Operating a TPA or Consulting Firm

385 topics in this forum

1. Paperless

   By austin3515, February 3, 2017
   • 9 replies
   • 1.6k views
   • 
   • austin3515
   • February 7, 2017

2. Starting a TPA Firm from Scratch. Need Help!

   By Plan4Retirement, November 30, 2016   

   • new
   • tpa
   • (and 7 more)

     Tagged with:

     • new
     • tpa
     • firm
     • help
     • starting
     • cash balance
     • defined benefits
     • 401k
     • pension
   • 21 replies
   • 9.4k views
   • 
   • chuTzPA
   • December 28, 2016

3. Compensation Surveys

   By Lifer, November 22, 2016
   • 0 replies
   • 1.2k views
   • 
   • Lifer
   • November 22, 2016

4. Marketing idea for small tpa

   By chuTzPA, November 2, 2016
   • 4 replies
   • 2k views
   • 
   • chuTzPA
   • November 3, 2016

5. Paid expert reference services for TPAs

   By Golgi, October 27, 2016
   • 2 replies
   • 1.4k views
   • 
   • AndyH
   • October 28, 2016

6. Best Admin Software for MEPs

   By Guest C.Meyers, August 24, 2016
   • 2 replies
   • 1.9k views
   • 
   • mbvs
   • August 26, 2016

7. Best Education, Qualification, Conference?

   By matth100, July 10, 2016
   • 4 replies
   • 1.8k views
   • 
   • GMK
   • July 11, 2016

8. 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
   • 4.1k views
   • 
   • gpacheco
   • July 7, 2016

9. TPA Contract Work

   By tpamanager6, April 22, 2016
   • 0 replies
   • 1.6k views
   • 
   • tpamanager6
   • April 22, 2016

10. Freelance / Fee per client

    By ITCONSTRUCTS, March 23, 2016
    • 1 reply
    • 1.7k views
    • 
    • Nate DeLong CPC
    • March 25, 2016

11. Starting New TPA Practice

    By coleboy, September 10, 2014
    • 3 replies
    • 2.8k views
    • 
    • chuTzPA
    • March 10, 2016

12. One Person Office

    By Susan S., June 12, 2013
    • 11 replies
    • 3.5k views
    • 
    • chuTzPA
    • March 10, 2016

13. Paperless Office Solutions

    By CLE401kGuy, February 28, 2012
    • 8 replies
    • 5.1k views
    • 
    • CLE401kGuy
    • December 1, 2015

14. 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
    • 2.4k views
    • 
    • david rigby
    • September 8, 2015

15. Reference Materials

    By mming, July 25, 2015
    • 0 replies
    • 1.5k views
    • 
    • mming
    • July 25, 2015

16. Paperless

    By austin3515, January 18, 2015
    • 30 replies
    • 7.9k views
    • 
    • My 2 cents
    • May 27, 2015

17. Selling My Firm

    By Guest Kevin1, May 7, 2013
    • 7 replies
    • 6.9k views
    • 
    • TPAacquistion101
    • October 17, 2014

18. e-filing Form 945

    By Bird, September 29, 2014
    • 3 replies
    • 2.9k views
    • 
    • Bird
    • October 7, 2014

19. 360 Plan

    By TPAVP, September 10, 2014
    • 3 replies
    • 2k views
    • 
    • QDROphile
    • September 10, 2014

20. Trends in tpa marketing and guaranteeing our work

    By chuTzPA, July 20, 2014
    • 3 replies
    • 2k views
    • 
    • Kevin C
    • July 22, 2014

21. Circular 230 Disclaimer: Amend or Delete?

    By PensionPro, July 17, 2014
    • 5 replies
    • 3.7k views
    • 
    • My 2 cents
    • July 21, 2014

22. RFP for financial advisor?

    By AlbanyConsultant, June 11, 2014
    • 2 replies
    • 2.1k views
    • 
    • AlbanyConsultant
    • June 24, 2014

23. per partiicpant tpa charges

    By Draper55, May 8, 2014
    • 4 replies
    • 2.1k views
    • 
    • NJ Mike
    • May 8, 2014

24. Marketing Tools

    By KevinMc, April 11, 2014
    • 2 replies
    • 2.2k views
    • 
    • KevinMc
    • April 17, 2014

25. No more ASPPA yearbook

    By movedon, April 14, 2014
    • 2 replies
    • 1.8k views
    • 
    • PensionPro
    • April 14, 2014

