Operating a TPA or Consulting Firm

376 topics in this forum

1. Online Personality Tests

   By Gadgetfreak, February 6, 2017   

   • hiring
   • 9 replies
   • 1.7k views
   • 
   • Tom Poje
   • February 22, 2017

2. obtaining data from previous provider

   By Guest pensiondoc, December 2, 1998
   • 9 replies
   • 2.9k views
   • 
   • thepensionmaven
   • January 26

3. Making Connections... getting new business

   By K-t-F, May 10, 2004
   • 9 replies
   • 3.3k views
   • 
   • K-t-F
   • June 19, 2004

4. E-mail Retention Policy

   By JWRB, June 14, 2019
   • 9 replies
   • 1.8k views
   • 
   • ratherbereading
   • June 24, 2019

5. ASPPA vs. NIPA

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

6. Preparer information on Form 5500

   By Peter Gulia, December 10, 2012
   • 9 replies
   • 3.3k views
   • 
   • PainPA
   • April 26, 2013

7. Looking for feedback

   By stevena, April 18, 2005
   • 9 replies
   • 2.3k views
   • 
   • GBurns
   • April 19, 2005

8. Ethics

   By thepensionmaven, January 9, 2023
   • 9 replies
   • 1.5k views
   • 
   • Retired, but still reading
   • January 16, 2023

9. DC Administrator thinking of offering Cafe. Plans

   By RestAssured, December 16, 2013
   • 8 replies
   • 2.6k views
   • 
   • RestAssured
   • December 16, 2013

10. Fee for service pension consulting -- doomed?

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

11. Too much hand holding!

    By Guest Crystal, March 11, 1999
    • 8 replies
    • 2.9k views
    • 
    • Guest
    • April 30, 1999

12. Tickler Software

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

13. requesting year end info

    By richard, January 15, 2000
    • 8 replies
    • 3.1k views
    • 
    • Cathy from Chicago
    • January 27, 2000

14. Are Paycheck Protection Program uncertainties resolved?

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

15. IRS Audit limitation

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

16. Client Payroll Issue

    By mming, June 25, 2019
    • 8 replies
    • 1.1k views
    • 
    • RatherBeGolfing
    • June 30, 2019

17. firing/hiring

    By Guest Smitty848, December 8, 2004
    • 8 replies
    • 2.3k views
    • 
    • SoCalActuary
    • December 17, 2004

18. Paperless Office Solutions

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

19. I am considering selling my TPA practice.

    By Guest TPA Firm Seller 2019, September 2, 2019
    • 8 replies
    • 5.8k views
    • 
    • Catch22PGM
    • October 18, 2022

20. DOL cybersecurity topics

    By AlbanyConsultant, January 28, 2022
    • 8 replies
    • 1.4k views
    • 
    • Peter Gulia
    • April 21, 2022

21. Business Continuity Plans for smaller tpa firms

    By TPApril, March 29, 2020
    • 8 replies
    • 1.2k views
    • 
    • leevena
    • May 1, 2020

22. Small TPA purchasing another smaller TPA

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

23. Should a recordkeeper or TPA try to get an employer to pay a past-due participant contribution?

    By Peter Gulia, September 5, 2015
    • 8 replies
    • 1.8k views
    • 
    • david rigby
    • September 8, 2015

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

    By Peter Gulia, April 1, 2024
    • 8 replies
    • 2.3k views
    • 
    • ugueth
    • April 4, 2024

25. E & O.....

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

26. Selling My Firm

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

27. Service Agreements vs Purchase Orders

    By chuTzPA, May 23, 2018
    • 7 replies
    • 1.6k views
    • 
    • rr_sphr
    • May 24, 2018

28. 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

29. Selling a small one-person TPA firm

    By Zoey, January 4
    • 7 replies
    • 1.5k views
    • 
    • AllThingsForGood
    • March 11

30. Purchasing TPA Firms

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

31. 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
    • 1.1k views
    • 
    • Peter Gulia
    • March 24, 2022

32. Electronic Copies of Brokerage Statements

    By Guest Pensions in Paradise, August 3, 2005
    • 7 replies
    • 2.9k views
    • 
    • SoCalActuary
    • August 18, 2005

33. Prior TPA Not Cooperating

    By pjbaer, March 3, 2017   

    • tpa professionalism
    • 7 replies
    • 2.2k views
    • 
    • MoJo
    • March 6, 2017

34. receiving secure emails w/census info

    By TPAnnie, November 1, 2011
    • 7 replies
    • 2.3k views
    • 
    • frizzyguy
    • November 17, 2011

35. Annual Data Request Software

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

36. Records Retention

    By imchipbrown, August 30, 2020
    • 7 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • September 24, 2020

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

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

38. Transition of records

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

39. Thinking about opening a firm

    By Guest In_Over_My_Head, June 6, 2007
    • 7 replies
    • 2.9k views
    • 
    • John Feldt ERPA CPC QPA
    • June 14, 2007

40. Can Anyone Locate CWM Retirement Plan Services?

    By ERISA1, May 23, 2023
    • 7 replies
    • 1.5k views
    • 
    • Kansas401k
    • May 26, 2023

41. A little help

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

42. Average Case Load per TPA

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

43. Does anyone get an opinion letter to resolve Paycheck Protection Program uncertainties?

    By Peter Gulia, May 21, 2020   

    • paycheck protection program
    • 6 replies
    • 1k views
    • 
    • Mike Preston
    • May 21, 2020

44. Does anyone check whether a new customer's executive has been barred from serving as a fiduciary?

    By Peter Gulia, April 2, 2018
    • 6 replies
    • 1.1k views
    • 
    • JamesK
    • April 4, 2018

45. Client and Task Tracking Software

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

46. billable hours = ?

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

47. Choosing Other TPA or setup a Backroom Team

    By John Smith, January 1, 2022
    • 6 replies
    • 1.1k views
    • 
    • Retired, but still reading
    • January 15, 2022

48. Value of a pension consulting firm

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

49. Do TPAs get malpractice insurance?

    By Peter Gulia, September 5, 2023
    • 6 replies
    • 1.6k views
    • 
    • Peter Gulia
    • September 7, 2023

50. Plan Management Software

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