Operating a TPA or Consulting Firm

385 topics in this forum

1. CPA for large firm search

   By TPApril, September 17, 2023
   • 3 replies
   • 1.4k views
   • 
   • Peter Gulia
   • September 18, 2023

2. Do TPAs get malpractice insurance?

   By Peter Gulia, September 5, 2023
   • 6 replies
   • 2.6k views
   • 
   • Peter Gulia
   • September 7, 2023

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

   By R. Scott, August 9, 2023
   • 0 replies
   • 1k views
   • 
   • R. Scott
   • August 9, 2023

4. Cyber Security Audit

   By Gilmore, July 25, 2023
   • 2 replies
   • 1.3k views
   • 
   • Gilmore
   • July 27, 2023

5. Would a government shutdown delay implementing SECURE 2022?

   By Peter Gulia, July 24, 2023
   • 4 replies
   • 1.3k views
   • 
   • Peter Gulia
   • July 26, 2023

6. TPA Acquisitions/Mergers

   By Stephen Abramson, June 12, 2023
   • 0 replies
   • 991 views
   • 
   • Stephen Abramson
   • June 12, 2023

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

   By Dave Baker, July 24, 2020
   • 29 replies
   • 7k views
   • 
   • Below Ground
   • May 31, 2023

8. Can Anyone Locate CWM Retirement Plan Services?

   By ERISA1, May 23, 2023
   • 7 replies
   • 2.6k views
   • 
   • Kansas401k
   • May 26, 2023

9. ERISA Outline Book Login page

   By austin3515, April 29, 2023
   • 3 replies
   • 1.7k views
   • 
   • austin3515
   • April 30, 2023

10. How much of your work involves a formal appearance before the IRS?

    By Peter Gulia, July 11, 2022
    • 11 replies
    • 2.1k views
    • 
    • Peter Gulia
    • February 23, 2023

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

    By M.B.S., QKC, QKA, January 27, 2023
    • 0 replies
    • 999 views
    • 
    • M.B.S., QKC, QKA
    • January 27, 2023

12. Ethics

    By thepensionmaven, January 9, 2023
    • 9 replies
    • 2.5k views
    • 
    • Retired, but still reading
    • January 16, 2023

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

    By Connor, November 9, 2022
    • 3 replies
    • 2k views
    • 
    • Bill Presson
    • January 13, 2023

14. I am considering selling my TPA practice.

    By Guest TPA Firm Seller 2019, September 2, 2019
    • 8 replies
    • 7.6k views
    • 
    • Catch22PGM
    • October 18, 2022

15. A little help

    By thepensionmaven, September 3, 2022
    • 6 replies
    • 1.8k views
    • 
    • thepensionmaven
    • September 21, 2022

16. Engagement letters for TPA work

    By M Norton, September 20, 2022
    • 0 replies
    • 984 views
    • 
    • M Norton
    • September 20, 2022

17. Partnering with TPAs

    By RGAdvisor, September 13, 2022
    • 4 replies
    • 1.5k views
    • 
    • Luke Bailey
    • September 14, 2022

18. Which acts require a “manual” (rather than electronic) signature?

    By Peter Gulia, September 1, 2022   

    • electronic signature
    • 4 replies
    • 2.6k views
    • 
    • Peter Gulia
    • September 1, 2022

19. Sale of business

    By Mark Miller, January 7, 2022
    • 5 replies
    • 2.2k views
    • 
    • Steven Musmanno
    • August 15, 2022

20. IT Outsourcing Vendors

    By John314, August 11, 2022
    • 1 reply
    • 1.1k views
    • 
    • StephenD
    • August 12, 2022

21. Report Generator Software - paperless reporting

    By Danno805, June 21, 2022
    • 3 replies
    • 1.3k views
    • 
    • Danno805
    • June 30, 2022

22. DOL cybersecurity topics

    By AlbanyConsultant, January 28, 2022
    • 8 replies
    • 2.3k views
    • 
    • Peter Gulia
    • April 21, 2022

23. Client property or TPA property

    By thepensionmaven, March 30, 2022
    • 3 replies
    • 1.6k views
    • 
    • Pam Shoup
    • March 31, 2022

24. Does a recordkeeper change a plan’s fund without telling the plan’s sponsor?

    By Peter Gulia, March 22, 2022   

    • fund change; recordkeeper; custodian
    • 7 replies
    • 2.1k views
    • 
    • Peter Gulia
    • March 24, 2022

25. Choosing Other TPA or setup a Backroom Team

    By John Smith, January 1, 2022
    • 6 replies
    • 1.8k views
    • 
    • Retired, but still reading
    • January 15, 2022

