Operating a TPA or Consulting Firm

377 topics in this forum

1. Making Connections... getting new business

   By K-t-F, May 10, 2004
   • 9 replies
   • 3.4k views
   • 
   • K-t-F
   • June 19, 2004

2. Plan Management Software

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

3. Preparer information on Form 5500

   By Peter Gulia, December 10, 2012
   • 9 replies
   • 3.4k views
   • 
   • PainPA
   • April 26, 2013

4. ASPPA code of conduct

   By Bird, October 14, 2019
   • 11 replies
   • 3.4k views
   • 
   • Larry Starr
   • December 12, 2019

5. Problems with Distributions

   By Below Ground, February 19, 2009
   • 21 replies
   • 3.3k views
   • 
   • Below Ground
   • February 20, 2009

6. 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

7. Beware you may lose a case to Hancock

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

8. Considering new TPA software

   By Guest Doug Johnston, May 19, 2005
   • 2 replies
   • 3.3k views
   • 
   • SoCalActuary
   • May 20, 2005

9. Prospecting Letter....

   By K-t-F, July 12, 2004
   • 6 replies
   • 3.3k views
   • 
   • GBurns
   • July 14, 2004

10. Gross Revenue Per FTE?

    By Guest Thornton, May 13, 2005
    • 3 replies
    • 3.2k views
    • 
    • SoCalActuary
    • May 14, 2005

11. Employee staffing structure

    By ESI2015, August 9, 2017
    • 16 replies
    • 3.2k views
    • 
    • K2retire
    • August 22, 2017

12. What workflow/client management system do you use?

    By Guest Peacy, July 31, 2013   

    • workflow
    • pension pro
    • (and 1 more)

      Tagged with:

      • workflow
      • pension pro
      • client management system
    • 4 replies
    • 3.2k views
    • 
    • Below Ground
    • September 10, 2013

13. TPA Signing Authority for Plan

    By DTH, May 2, 2007
    • 4 replies
    • 3.2k views
    • 
    • Guest
    • May 3, 2007

14. Valuation Software

    By Guest erepper, January 19, 2005
    • 20 replies
    • 3.2k views
    • 
    • Effen
    • January 25, 2005

15. requesting year end info

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

16. File cabinet software

    By Jim Chad, December 6, 2006
    • 2 replies
    • 3.1k views
    • 
    • Jim Chad
    • December 8, 2006

17. Services Agreement / Amount of Advance Notice to Terminate

    By BeanCounterBlues, May 12, 2009
    • 3 replies
    • 3.1k views
    • 
    • Peter Gulia
    • May 12, 2009

18. Sales Dumbth

    By Guest John Kelly, September 4, 1998
    • 12 replies
    • 3.1k views
    • 
    • Guest
    • May 21, 1999

19. Looking for Pension Firms

    By Guest mshenry, February 3, 2000
    • 2 replies
    • 3.1k views
    • 
    • thepensionmaven
    • February 15, 2000

20. Managing Accounts Receivable

    By Guest Small Texas TPA, January 20, 2001
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • January 25, 2001

21. Electronic Copies of Brokerage Statements

    By Guest Pensions in Paradise, August 3, 2005
    • 7 replies
    • 3.1k views
    • 
    • SoCalActuary
    • August 18, 2005

22. Which notices should we send in the same envelope?

    By Peter Gulia, January 17, 2013   

    • getting mailing efficiencies
    • 11 replies
    • 3.1k views
    • 
    • four01kman
    • February 6, 2013

23. Deconversion Fee

    By goldtpa, November 28, 2017
    • 11 replies
    • 3.1k views
    • 
    • Pam Shoup
    • November 30, 2017

24. Late Contributions ~ LOI from Sponsor to TPA

    By Guest HiKidsImASrPensionAdmin, June 1, 2006
    • 10 replies
    • 3k views
    • 
    • FormsRstillmylife
    • June 7, 2006

25. Circular 230 Disclaimer: Amend or Delete?

    By PensionPro, July 17, 2014
    • 5 replies
    • 3k views
    • 
    • My 2 cents
    • July 21, 2014

