased Cash-Out Limit

    By Paul I,
    • 5 replies
    • 1k views

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

    By Peter Gulia,
    • 8 replies
    • 2.4k views

  31. Administration, Testing, 5500 Document Software Vendors

    By susieQ,
    • 2 replies
    • 1.1k views

  32. Licensed TPA available for acquisition

    By TheTPAGuys,
    • 0 replies
    • 1.1k views

  33. Quickbooks and Plans

    By Gadgetfreak,
    • 3 replies
    • 934 views

  34. Errors & Omissions insurance for TPA

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

  35. Looking for a mentor

    By EJS_TPA,
    • 2 replies
    • 1k views

  36. Onboarding Software for Recordkeepers

    By Gadgetfreak,
    • 0 replies
    • 746 views

  37. How many years of emails are you saving?

    By austin3515,
    • 14 replies
    • 1.9k views

  38. List of Programs

    By EJS_TPA,
    • 1 reply
    • 785 views

  39. Starting a new TPA firm

    By EJS_TPA,   
    • 1 reply
    • 920 views

  40. TPA/Recordkeeper Staffing Structures

    By Gadgetfreak,
    • 12 replies
    • 2k views

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

    By HarleyBabe,
    • 1 reply
    • 892 views

  42. CPA for large firm search

    By TPApril,
    • 3 replies
    • 775 views

  43. Do TPAs get malpractice insurance?

    By Peter Gulia,
    • 6 replies
    • 1.6k views

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

    By R. Scott,
    • 0 replies
    • 739 views

  45. Cyber Security Audit

    By Gilmore,
    • 2 replies
    • 684 views

  46. Would a government shutdown delay implementing SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 754 views

  47. TPA Acquisitions/Mergers

    By Stephen Abramson,
    • 0 replies
    • 681 views

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

    By Dave Baker,
    • 29 replies
    • 4.6k views

  49. Can Anyone Locate CWM Retirement Plan Services?

    By ERISA1,
    • 7 replies
    • 1.5k views

  50. ERISA Outline Book Login page

    By austin3515,
    • 3 replies
    • 1.1k views
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