26. TPA Billing Software

    By austin3515, October 28, 2021
    • 1 reply
    • 1.6k views
    • 
    • Retired, but still reading
    • October 30, 2021

27. Projection Software

    By Archimage, October 6, 2021
    • 2 replies
    • 1.1k views
    • 
    • Archimage
    • October 6, 2021

28. minor conflict of interest question

    By TPApril, September 30, 2021
    • 4 replies
    • 1.6k views
    • 
    • imchipbrown
    • October 1, 2021

29. Looking to Buy DB Plan Servicing from Actuary

    By FSP, September 26, 2021
    • 1 reply
    • 1.3k views
    • 
    • bvhea
    • September 27, 2021

30. Cybersecurity Audit

    By Gilmore, August 26, 2021
    • 4 replies
    • 1.3k views
    • 
    • Gilmore
    • August 28, 2021

31. Data retention of former clients

    By TPApril, July 15, 2021
    • 2 replies
    • 1.6k views
    • 
    • Bob the Swimmer
    • July 16, 2021

32. TPA/ Administrator's Workload

    By coleboy, December 9, 2020
    • 26 replies
    • 6.5k views
    • 
    • RatherBeGolfing
    • July 12, 2021

33. Hiring Experienced 401(k) Administrator in 2021

    By susieQ, May 20, 2021
    • 19 replies
    • 3.5k views
    • 
    • MoJo
    • June 11, 2021

34. Cloud / Desktop As a Service

    By austin3515, May 10, 2021
    • 0 replies
    • 1.1k views
    • 
    • austin3515
    • May 10, 2021

35. TPA Selling Business

    By TPA Selling Business, April 29, 2021
    • 5 replies
    • 2.1k views
    • 
    • Jrh1124
    • May 6, 2021

36. Selling my TPA firm

    By Minnesota planner, January 23, 2021
    • 3 replies
    • 2.4k views
    • 
    • DRP
    • April 30, 2021

37. TPA needs support staff on and off - contract employees

    By HarleyBabe, April 9, 2021
    • 10 replies
    • 2.7k views
    • 
    • Lois Baker
    • April 13, 2021

38. Should I Purchase TPA/Record Keeper?

    By tedschumann, January 10, 2021
    • 3 replies
    • 2.2k views
    • 
    • RestAssured
    • March 26, 2021

39. TPA partnership for lucrative Ethnic market

    By Michael TPA, January 24, 2021
    • 1 reply
    • 1.2k views
    • 
    • DannytheTPA
    • February 1, 2021

40. Request for plan docs

    By BG5150, December 9, 2020
    • 5 replies
    • 2.1k views
    • 
    • Lauren0507
    • December 11, 2020

41. Workflkow tracking software

    By BG5150, December 3, 2020
    • 5 replies
    • 2.2k views
    • 
    • Effen
    • December 10, 2020

42. RPA (Robotic Process Automation)

    By ESI2015, November 9, 2020
    • 4 replies
    • 2.2k views
    • 
    • ESI2015
    • November 11, 2020

43. Looking for a TPA

    By ITCONSTRUCTS, June 16, 2020
    • 1 reply
    • 1.1k views
    • 
    • thepensionmaven
    • October 7, 2020

44. May a plan’s administrator override the § 3(16) service provider?

    By Peter Gulia, September 24, 2020   

    • 3(16); discretion
    • 10 replies
    • 1.9k views
    • 
    • Peter Gulia
    • September 25, 2020

45. Records Retention

    By imchipbrown, August 30, 2020
    • 7 replies
    • 2.3k views
    • 
    • C. B. Zeller
    • September 24, 2020

46. Org Structure

    By Pensions2020, July 6, 2020
    • 5 replies
    • 2.1k views
    • 
    • Pensions2020
    • July 8, 2020

47. When selling your TPA business

    By Santo Gold, July 1, 2020
    • 6 replies
    • 2.4k views
    • 
    • Retired, but still reading
    • July 3, 2020

48. Admin Software

    By Lisa.Q, June 30, 2017
    • 11 replies
    • 3.4k views
    • 
    • Sriganesh Raman
    • July 1, 2020

49. Time Tracking Software

    By HollyD, May 26, 2020   

    • software
    • billing
    • (and 1 more)

      Tagged with:

      • software
      • billing
      • time tracking
    • 1 reply
    • 1k views
    • 
    • Effen
    • June 22, 2020

50. How many disclosure items in a typical year?

    By Peter Gulia, June 11, 2020
    • 10 replies
    • 2.2k views
    • 
    • RatherBeGolfing
    • June 12, 2020