Operating a TPA or Consulting Firm

376 topics in this forum

1. Unauthorized Practice of Law

   By Guest Grumpy456, April 25, 2008
   • 24 replies
   • 10.8k views
   • 
   • Peter Gulia
   • May 28, 2008

2. Best Subscription Service?

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

3. FT William

   By Guest CWM, January 17, 2011
   • 22 replies
   • 8.9k views
   • 
   • rcline46
   • January 7, 2013

4. Starting a TPA Firm from Scratch. Need Help!

   By Plan4Retirement, November 30, 2016   

   • new
   • tpa
   • (and 7 more)

     Tagged with:

     • new
     • tpa
     • firm
     • help
     • starting
     • cash balance
     • defined benefits
     • 401k
     • pension
   • 21 replies
   • 7.3k views
   • 
   • chuTzPA
   • December 28, 2016

5. Paperless

   By austin3515, January 18, 2015
   • 30 replies
   • 6.2k views
   • 
   • My 2 cents
   • May 27, 2015

6. Selling My Firm

   By Guest Kevin1, May 7, 2013
   • 7 replies
   • 6.1k views
   • 
   • TPAacquistion101
   • October 17, 2014

7. Does anyone know of a company, law firm, etc. that provides the servic

   By Guest Kim Guynan, November 3, 1999
   • 7 replies
   • 6.1k views
   • 
   • Guest
   • December 22, 2006

8. Requesting input...

   By stevena, January 3, 2005
   • 31 replies
   • 6.1k views
   • 
   • stevena
   • February 10, 2005

9. TPA Profit Margin

   By Guest LLHarlow, December 20, 2011
   • 4 replies
   • 5.8k views
   • 
   • rcline46
   • December 21, 2011

10. DOL audit of TPA Firm ?

    By LauraERPA, August 27, 2009
    • 10 replies
    • 5.8k views
    • 
    • Monica Barnard
    • February 18, 2011

11. I am considering selling my TPA practice.

    By Guest TPA Firm Seller 2019, September 2, 2019
    • 8 replies
    • 5.7k views
    • 
    • Catch22PGM
    • October 18, 2022

12. tpa considered plan administrator

    By Guest isg2013, February 7, 2013
    • 13 replies
    • 5.7k views
    • 
    • Guest
    • March 28, 2013

13. Client and Task Tracking Software

    By 12AX7, May 21, 2008
    • 6 replies
    • 5.6k views
    • 
    • Guest
    • September 4, 2011

14. Market Salary of an entry level 401(k) administrator in the Boston area

    By Guest willwork4shoes, December 31, 2004
    • 11 replies
    • 5.5k views
    • 
    • stevena
    • January 6, 2005

15. liability insurance

    By MJ Hartman, March 23, 2006
    • 11 replies
    • 5.4k views
    • 
    • Guest
    • September 10, 2007

16. TPA receiving fees from investment product

    By Guest TookThePlunge, August 3, 2007
    • 15 replies
    • 5.3k views
    • 
    • pmacduff
    • September 10, 2007

17. Client fails to pay bills

    By Guest Sparky, June 20, 2003
    • 14 replies
    • 4.8k views
    • 
    • Locust
    • August 25, 2006

18. Deconversion Fee?

    By Guest m.n.ouellette, May 8, 2007
    • 3 replies
    • 4.7k views
    • 
    • maverick
    • May 8, 2007

19. Excel Social Security and Annuity Functions

    By JButtrick, January 30, 2008
    • 2 replies
    • 4.6k views
    • 
    • Guest
    • December 12, 2008

20. What's a better name than "TPA"?

    By Dave Baker, July 24, 2020
    • 29 replies
    • 4.6k views
    • 
    • Below Ground
    • May 31, 2023

21. Paperless Office Solutions

    By CLE401kGuy, February 28, 2012
    • 8 replies
    • 4.5k views
    • 
    • CLE401kGuy
    • December 1, 2015

22. Dishonesty Insurance

    By Guest D. Lawrence, May 22, 2003
    • 4 replies
    • 4.4k views
    • 
    • GBurns
    • May 23, 2003

23. Purchasing TPA Firms

    By Guest Thornton, February 2, 2006
    • 7 replies
    • 4.4k views
    • 
    • Guest
    • February 4, 2006