26. Consultancy fees

    By Guest RetirementConsultant, June 22, 2007
    • 4 replies
    • 3k views
    • 
    • AndyH
    • June 28, 2007

27. Valuing an actuarial practice for sale

    By Guest ChopperPilot, April 7, 2005
    • 2 replies
    • 3k views
    • 
    • david rigby
    • April 7, 2005

28. Benefits Administration Software

    By Theresa Lynn, July 28, 2005
    • 4 replies
    • 3k views
    • 
    • Gadgetfreak
    • August 4, 2009

29. TPA Service Agreement

    By Medusa, August 5, 2008
    • 1 reply
    • 3k views
    • 
    • Ron Snyder
    • August 8, 2008

30. Thinking about opening a firm

    By Guest In_Over_My_Head, June 6, 2007
    • 7 replies
    • 3k views
    • 
    • John Feldt ERPA CPC QPA
    • June 14, 2007

31. Too much hand holding!

    By Guest Crystal, March 11, 1999
    • 8 replies
    • 3k views
    • 
    • Guest
    • April 30, 1999

32. Replacing employees

    By stephen, January 7, 1999
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 21, 1999

33. Start-Up Consulting Firm Questions

    By Guest auditor415, August 27, 2007
    • 2 replies
    • 2.9k views
    • 
    • Larry M
    • September 4, 2007

34. TPA reports

    By Guest bMc, September 21, 1998
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • September 21, 1998

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

    By Peter Gulia, April 1, 2024
    • 8 replies
    • 2.9k views
    • 
    • ugueth
    • April 4, 2024

36. obtaining data from previous provider

    By Guest pensiondoc, December 2, 1998
    • 9 replies
    • 2.9k views
    • 
    • thepensionmaven
    • January 26, 2025

37. Engagement Letters

    By Hoard1, August 19, 1999
    • 0 replies
    • 2.9k views
    • 
    • Hoard1
    • August 19, 1999

38. Reference Resources

    By SMB, January 15, 2007
    • 4 replies
    • 2.9k views
    • 
    • Belgarath
    • January 17, 2007

39. 3(16) Services as a TPA

    By mjf06241972, November 2, 2019
    • 13 replies
    • 2.9k views
    • 
    • Pam Shoup
    • November 11, 2019

40. Head Hunters

    By ERISA1, July 5, 2012
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • July 10, 2012

41. TPA firms

    By Guest cascigm, January 28, 1999
    • 2 replies
    • 2.8k views
    • 
    • Greg Judd
    • January 29, 1999

42. One Person Office

    By Susan S., June 12, 2013
    • 11 replies
    • 2.8k views
    • 
    • chuTzPA
    • March 10, 2016

43. Value of a TPA Firm

    By Below Ground, June 15, 2006
    • 2 replies
    • 2.8k views
    • 
    • Below Ground
    • June 15, 2006

44. Profitability Calculator

    By Fredman, May 21, 2002
    • 5 replies
    • 2.8k views
    • 
    • Ron Snyder
    • May 23, 2002

45. Becoming an Owner

    By Guest Vanilla, June 13, 2013   

    • TPA Owner
    • 4 replies
    • 2.8k views
    • 
    • D.W. Gillman
    • June 6, 2019

46. what is a range of prices for a TPA firm ?

    By Guest Happy Actuary, August 25, 2009
    • 5 replies
    • 2.8k views
    • 
    • Ron Snyder
    • September 1, 2009

47. RIA - Client References?

    By Guest davsun, May 20, 2010
    • 1 reply
    • 2.7k views
    • 
    • MSN
    • May 21, 2010

48. 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

49. Starting a TPA

    By Guest Frank Pearce, February 25, 2000
    • 1 reply
    • 2.7k views
    • 
    • Lorraine Dorsa
    • February 25, 2000

50. No beneficiary designation

    By Guest dianej1, July 25, 2002
    • 3 replies
    • 2.7k views
    • 
    • E as in ERISA
    • July 25, 2002