Operating a TPA or Consulting Firm

376 topics in this forum

1. "Compliance-only" engagements

   By Guest Doug Johnston, August 24, 1999
   • 1 reply
   • 2.2k views
   • 
   • Larry M
   • August 24, 1999

2. "Ethics" - Topic of a Presentation

   By Guest CJK, March 2, 2001
   • 3 replies
   • 2.1k views
   • 
   • rcline46
   • March 2, 2001

3. "requirement" for engagement

   By thepensionmaven, July 30, 2009
   • 3 replies
   • 2.3k views
   • 
   • J Simmons
   • July 30, 2009

4. 11 Clients You Need to Fire Right Now

   By Dave Baker, December 16, 2005
   • 1 reply
   • 2.5k views
   • 
   • R. Butler
   • December 16, 2005

5. 15 Participant plan allowign to inv. platforms. More work?

   By Jim Chad, February 5, 2010
   • 0 replies
   • 1.5k views
   • 
   • Jim Chad
   • February 5, 2010

6. 2003 Post-EGTRRA Amendments

   By Guest DIGMYDOG, July 24, 2003
   • 1 reply
   • 2.1k views
   • 
   • ljr
   • July 25, 2003

7. 3(16) Services as a TPA

   By mjf06241972, November 2, 2019
   • 13 replies
   • 2.8k views
   • 
   • Pam Shoup
   • November 11, 2019

8. 360 Plan

   By TPAVP, September 10, 2014
   • 3 replies
   • 1.5k views
   • 
   • QDROphile
   • September 10, 2014

9. 401(a)(4) testing

   By Ervin Barham, August 1, 2001
   • 2 replies
   • 2.3k views
   • 
   • Ervin Barham
   • August 2, 2001

10. 401(k) online recordkeeping system

    By Guest Lyn, November 29, 2007
    • 1 reply
    • 2.2k views
    • 
    • Peter Gulia
    • November 29, 2007

11. 401(k) Surveys

    By Guest Beth, September 16, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • October 6, 1998

12. 401k TPAs expanding into health plan compliance?

    By Flyboyjohn, June 20, 2013
    • 4 replies
    • 2k views
    • 
    • Bill Presson
    • August 15, 2013

13. 401kexchange

    By Guest Sound Benefits, May 23, 2012
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 23, 2012

14. 404(a)(5) Quarterly Fee Disclosures

    By Gadgetfreak, October 10, 2012
    • 0 replies
    • 1.5k views
    • 
    • Gadgetfreak
    • October 10, 2012

15. 408(b) Disclosure Rule

    By Below Ground, June 5, 2012
    • 5 replies
    • 1.9k views
    • 
    • HarleyBabe
    • June 27, 2012

16. A little help

    By thepensionmaven, September 3, 2022
    • 6 replies
    • 1.1k views
    • 
    • thepensionmaven
    • September 21, 2022

17. A little humor for a Friday

    By stevena, January 21, 2005
    • 2 replies
    • 2k views
    • 
    • FJR
    • February 6, 2005

18. accompanying life agents on a sales call

    By thepensionmaven, October 28, 1999
    • 2 replies
    • 2.2k views
    • 
    • actuarysmith
    • September 18, 2001

19. Accounting Software used in your firm

    By Guest Corrections Questions, August 15, 2012
    • 2 replies
    • 1.8k views
    • 
    • Spencer
    • August 30, 2012

20. Acquiring or Starting TPA

    By ERISAgeek14, June 20, 2024
    • 1 reply
    • 989 views
    • 
    • BPG916
    • July 24, 2024

21. Acquisition/Partnership Opportunities

    By EastCoast TPA, June 14, 2017
    • 6 replies
    • 1.7k views
    • 
    • SM
    • July 10, 2018

22. Admin Agreements with new client

    By HarleyBabe, June 19, 2019
    • 0 replies
    • 743 views
    • 
    • HarleyBabe
    • June 19, 2019

23. Admin Software

    By Lisa.Q, June 30, 2017
    • 11 replies
    • 2.5k views
    • 
    • Sriganesh Raman
    • July 1, 2020

24. Administration Software

    By Guest Pensions in Paradise, March 1, 2003
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 1, 2003

25. Administration, Testing, 5500 Document Software Vendors

    By susieQ, January 11, 2023
    • 2 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • March 18, 2024

