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Operating a TPA or Consulting Firm

383 topics in this forum

  1. small TPA firm - SOC or equivalent?

    By TPApril,
    • 1 reply
    • 188 views

  2. TPA For Sale?

    By Sotired,
    • 0 replies
    • 268 views

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

    By Guest Peacy,   
    • 5 replies
    • 3.4k views

  4. Researching Relius alternatives

    By ASmithCPA,   
    • 6 replies
    • 1.6k views

  5. State taxes on distribution fees

    By chuTzPA,
    • 2 replies
    • 517 views

  6. Secure Email Host?

    By chuTzPA,
    • 2 replies
    • 3.7k views

  7. FT William 401k Discretionary Match

    By austin3515,
    • 4 replies
    • 595 views

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

    By 007RetirementPlans,
    • 7 replies
    • 760 views

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

    By SensibleUsername,
    • 10 replies
    • 1.2k views

  10. Seeking new IT Provider

    By chuTzPA,
    • 3 replies
    • 450 views

  11. Ethics of Getting Paid

    By drakecohen,
    • 6 replies
    • 1k views

  12. Blustar

    By Gadgetfreak,
    • 3 replies
    • 1k views

  13. Do IRS examiners know who supervises them?

    By Peter Gulia,
    • 6 replies
    • 2.1k views

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

    By John Smith,
    • 2 replies
    • 2.2k views

  15. Using a client for personal work

    By TPApril,
    • 5 replies
    • 901 views

  16. Paperless / PDF Software

    By austin3515,
    • 19 replies
    • 2.7k views

  17. ERISApedia vs ERISA Outline Book

    By austin3515,
    • 5 replies
    • 2.3k views

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

    By Peter Gulia,
    • 4 replies
    • 958 views

  19. General thoughts on Datair?

    By Miles Leech,
    • 20 replies
    • 6.5k views

  20. How can other professionals help an actuary?

    By Peter Gulia,
    • 6 replies
    • 1.6k views

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

    By Peter Gulia,
    • 3 replies
    • 1k views

  22. Selling a small one-person TPA firm

    By Zoey,
    • 7 replies
    • 2.1k views

  23. Ethics Issue

    By thepensionmaven,
    • 3 replies
    • 1.5k views

  24. obtaining data from previous provider

    By Guest pensiondoc,
    • 9 replies
    • 3.1k views

  25. ASPPA vs. NIPA

    By Gadgetfreak,
    • 9 replies
    • 3.1k views

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

    By John Smith,
    • 0 replies
    • 821 views

  27. Acquiring or Starting TPA

    By ERISAgeek14,
    • 1 reply
    • 1.2k views

  28. How many plans use balance-forward?

    By Peter Gulia,
    • 4 replies
    • 1.9k views

  29. Intrusive Investment Provider Forms

    By PensionPro,
    • 1 reply
    • 1.3k views

  30. Looking to help a TPA with a transition plan

    By Gadgetfreak,
    • 0 replies
    • 1.1k views

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

    By John Smith,
    • 0 replies
    • 1.2k views

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

    By JenniferB,
    • 2 replies
    • 1.1k views

  33. Starting a TPA in Florida

    By JenniferB,
    • 0 replies
    • 941 views

  34. Marketing

    By EJS_TPA,
    • 0 replies
    • 844 views

  35. Datair Reporting

    By TPAGCNY,
    • 1 reply
    • 996 views

  36. Recordkeeper Mandating Increased Cash-Out Limit

    By Paul I,
    • 5 replies
    • 1.3k views

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

    By Peter Gulia,
    • 8 replies
    • 3.6k views

  38. Administration, Testing, 5500 Document Software Vendors

    By susieQ,
    • 2 replies
    • 1.4k views

  39. Licensed TPA available for acquisition

    By TheTPAGuys,
    • 0 replies
    • 1.3k views

  40. Quickbooks and Plans

    By Gadgetfreak,
    • 3 replies
    • 1.2k views

  41. Errors & Omissions insurance for TPA

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

  42. Looking for a mentor

    By EJS_TPA,
    • 2 replies
    • 1.2k views

  43. Onboarding Software for Recordkeepers

    By Gadgetfreak,
    • 0 replies
    • 895 views

  44. How many years of emails are you saving?

    By austin3515,
    • 14 replies
    • 2.5k views

  45. List of Programs

    By EJS_TPA,
    • 1 reply
    • 931 views

  46. Starting a new TPA firm

    By EJS_TPA,   
    • 1 reply
    • 1.1k views

  47. TPA/Recordkeeper Staffing Structures

    By Gadgetfreak,
    • 12 replies
    • 2.5k views

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

    By HarleyBabe,
    • 1 reply
    • 1.2k views

  49. CPA for large firm search

    By TPApril,
    • 3 replies
    • 1k views

  50. Do TPAs get malpractice insurance?

    By Peter Gulia,
    • 6 replies
    • 2k views
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