24. Tickler Software

    By Guest Crystal, December 17, 1999
    • 8 replies
    • 4.3k views
    • 
    • stephen
    • January 22, 2000

25. Small TPA purchasing another smaller TPA

    By Guest ICannotDiscloseMyIdentity, August 6, 2007
    • 8 replies
    • 4.3k views
    • 
    • TPAacquistion101
    • October 17, 2011

26. Must a Form 5500 preparer tell her client that the plan is tax-disqualified?

    By Peter Gulia, August 10, 2010
    • 15 replies
    • 4.2k views
    • 
    • Ron Snyder
    • September 27, 2010

27. E & O.....

    By K-t-F, August 7, 2004
    • 7 replies
    • 4.2k views
    • 
    • GBurns
    • August 12, 2004

28. Marketing

    By Guest pensiondoc, April 30, 1999
    • 15 replies
    • 4.1k views
    • 
    • Greg Judd
    • September 24, 2001

29. Buying a TPA Firm

    By Guest CWM, March 8, 2010
    • 5 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2011

30. TPA/ Administrator's Workload

    By coleboy, December 9, 2020
    • 26 replies
    • 4.1k views
    • 
    • RatherBeGolfing
    • July 12, 2021

31. incentives for your employees?

    By MR, December 26, 2002
    • 20 replies
    • 4k views
    • 
    • Archimage
    • February 6, 2003

32. IRS Audit limitation

    By Guest MPITTS, August 11, 2003
    • 8 replies
    • 4k views
    • 
    • Guest
    • August 12, 2003

33. Preparing IRS Form 5500

    By Guest jmarini, September 5, 2003
    • 3 replies
    • 3.9k views
    • 
    • JanetM
    • September 8, 2003

34. Value of a pension consulting firm

    By Guest Steve Caudle, October 18, 1999
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • February 3, 2000

35. Forms 5500, 945 and 1099-R Software Package

    By J Simmons, May 10, 2007
    • 3 replies
    • 3.9k views
    • 
    • thepensionmaven
    • July 30, 2009

36. Consulting business in audit support

    By Guest Quacka, October 19, 2008
    • 5 replies
    • 3.9k views
    • 
    • IRA
    • November 30, 2010

37. determing controlled group or affiliate service group status

    By Kimberly S, July 19, 2007
    • 18 replies
    • 3.8k views
    • 
    • Guest
    • July 21, 2007

38. Changing Admin Software

    By perplexedbypensions, September 22, 2017   

    • admin software
    • datair
    • (and 1 more)

      Tagged with:

      • admin software
      • datair
      • ft williams
    • 14 replies
    • 3.7k views
    • 
    • Kevin C
    • March 29, 2018

39. Record Retention for Terminated Clients

    By seatpa, April 15, 2017
    • 5 replies
    • 3.7k views
    • 
    • Retirement ForUsAll
    • December 17, 2018

40. Proposal Disclaimer

    By Guest pensionslave, April 21, 2006
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • April 26, 2006

41. Pension TPA interested in being Acquired by Purchaser

    By Guest herbieglass, June 4, 2014   

    • tpa
    • sale
    • (and 7 more)

      Tagged with:

      • tpa
      • sale
      • merger
      • acquired
      • acqusition
      • pension tpa
      • 401k tpa
      • ria
      • sell
    • 2 replies
    • 3.6k views
    • 
    • gpacheco
    • July 7, 2016

42. 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

43. General thoughts on Datair?

    By Mleech, February 19
    • 20 replies
    • 3.5k views
    • 
    • mbvs
    • May 9

44. Transition of records

    By Doghouse, September 1, 2009
    • 7 replies
    • 3.5k views
    • 
    • Doghouse
    • October 13, 2009

45. billable hours = ?

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

46. Training Courses

    By coleboy, January 11, 2018
    • 12 replies
    • 3.4k views
    • 
    • Belgarath
    • January 24, 2018

47. Trust ID Number

    By Guest Thornton, November 5, 1998
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • May 14, 1999

48. Fee for service pension consulting -- doomed?

    By Dave Baker, August 28, 1998
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • September 15, 1998

49. SAS 70 and TPA Firms

    By Guest Grumpy456, November 17, 2006
    • 2 replies
    • 3.4k views
    • 
    • Guest
    • November 20, 2006

50. Plan Management Software

    By Guest asire2006, December 29, 2005
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • February 2, 2006