26. Annual Data Request Software

    By David MacLennan, January 17, 2001
    • 7 replies
    • 2.7k views
    • 
    • David MacLennan
    • February 23, 2001

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

    By JenniferB, May 5, 2024
    • 2 replies
    • 908 views
    • 
    • JenniferB
    • May 6, 2024

28. Anyone doing contract administration work from home for a TPA?

    By Guest Regina Venegas, September 20, 2000
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • January 15, 2001

29. Anyone know of an "industry specific" contact management program?

    By Guest crgravitt, February 14, 2005
    • 7 replies
    • 2.5k views
    • 
    • mwyatt
    • March 2, 2005

30. Anyone succesfully make the jump from Broker/consultant to in house benefits job?

    By Guest davey4250, June 30, 2011
    • 1 reply
    • 1.6k views
    • 
    • ETA Consulting LLC
    • June 30, 2011

31. Are Paycheck Protection Program uncertainties resolved?

    By Peter Gulia, June 4, 2020
    • 8 replies
    • 865 views
    • 
    • Peter Gulia
    • June 8, 2020

32. Are qualified plans exempt from paying state sales tax?

    By Guest pensionadmin, February 19, 2004
    • 2 replies
    • 3.3k views
    • 
    • david rigby
    • February 19, 2004

33. Are there any TPA firms left that are not in "bed" with one or more investment platform?

    By jkharvey, December 6, 2013
    • 4 replies
    • 2.7k views
    • 
    • Gadgetfreak
    • December 6, 2013

34. Are TPA Firms "Essential"

    By susieQ, March 30, 2020
    • 13 replies
    • 1.4k views
    • 
    • ratherbereading
    • March 31, 2020

35. Are you happy with the client manager software you use?

    By stephen, October 5, 2004
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • October 8, 2004

36. ASPPA code of conduct

    By Bird, October 14, 2019
    • 11 replies
    • 3.3k views
    • 
    • Larry Starr
    • December 12, 2019

37. ASPPA vs. NIPA

    By Gadgetfreak, October 31, 2023
    • 9 replies
    • 2.5k views
    • 
    • thepensionmaven
    • January 26

38. Average Case Load per TPA

    By MarZDoates, November 28, 2012
    • 6 replies
    • 2.6k views
    • 
    • MarZDoates
    • November 28, 2012

39. Average salary, plan count for administrators

    By davisbmsc1, March 4, 2019
    • 3 replies
    • 1.4k views
    • 
    • davisbmsc1
    • March 5, 2019

40. Becoming an Owner

    By Guest Vanilla, June 13, 2013   

    • TPA Owner
    • 4 replies
    • 2.7k views
    • 
    • D.W. Gillman
    • June 6, 2019

41. Benefits Administration Software

    By Theresa Lynn, July 28, 2005
    • 4 replies
    • 2.9k views
    • 
    • Gadgetfreak
    • August 4, 2009

42. Best Admin Software for MEPs

    By Guest C.Meyers, August 24, 2016
    • 2 replies
    • 1.3k views
    • 
    • mbvs
    • August 26, 2016

43. Best Education, Qualification, Conference?

    By matth100, July 10, 2016
    • 4 replies
    • 1.2k views
    • 
    • GMK
    • July 11, 2016

44. Best Subscription Service?

    By Guest sjb, November 6, 2003
    • 34 replies
    • 10.2k views
    • 
    • Appleby
    • September 6, 2005

45. Beware you may lose a case to Hancock

    By thepensionmaven, June 17, 2010
    • 13 replies
    • 3.3k views
    • 
    • K2retire
    • September 17, 2010

46. billable hours = ?

    By Guest David Lipkin, December 17, 1998
    • 6 replies
    • 3.5k views
    • 
    • Larry M
    • April 9, 2002

47. billable hours goals

    By Guest David M. Lipkin, July 16, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 16, 2002

48. block of plans for sale?

    By Guest larry1998, May 13, 2012
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 13, 2012

49. Blustar

    By Gadgetfreak, October 6
    • 3 replies
    • 584 views
    • 
    • Effen
    • October 6

50. Breaking In To The Business

    By Guest mikeboard, June 17, 2008
    • 4 replies
    • 2.1k views
    • 
    • ak2ary
    • June 20, 2008