Operating a TPA or Consulting Firm

377 topics in this forum

1. Plan Management Software

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

2. Ethics of Getting Paid

   By drakecohen, November 7, 2025
   • 6 replies
   • 704 views
   • 
   • drakecohen
   • November 11, 2025

3. TPA as Trustee in Plan Document

   By JustMe, April 22, 2020
   • 6 replies
   • 1.5k views
   • 
   • Luke Bailey
   • April 23, 2020

4. PLANS FOR SALE

   By MidSouthTPA, April 17, 2018
   • 6 replies
   • 1.8k views
   • 
   • SM
   • July 10, 2018

5. Acquisition/Partnership Opportunities

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

6. If our client steals the plan...

   By Dalai Pookah, October 23, 2019   

   • ethics crime
   • 6 replies
   • 1.6k views
   • 
   • Larry Starr
   • October 24, 2019

7. SSAE 16

   By ombskid, July 18, 2013
   • 6 replies
   • 2.2k views
   • 
   • Bill Presson
   • July 21, 2013

8. Prospecting Letter....

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

9. When selling your TPA business

   By Santo Gold, July 1, 2020
   • 6 replies
   • 1.8k views
   • 
   • Retired, but still reading
   • July 3, 2020

10. Do IRS examiners know who supervises them?

    By Peter Gulia, August 8, 2025
    • 6 replies
    • 1.9k views
    • 
    • Peter Gulia
    • August 18, 2025

11. How can other professionals help an actuary?

    By Peter Gulia, April 12, 2025
    • 6 replies
    • 1.3k views
    • 
    • Peter Gulia
    • April 14, 2025

12. what are the integral TPA functions - or is it toally undefined?

    By Guest Happy Actuary, October 1, 2009
    • 5 replies
    • 2.4k views
    • 
    • K2retire
    • October 3, 2009

13. Does a TPA know that a plan’s assets don’t qualify for the audit waiver?

    By Peter Gulia, July 25, 2019   

    • small plan; audit; independent qualified public accountant
    • 5 replies
    • 939 views
    • 
    • Bri
    • July 26, 2019

14. Recordkeeper Mandating Increased Cash-Out Limit

    By Paul I, April 8, 2024
    • 5 replies
    • 1k views
    • 
    • Peter Gulia
    • April 9, 2024

15. Researching Relius alternatives

    By ASmithCPA, August 22, 2025   

    • software options
    • 5 replies
    • 559 views
    • 
    • ASmithCPA
    • August 26, 2025

16. Tracking Time

    By Guest JPAdmin, March 21, 2002
    • 5 replies
    • 2.5k views
    • 
    • maverick
    • March 21, 2002

17. 408(b) Disclosure Rule

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

18. Plan's right upon termination of TPA

    By chuTzPA, March 2, 2020
    • 5 replies
    • 2k views
    • 
    • Pam Shoup
    • March 3, 2020

19. Looking for Data

    By SheilaD, May 21, 2008
    • 5 replies
    • 2.3k views
    • 
    • Kimberly S
    • June 18, 2008

20. Software for DC testing

    By movedon, March 23, 2012
    • 5 replies
    • 1.6k views
    • 
    • EBDI
    • March 27, 2012

21. Circular 230 Disclaimer: Amend or Delete?

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

22. How many questions do you answer for a new client for free?

    By K-t-F, November 9, 2004
    • 5 replies
    • 2.6k views
    • 
    • GBurns
    • November 10, 2004

23. Looking for a good newsletter service

    By Guest Crystal, April 2, 1999
    • 5 replies
    • 2.2k views
    • 
    • Guest
    • February 5, 2002

24. Buying a TPA Firm

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

25. Profitability Calculator

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

26. TPA Selling Business

    By TPA Selling Business, April 29, 2021
    • 5 replies
    • 1.5k views
    • 
    • Jrh1124
    • May 6, 2021

27. E and O Insurance

    By mming, June 10, 2000
    • 5 replies
    • 2.7k views
    • 
    • Guest
    • July 7, 2000

28. Looking to purchase a TPA Practice

    By Guest ChristopherOneal, January 11, 2012
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • July 16, 2012

29. Employee purchase of TPA Firm

    By LauraERPA, August 14, 2013   

    • Purchase TPA
    • 5 replies
    • 1.8k views
    • 
    • david rigby
    • August 15, 2013

30. Downtime season

    By Guest David M. Lipkin, October 15, 2002
    • 5 replies
    • 2.4k views
    • 
    • maverick
    • October 17, 2002

31. Workflkow tracking software

    By BG5150, December 3, 2020
    • 5 replies
    • 1.5k views
    • 
    • Effen
    • December 10, 2020

32. Sale of business

    By Mark Miller, January 7, 2022
    • 5 replies
    • 1.4k views
    • 
    • Steven Musmanno
    • August 15, 2022

33. ERISApedia vs ERISA Outline Book

    By austin3515, June 3, 2025
    • 5 replies
    • 1.6k views
    • 
    • Jakyasar
    • June 4, 2025

34. Record Retention for Terminated Clients

    By seatpa, April 15, 2017
    • 5 replies
    • 3.8k views
    • 
    • Retirement ForUsAll
    • December 17, 2018

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

    By Guest Happy Actuary, August 25, 2009
    • 5 replies
    • 2.7k views
    • 
    • Ron Snyder
    • September 1, 2009

36. Request for plan docs

    By BG5150, December 9, 2020
    • 5 replies
    • 1.6k views
    • 
    • Lauren0507
    • December 11, 2020

37. Consulting business in audit support

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

38. Using a client for personal work

    By TPApril, June 12, 2025
    • 5 replies
    • 679 views
    • 
    • RatherBeGolfing
    • June 16, 2025

39. Virtual Office Solution - Opinions on Best Phone Systems

    By HarleyBabe, August 27, 2013
    • 5 replies
    • 2.5k views
    • 
    • Below Ground
    • September 10, 2013

40. ERISA Outline Book Alternatives

    By Gadgetfreak, April 5, 2012
    • 5 replies
    • 2.3k views
    • 
    • gregburst
    • April 17, 2012

41. Head Hunters

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

42. E&0, should I or shouldn't I?

    By Guest Don J. Smith, December 28, 2000
    • 5 replies
    • 2.3k views
    • 
    • Bill Berke
    • January 17, 2001

43. Org Structure

    By Pensions2020, July 6, 2020
    • 5 replies
    • 1.4k views
    • 
    • Pensions2020
    • July 8, 2020

44. E&O insurance for TPA???

    By Lori H, August 28, 2018
    • 4 replies
    • 1.6k views
    • 
    • thepensionmaven
    • January 14, 2019

45. RPA (Robotic Process Automation)

    By ESI2015, November 9, 2020
    • 4 replies
    • 1.3k views
    • 
    • ESI2015
    • November 11, 2020

46. Partnering with TPAs

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

47. Business Activity Code for TPA firm

    By Sully, February 3, 2018
    • 4 replies
    • 1k views
    • 
    • Suzanne Wynn, JD, LLM Tax
    • February 6, 2018

48. 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
    • 3.1k views
    • 
    • Below Ground
    • September 10, 2013

49. Becoming an Owner

    By Guest Vanilla, June 13, 2013   

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

50. Breaking In To The Business

    By Guest mikeboard, June 17, 2008
    • 4 replies
    • 2.2k views
    • 
    • ak2ary
    • June 20, 2008