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Operating a TPA or Consulting Firm

377 topics in this forum

  1. Seeking new IT Provider

    By chuTzPA,
    • 3 replies
    • 237 views

  2. Ethics of Getting Paid

    By drakecohen,
    • 6 replies
    • 703 views

  3. Blustar

    By Gadgetfreak,
    • 3 replies
    • 705 views

  4. Researching Relius alternatives

    By ASmithCPA,   
    • 5 replies
    • 557 views

  5. Do IRS examiners know who supervises them?

    By Peter Gulia,
    • 6 replies
    • 1.9k views

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

    By John Smith,
    • 2 replies
    • 1k views

  7. Using a client for personal work

    By TPApril,
    • 5 replies
    • 679 views

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

    By SensibleUsername,
    • 9 replies
    • 746 views

  9. ERISApedia vs ERISA Outline Book

    By austin3515,
    • 5 replies
    • 1.6k views

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

    By Peter Gulia,
    • 4 replies
    • 739 views

  11. How can other professionals help an actuary?

    By Peter Gulia,
    • 6 replies
    • 1.3k views

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

    By Peter Gulia,
    • 3 replies
    • 796 views

  13. General thoughts on Datair?

    By Mleech,
    • 20 replies
    • 4.1k views

  14. Ethics Issue

    By thepensionmaven,
    • 3 replies
    • 1.2k views

  15. Selling a small one-person TPA firm

    By Zoey,
    • 7 replies
    • 1.6k views

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

    By John Smith,
    • 0 replies
    • 678 views

  17. How many plans use balance-forward?

    By Peter Gulia,
    • 4 replies
    • 1.4k views

  18. Intrusive Investment Provider Forms

    By PensionPro,
    • 1 reply
    • 1.2k views

  19. Looking to help a TPA with a transition plan

    By Gadgetfreak,
    • 0 replies
    • 965 views

  20. Acquiring or Starting TPA

    By ERISAgeek14,
    • 1 reply
    • 1k views

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

    By John Smith,
    • 0 replies
    • 1k views

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

    By JenniferB,
    • 2 replies
    • 947 views

  23. Starting a TPA in Florida

    By JenniferB,
    • 0 replies
    • 828 views

  24. Marketing

    By EJS_TPA,
    • 0 replies
    • 714 views

  25. Datair Reporting

    By TPAGCNY,
    • 1 reply
    • 835 views

  26. Recordkeeper Mandating Increased Cash-Out Limit

    By Paul I,
    • 5 replies
    • 1k views

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

    By Peter Gulia,
    • 8 replies
    • 2.6k views

  28. Licensed TPA available for acquisition

    By TheTPAGuys,
    • 0 replies
    • 1.1k views

  29. Quickbooks and Plans

    By Gadgetfreak,
    • 3 replies
    • 962 views

  30. Errors & Omissions insurance for TPA

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

  31. Onboarding Software for Recordkeepers

    By Gadgetfreak,
    • 0 replies
    • 762 views

  32. ASPPA vs. NIPA

    By Gadgetfreak,
    • 9 replies
    • 2.6k views

  33. List of Programs

    By EJS_TPA,
    • 1 reply
    • 802 views

  34. Looking for a mentor

    By EJS_TPA,
    • 2 replies
    • 1.1k views

  35. TPA/Recordkeeper Staffing Structures

    By Gadgetfreak,
    • 12 replies
    • 2k views

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

    By HarleyBabe,
    • 1 reply
    • 952 views

  37. CPA for large firm search

    By TPApril,
    • 3 replies
    • 790 views

  38. Starting a new TPA firm

    By EJS_TPA,   
    • 1 reply
    • 936 views

  39. Do TPAs get malpractice insurance?

    By Peter Gulia,
    • 6 replies
    • 1.6k views

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

    By R. Scott,
    • 0 replies
    • 749 views

  41. Cyber Security Audit

    By Gilmore,
    • 2 replies
    • 696 views

  42. Would a government shutdown delay implementing SECURE 2022?

    By Peter Gulia,
    • 4 replies
    • 773 views

  43. TPA Acquisitions/Mergers

    By Stephen Abramson,
    • 0 replies
    • 693 views

  44. How many years of emails are you saving?

    By austin3515,
    • 14 replies
    • 1.9k views

  45. Can Anyone Locate CWM Retirement Plan Services?

    By ERISA1,
    • 7 replies
    • 1.5k views

  46. ERISA Outline Book Login page

    By austin3515,
    • 3 replies
    • 1.1k views

  47. Moving from Accrual to Cash Basis for 5500 and other year-end reporting

    By M.B.S., QKC, QKA,
    • 0 replies
    • 692 views

  48. Administration, Testing, 5500 Document Software Vendors

    By susieQ,
    • 2 replies
    • 1.2k views

  49. Ethics

    By thepensionmaven,
    • 9 replies
    • 1.6k views

  50. Looking For Actuary To Do Part-Time Remote Work

    By Connor,
    • 3 replies
    • 1.4k views
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