Operating a TPA or Consulting Firm

379 topics in this forum

1. Pension TPA interested in being Acquired by Purchaser

   By Guest herbieglass, June 4, 2014   

   • tpa
   • sale
   • (and 7 more)

     Tagged with:

     • tpa
     • sale
     • merger
     • acquired
     • acqusition
     • pension tpa
     • 401k tpa
     • ria
     • sell
   • 2 replies
   • 3.7k views
   • 
   • gpacheco
   • July 7, 2016

2. TPA Contract Work

   By tpamanager6, April 22, 2016
   • 0 replies
   • 1.4k views
   • 
   • tpamanager6
   • April 22, 2016

3. Freelance / Fee per client

   By ITCONSTRUCTS, March 23, 2016
   • 1 reply
   • 1.5k views
   • 
   • Nate DeLong CPC
   • March 25, 2016

4. Starting New TPA Practice

   By coleboy, September 10, 2014
   • 3 replies
   • 2.5k views
   • 
   • chuTzPA
   • March 10, 2016

5. One Person Office

   By Susan S., June 12, 2013
   • 11 replies
   • 2.9k views
   • 
   • chuTzPA
   • March 10, 2016

6. Paperless Office Solutions

   By CLE401kGuy, February 28, 2012
   • 8 replies
   • 4.6k views
   • 
   • CLE401kGuy
   • December 1, 2015

7. 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

8. Reference Materials

   By mming, July 25, 2015
   • 0 replies
   • 1.3k views
   • 
   • mming
   • July 25, 2015

9. Paperless

   By austin3515, January 18, 2015
   • 30 replies
   • 6.4k views
   • 
   • My 2 cents
   • May 27, 2015

10. Selling My Firm

    By Guest Kevin1, May 7, 2013
    • 7 replies
    • 6.3k views
    • 
    • TPAacquistion101
    • October 17, 2014

11. e-filing Form 945

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

12. 360 Plan

    By TPAVP, September 10, 2014
    • 3 replies
    • 1.5k views
    • 
    • QDROphile
    • September 10, 2014

13. Trends in tpa marketing and guaranteeing our work

    By chuTzPA, July 20, 2014
    • 3 replies
    • 1.7k views
    • 
    • Kevin C
    • July 22, 2014

14. Circular 230 Disclaimer: Amend or Delete?

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

15. RFP for financial advisor?

    By AlbanyConsultant, June 11, 2014
    • 2 replies
    • 1.8k views
    • 
    • AlbanyConsultant
    • June 24, 2014

16. per partiicpant tpa charges

    By Draper55, May 8, 2014
    • 4 replies
    • 1.8k views
    • 
    • NJ Mike
    • May 8, 2014

17. Marketing Tools

    By KevinMc, April 11, 2014
    • 2 replies
    • 1.8k views
    • 
    • KevinMc
    • April 17, 2014

18. No more ASPPA yearbook

    By movedon, April 14, 2014
    • 2 replies
    • 1.4k views
    • 
    • PensionPro
    • April 14, 2014

19. DC Administrator thinking of offering Cafe. Plans

    By RestAssured, December 16, 2013
    • 8 replies
    • 2.7k views
    • 
    • RestAssured
    • December 16, 2013

20. Are there any TPA firms left that are not in "bed" with one or more investment platform?

    By jkharvey, December 6, 2013
    • 4 replies
    • 2.8k views
    • 
    • Gadgetfreak
    • December 6, 2013

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

    By HarleyBabe, November 19, 2013
    • 0 replies
    • 2.7k views
    • 
    • HarleyBabe
    • November 19, 2013

22. Virtual Data Rooms

    By HarleyBabe, November 12, 2013
    • 0 replies
    • 1.6k views
    • 
    • HarleyBabe
    • November 12, 2013

23. Purchasing a block of business

    By HarleyBabe, October 29, 2013
    • 0 replies
    • 1.7k views
    • 
    • HarleyBabe
    • October 29, 2013

24. 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

25. Virtual Office Solution - Opinions on Best Phone Systems

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

26. 401k TPAs expanding into health plan compliance?

    By Flyboyjohn, June 20, 2013
    • 4 replies
    • 2k views
    • 
    • Bill Presson
    • August 15, 2013

27. Employee purchase of TPA Firm

    By LauraERPA, August 14, 2013   

    • Purchase TPA
    • 5 replies
    • 1.9k views
    • 
    • david rigby
    • August 15, 2013

28. SSAE 16

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

29. What is your firm using for secure file transfers?

    By Guest KristenE, June 27, 2013   

    • File transfer
    • secure file transfer
    • 3 replies
    • 1.8k views
    • 
    • Gadgetfreak
    • June 30, 2013

30. Does anybody know Rike Thompson (Associated Actuaries) Verona, PA?

    By Flyboyjohn, May 20, 2013
    • 2 replies
    • 2.3k views
    • 
    • Effen
    • June 11, 2013

31. Professional accountability

    By TPApril, June 8, 2013   

    • 5500 preparers & actuaries
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • June 11, 2013

32. Preparer information on Form 5500

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

33. tpa considered plan administrator

    By Guest isg2013, February 7, 2013
    • 13 replies
    • 6k views
    • 
    • Guest
    • March 28, 2013

34. 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

35. FT William

    By Guest CWM, January 17, 2011
    • 22 replies
    • 9.1k views
    • 
    • rcline46
    • January 7, 2013

36. FT William

    By Belgarath, December 3, 2012
    • 3 replies
    • 2.7k views
    • 
    • IRA
    • December 3, 2012

37. Average Case Load per TPA

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

38. Printing Companies

    By Gadgetfreak, November 12, 2012
    • 4 replies
    • 1.4k views
    • 
    • Gadgetfreak
    • November 14, 2012

39. 404(a)(5) Quarterly Fee Disclosures

    By Gadgetfreak, October 10, 2012
    • 0 replies
    • 1.5k views
    • 
    • Gadgetfreak
    • October 10, 2012

40. Accounting Software used in your firm

    By Guest Corrections Questions, August 15, 2012
    • 2 replies
    • 1.9k views
    • 
    • Spencer
    • August 30, 2012

41. Owner of TPA Firm on a hunt

    By Guest ICannotDiscloseMyIdentity, July 31, 2012
    • 3 replies
    • 2.1k views
    • 
    • PensionPro
    • July 31, 2012

42. Looking to purchase a TPA Practice

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

43. Head Hunters

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

44. E & O Insurance for a new TPA Firm - seems I'm speaking in a foreign language

    By HarleyBabe, June 27, 2012
    • 3 replies
    • 1.7k views
    • 
    • A Shot in the Dark
    • June 28, 2012

45. 408(b) Disclosure Rule

    By Below Ground, June 5, 2012
    • 5 replies
    • 2k views
    • 
    • HarleyBabe
    • June 27, 2012

46. 401kexchange

    By Guest Sound Benefits, May 23, 2012
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 23, 2012

47. Focus Group for new entrepreneurial TPA's

    By chuTzPA, March 16, 2012
    • 2 replies
    • 1.4k views
    • 
    • GBurns
    • May 18, 2012

48. block of plans for sale?

    By Guest larry1998, May 13, 2012
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 13, 2012

49. ERISA Outline Book Alternatives

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

50. Software for DC testing

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