Operating a TPA or Consulting Firm

376 topics in this forum

1. No beneficiary designation

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

2. DC Administrator thinking of offering Cafe. Plans

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

3. suing an employee

   By Guest sue1jeff, October 11, 2004
   • 1 reply
   • 2.6k views
   • 
   • Fredman
   • October 12, 2004

4. Salary Survey

   By Guest Melody Moore, December 8, 1998
   • 2 replies
   • 2.6k views
   • 
   • Guest
   • December 14, 1998

5. E and O Insurance

   By mming, June 10, 2000
   • 5 replies
   • 2.6k views
   • 
   • Guest
   • July 7, 2000

6. Business Valuation Firm experienced w/TPA practices

   By Guest Gatekeeper, January 11, 2007
   • 1 reply
   • 2.6k views
   • 
   • Jim Chad
   • January 19, 2007

7. semi paperless

   By Jim Chad, December 11, 2006
   • 3 replies
   • 2.6k views
   • 
   • Fredman
   • December 15, 2006

8. Hungry new TPA owner looking for a block of business

   By HarleyBabe, November 19, 2013
   • 0 replies
   • 2.6k views
   • 
   • HarleyBabe
   • November 19, 2013

9. 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

10. FT William

    By Belgarath, December 3, 2012
    • 3 replies
    • 2.6k views
    • 
    • IRA
    • December 3, 2012

11. Leads

    By ccassetty, January 10, 2003
    • 10 replies
    • 2.6k views
    • 
    • ccassetty
    • January 21, 2003

12. tpa/client communication

    By Guest lip, April 11, 2008
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • April 15, 2008

13. 401(k) Surveys

    By Guest Beth, September 16, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • October 6, 1998

14. Participant Statement Vendor

    By whitboston, November 15, 2005
    • 1 reply
    • 2.6k views
    • 
    • AndyH
    • November 16, 2005

15. Due Diligence

    By Guest Thornton, November 6, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • November 6, 1998

16. Fees

    By Guest pension doc, September 15, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • September 16, 1998

17. Average Case Load per TPA

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

18. Purchasing a book of business

    By Guest amm19, July 1, 2004
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • July 8, 2004

19. Looking to purchase a TPA Practice

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

20. Administration Software

    By Guest Pensions in Paradise, March 1, 2003
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 1, 2003

21. File Storage

    By Guest bMc, September 16, 1998
    • 3 replies
    • 2.5k views
    • 
    • LCARUSI
    • September 29, 1998

22. News Letters.. subscriptions

    By K-t-F, September 8, 2006
    • 4 replies
    • 2.5k views
    • 
    • stephen
    • September 8, 2006

23. Tracking Time

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

24. Admin Software

    By Lisa.Q, June 30, 2017
    • 11 replies
    • 2.5k views
    • 
    • Sriganesh Raman
    • July 1, 2020

25. Private labeling a TPA require further bonding?

    By Guest stingray, August 14, 2006
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • August 15, 2006

26. consulting agreement

    By Guest pensiondoc, October 17, 1998
    • 1 reply
    • 2.5k views
    • 
    • Larry M
    • October 20, 1998

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

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

28. ASPPA vs. NIPA

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

29. 11 Clients You Need to Fire Right Now

    By Dave Baker, December 16, 2005
    • 1 reply
    • 2.5k views
    • 
    • R. Butler
    • December 16, 2005

30. Virtual Office Solution - Opinions on Best Phone Systems

    By HarleyBabe, August 27, 2013
    • 5 replies
    • 2.4k views
    • 
    • Below Ground
    • September 10, 2013

31. Client Firm Bought

    By Below Ground, February 5, 2010
    • 4 replies
    • 2.4k views
    • 
    • Below Ground
    • February 8, 2010

32. Customary job description and compensation package for sales

    By Guest Cbanarer, November 12, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • November 12, 1998

33. Starting New TPA Practice

    By coleboy, September 10, 2014
    • 3 replies
    • 2.4k views
    • 
    • chuTzPA
    • March 10, 2016

34. Operational Checklists

    By Guest Cindy, September 29, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 29, 1998

35. research books and services

    By Guest David Lipkin, December 10, 1998
    • 3 replies
    • 2.4k views
    • 
    • Ervin Barham
    • December 11, 1998

36. Downtime season

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

37. Examples of Re-Humanization--the next process after business process r

    By Guest Ron Wohl, February 9, 1999
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • February 9, 1999

38. Salary/benefit comparisons within the pension industry

    By Guest normad, August 12, 2000
    • 1 reply
    • 2.4k views
    • 
    • actuarysmith
    • August 14, 2000

39. TPA E&O and Billing software

    By Guest OneChek, September 9, 2007
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 9, 2007

40. Estimated Transfers

    By Guest Thornton, May 12, 2006
    • 3 replies
    • 2.4k views
    • 
    • wsp
    • May 12, 2006

41. 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

42. Looking to buy an established TPA

    By Guest gillie, March 4, 2006
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • March 4, 2006

43. e-filing Form 945

    By Bird, September 29, 2014
    • 3 replies
    • 2.4k views
    • 
    • Bird
    • October 7, 2014

44. Financial Rep/Broker list

    By Guest tpa555, January 20, 2009
    • 3 replies
    • 2.3k views
    • 
    • Guest
    • March 10, 2011

45. Looking for feedback

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

46. Looking for Data

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

47. Relius Administration Software

    By Guest tpa555, February 4, 2010
    • 1 reply
    • 2.3k views
    • 
    • Gadgetfreak
    • March 26, 2010

48. New Comp Software

    By 401_4_ever, June 10, 2008
    • 1 reply
    • 2.3k views
    • 
    • Kimberly S
    • June 10, 2008

49. Referral Networks

    By Guest R. Daestrom, April 17, 2003
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 21, 2003

50. Sal range for DC daily val acct admin

    By Guest SalHelp, August 5, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 6, 2002