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Operating a TPA or Consulting Firm

382 topics in this forum

  1. TPA For Sale?

    By Sotired,
    • 0 replies
    • 202 views

  2. What workflow/client management system do you use?

    By Guest Peacy,   
    • 5 replies
    • 3.3k views

  3. Researching Relius alternatives

    By ASmithCPA,   
    • 6 replies
    • 1.4k views

  4. State taxes on distribution fees

    By chuTzPA,
    • 2 replies
    • 463 views

  5. Secure Email Host?

    By chuTzPA,
    • 2 replies
    • 3.7k views

  6. FT William 401k Discretionary Match

    By austin3515,
    • 4 replies
    • 547 views

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

    By 007RetirementPlans,
    • 7 replies
    • 673 views

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

    By SensibleUsername,
    • 10 replies
    • 1.2k views

  9. Seeking new IT Provider

    By chuTzPA,
    • 3 replies
    • 436 views

  10. Ethics of Getting Paid

    By drakecohen,
    • 6 replies
    • 1k views

  11. Blustar

    By Gadgetfreak,
    • 3 replies
    • 990 views

  12. Do IRS examiners know who supervises them?

    By Peter Gulia,
    • 6 replies
    • 2.1k views

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

    By John Smith,
    • 2 replies
    • 2.1k views

  14. Using a client for personal work

    By TPApril,
    • 5 replies
    • 874 views

  15. Paperless / PDF Software

    By austin3515,
    • 19 replies
    • 2.6k views

  16. ERISApedia vs ERISA Outline Book

    By austin3515,
    • 5 replies
    • 2.2k views

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

    By Peter Gulia,
    • 4 replies
    • 919 views

  18. General thoughts on Datair?

    By Miles Leech,
    • 20 replies
    • 6.4k views

  19. How can other professionals help an actuary?

    By Peter Gulia,
    • 6 replies
    • 1.6k views

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

    By Peter Gulia,
    • 3 replies
    • 974 views

  21. Selling a small one-person TPA firm

    By Zoey,
    • 7 replies
    • 2.1k views

  22. Ethics Issue

    By thepensionmaven,
    • 3 replies
    • 1.5k views

  23. obtaining data from previous provider

    By Guest pensiondoc,
    • 9 replies
    • 3k views

  24. ASPPA vs. NIPA

    By Gadgetfreak,
    • 9 replies
    • 3k views

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

    By John Smith,
    • 0 replies
    • 800 views

  26. Acquiring or Starting TPA

    By ERISAgeek14,
    • 1 reply
    • 1.2k views

  27. How many plans use balance-forward?

    By Peter Gulia,
    • 4 replies
    • 1.8k views

  28. Intrusive Investment Provider Forms

    By PensionPro,
    • 1 reply
    • 1.3k views

  29. Looking to help a TPA with a transition plan

    By Gadgetfreak,
    • 0 replies
    • 1.1k views

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

    By John Smith,
    • 0 replies
    • 1.2k views

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

    By JenniferB,
    • 2 replies
    • 1.1k views

  32. Starting a TPA in Florida

    By JenniferB,
    • 0 replies
    • 924 views

  33. Marketing

    By EJS_TPA,
    • 0 replies
    • 827 views

  34. Datair Reporting

    By TPAGCNY,
    • 1 reply
    • 978 views

  35. Recordkeeper Mandating Increased Cash-Out Limit

    By Paul I,
    • 5 replies
    • 1.2k views

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

    By Peter Gulia,
    • 8 replies
    • 3.6k views

  37. Administration, Testing, 5500 Document Software Vendors

    By susieQ,
    • 2 replies
    • 1.4k views

  38. Licensed TPA available for acquisition

    By TheTPAGuys,
    • 0 replies
    • 1.2k views

  39. Quickbooks and Plans

    By Gadgetfreak,
    • 3 replies
    • 1.1k views

  40. Errors & Omissions insurance for TPA

    By R. Scott,
    • 2 replies
    • 1.2k views

  41. Looking for a mentor

    By EJS_TPA,
    • 2 replies
    • 1.2k views

  42. Onboarding Software for Recordkeepers

    By Gadgetfreak,
    • 0 replies
    • 886 views

  43. How many years of emails are you saving?

    By austin3515,
    • 14 replies
    • 2.4k views

  44. List of Programs

    By EJS_TPA,
    • 1 reply
    • 912 views

  45. Starting a new TPA firm

    By EJS_TPA,   
    • 1 reply
    • 1.1k views

  46. TPA/Recordkeeper Staffing Structures

    By Gadgetfreak,
    • 12 replies
    • 2.4k views

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

    By HarleyBabe,
    • 1 reply
    • 1.2k views

  48. CPA for large firm search

    By TPApril,
    • 3 replies
    • 966 views

  49. Do TPAs get malpractice insurance?

    By Peter Gulia,
    • 6 replies
    • 1.9k views

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

    By R. Scott,
    • 0 replies
    • 845 views
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