26. DC Administrator thinking of offering Cafe. Plans

    By RestAssured, December 16, 2013
    • 8 replies
    • 3.3k views
    • 
    • RestAssured
    • December 16, 2013

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

    By jkharvey, December 6, 2013
    • 4 replies
    • 3.4k views
    • 
    • Gadgetfreak
    • December 6, 2013

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

    By HarleyBabe, November 19, 2013
    • 0 replies
    • 2.9k views
    • 
    • HarleyBabe
    • November 19, 2013

29. Virtual Data Rooms

    By HarleyBabe, November 12, 2013
    • 0 replies
    • 1.8k views
    • 
    • HarleyBabe
    • November 12, 2013

30. Purchasing a block of business

    By HarleyBabe, October 29, 2013
    • 0 replies
    • 2k views
    • 
    • HarleyBabe
    • October 29, 2013

31. Virtual Office Solution - Opinions on Best Phone Systems

    By HarleyBabe, August 27, 2013
    • 5 replies
    • 2.8k views
    • 
    • Below Ground
    • September 10, 2013

32. 401k TPAs expanding into health plan compliance?

    By Flyboyjohn, June 20, 2013
    • 4 replies
    • 2.5k views
    • 
    • Bill Presson
    • August 15, 2013

33. Employee purchase of TPA Firm

    By LauraERPA, August 14, 2013   

    • Purchase TPA
    • 5 replies
    • 2.3k views
    • 
    • david rigby
    • August 15, 2013

34. SSAE 16

    By ombskid, July 18, 2013
    • 6 replies
    • 2.8k views
    • 
    • Bill Presson
    • July 21, 2013

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

    By Guest KristenE, June 27, 2013   

    • File transfer
    • secure file transfer
    • 3 replies
    • 2k views
    • 
    • Gadgetfreak
    • June 30, 2013

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

    By Flyboyjohn, May 20, 2013
    • 2 replies
    • 2.7k views
    • 
    • Effen
    • June 11, 2013

37. Professional accountability

    By TPApril, June 8, 2013   

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

38. Preparer information on Form 5500

    By Peter Gulia, December 10, 2012
    • 9 replies
    • 4k views
    • 
    • PainPA
    • April 26, 2013

39. tpa considered plan administrator

    By Guest isg2013, February 7, 2013
    • 13 replies
    • 7.1k views
    • 
    • Guest
    • March 28, 2013

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

    By Peter Gulia, January 17, 2013   

    • getting mailing efficiencies
    • 11 replies
    • 4.1k views
    • 
    • four01kman
    • February 6, 2013

41. FT William

    By Guest CWM, January 17, 2011
    • 22 replies
    • 10.4k views
    • 
    • rcline46
    • January 7, 2013

42. FT William

    By Belgarath, December 3, 2012
    • 3 replies
    • 3.1k views
    • 
    • IRA
    • December 3, 2012

43. Average Case Load per TPA

    By MarZDoates, November 28, 2012
    • 6 replies
    • 3.1k views
    • 
    • MarZDoates
    • November 28, 2012

44. Printing Companies

    By Gadgetfreak, November 12, 2012
    • 4 replies
    • 1.7k views
    • 
    • Gadgetfreak
    • November 14, 2012

45. 404(a)(5) Quarterly Fee Disclosures

    By Gadgetfreak, October 10, 2012
    • 0 replies
    • 1.8k views
    • 
    • Gadgetfreak
    • October 10, 2012

46. Accounting Software used in your firm

    By Guest Corrections Questions, August 15, 2012
    • 2 replies
    • 2.1k views
    • 
    • Spencer
    • August 30, 2012

47. Owner of TPA Firm on a hunt

    By Guest ICannotDiscloseMyIdentity, July 31, 2012
    • 3 replies
    • 2.5k views
    • 
    • PensionPro
    • July 31, 2012

48. Looking to purchase a TPA Practice

    By Guest ChristopherOneal, January 11, 2012
    • 5 replies
    • 2.9k views
    • 
    • Guest
    • July 16, 2012

49. Head Hunters

    By ERISA1, July 5, 2012
    • 5 replies
    • 3.4k views
    • 
    • Guest
    • July 10, 2012

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

    By HarleyBabe, June 27, 2012
    • 3 replies
    • 2.1k views
    • 
    • A Shot in the Dark
    • June 28, 2012