Operating a TPA or Consulting Firm

361 topics in this forum

1. Acquiring or Starting TPA

   By ERISAgeek14, June 20
   • 1 reply
   • 364 views
   • 
   • BPG916
   • July 24

2. How many plans use balance-forward?

   By Peter Gulia, July 23
   • 4 replies
   • 490 views
   • 
   • jsample
   • July 23

3. Intrusive Investment Provider Forms

   By PensionPro, July 16
   • 1 reply
   • 456 views
   • 
   • justanotheradmin
   • July 17

4. Looking to help a TPA with a transition plan

   By Gadgetfreak, June 27
   • 0 replies
   • 443 views
   • 
   • Gadgetfreak
   • June 27

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

   By John Smith, May 18
   • 0 replies
   • 476 views
   • 
   • John Smith
   • May 18

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

   By JenniferB, May 5
   • 2 replies
   • 285 views
   • 
   • JenniferB
   • May 6

7. Starting a TPA in Florida

   By JenniferB, May 5
   • 0 replies
   • 218 views
   • 
   • JenniferB
   • May 5

8. Marketing

   By EmilyS, April 26
   • 0 replies
   • 164 views
   • 
   • EmilyS
   • April 26

9. Datair Reporting

   By TPAGCNY, April 25
   • 1 reply
   • 255 views
   • 
   • EMoney
   • April 25

10. Recordkeeper Mandating Increased Cash-Out Limit

    By Paul I, April 8
    • 5 replies
    • 390 views
    • 
    • Peter Gulia
    • April 9

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

    By Peter Gulia, April 1
    • 8 replies
    • 814 views
    • 
    • ugueth
    • April 4

12. Administration, Testing, 5500 Document Software Vendors

    By susieQ, January 11, 2023
    • 2 replies
    • 503 views
    • 
    • RatherBeGolfing
    • March 18

13. Licensed TPA available for acquisition

    By TheTPAGuys, January 29
    • 0 replies
    • 504 views
    • 
    • TheTPAGuys
    • January 29

14. Quickbooks and Plans

    By Gadgetfreak, December 31, 2023
    • 3 replies
    • 354 views
    • 
    • Retired, but still reading
    • January 2

15. Errors & Omissions insurance for TPA

    By R. Scott, December 26, 2023
    • 2 replies
    • 505 views
    • 
    • cathyw
    • December 28, 2023

16. Looking for a mentor

    By EmilyS, October 16, 2023
    • 2 replies
    • 505 views
    • 
    • ahasan
    • December 15, 2023

17. Onboarding Software for Recordkeepers

    By Gadgetfreak, November 6, 2023
    • 0 replies
    • 231 views
    • 
    • Gadgetfreak
    • November 6, 2023

18. How many years of emails are you saving?

    By austin3515, May 30, 2023
    • 14 replies
    • 721 views
    • 
    • RestAssured
    • November 3, 2023

19. List of Programs

    By EmilyS, October 16, 2023
    • 1 reply
    • 331 views
    • 
    • RestAssured
    • November 3, 2023

20. ASPPA vs. NIPA

    By Gadgetfreak, October 31, 2023
    • 8 replies
    • 1.2k views
    • 
    • Paul I
    • November 2, 2023

21. Starting a new TPA firm

    By EmilyS, September 13, 2023   

    • tpa
    • firm
    • (and 1 more)

      Tagged with:

      • tpa
      • firm
      • help
    • 1 reply
    • 457 views
    • 
    • R. Scott
    • October 18, 2023

22. TPA/Recordkeeper Staffing Structures

    By Gadgetfreak, October 12, 2023
    • 12 replies
    • 1.2k views
    • 
    • Paul I
    • October 13, 2023

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

    By HarleyBabe, October 5, 2023
    • 1 reply
    • 254 views
    • 
    • Paul I
    • October 5, 2023

24. CPA for large firm search

    By TPApril, September 17, 2023
    • 3 replies
    • 487 views
    • 
    • Peter Gulia
    • September 18, 2023

25. Do TPAs get malpractice insurance?

    By Peter Gulia, September 5, 2023
    • 6 replies
    • 922 views
    • 
    • Peter Gulia
    • September 7, 2023