Operating a TPA or Consulting Firm

377 topics in this forum

1. Relius Contractor

   By Doghouse, July 13, 2018
   • 4 replies
   • 1.4k views
   • 
   • Nic Pospiech
   • August 30, 2018

2. Cybersecurity Audit

   By Gilmore, August 26, 2021
   • 4 replies
   • 894 views
   • 
   • Gilmore
   • August 28, 2021

3. Do you help a small business count its tax credits for a startup retirement plan?

   By Peter Gulia, May 14, 2025
   • 4 replies
   • 742 views
   • 
   • ErnieG
   • May 15, 2025

4. 401k TPAs expanding into health plan compliance?

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

5. Marketing idea for small tpa

   By chuTzPA, November 2, 2016
   • 4 replies
   • 1.4k views
   • 
   • chuTzPA
   • November 3, 2016

6. Trust ID Number

   By Guest Thornton, November 5, 1998
   • 4 replies
   • 3.4k views
   • 
   • Guest
   • May 14, 1999

7. FT William DTS

   By RatherBeGolfing, August 14, 2019
   • 4 replies
   • 1.2k views
   • 
   • RatherBeGolfing
   • August 14, 2019

8. Client Firm Bought

   By Below Ground, February 5, 2010
   • 4 replies
   • 2.5k views
   • 
   • Below Ground
   • February 8, 2010

9. Best Education, Qualification, Conference?

   By matth100, July 10, 2016
   • 4 replies
   • 1.3k views
   • 
   • GMK
   • July 11, 2016

10. Benefits Administration Software

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

11. Consultancy fees

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

12. Reference Resources

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

13. Dishonesty Insurance

    By Guest D. Lawrence, May 22, 2003
    • 4 replies
    • 4.4k views
    • 
    • GBurns
    • May 23, 2003

14. Pension firms

    By Guest William L. MacDonald, September 8, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • September 14, 2002

15. Top Heavy contribution avoidance

    By Guest Mike Spickard, December 16, 2003
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • December 16, 2003

16. New TPA FIrm

    By HarleyBabe, December 13, 2011
    • 4 replies
    • 2.3k views
    • 
    • Effen
    • December 26, 2011

17. Printing Companies

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

18. Would a government shutdown delay implementing SECURE 2022?

    By Peter Gulia, July 24, 2023
    • 4 replies
    • 774 views
    • 
    • Peter Gulia
    • July 26, 2023

19. How many plans use balance-forward?

    By Peter Gulia, July 23, 2024
    • 4 replies
    • 1.4k views
    • 
    • jsample
    • July 23, 2024

20. News Letters.. subscriptions

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

21. TPA Signing Authority for Plan

    By DTH, May 2, 2007
    • 4 replies
    • 3.1k views
    • 
    • Guest
    • May 3, 2007

22. minor conflict of interest question

    By TPApril, September 30, 2021
    • 4 replies
    • 1k views
    • 
    • imchipbrown
    • October 1, 2021

23. 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

24. Referral Networks

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

25. Changing TPAs

    By Guest JMN, October 3, 2011
    • 4 replies
    • 1.7k views
    • 
    • Bill Presson
    • October 3, 2011

26. Target Clients

    By ERISAAPPLE, May 3, 2018
    • 4 replies
    • 1.1k views
    • 
    • ratherbereading
    • May 7, 2018

27. per partiicpant tpa charges

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

28. tpa/client communication

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

29. TPA Profit Margin

    By Guest LLHarlow, December 20, 2011
    • 4 replies
    • 5.9k views
    • 
    • rcline46
    • December 21, 2011

30. Which acts require a “manual” (rather than electronic) signature?

    By Peter Gulia, September 1, 2022   

    • electronic signature
    • 4 replies
    • 1.7k views
    • 
    • Peter Gulia
    • September 1, 2022

31. Managing Accounts Receivable

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

32. SAS 70 Audits

    By Guest MPITTS, August 1, 2003
    • 3 replies
    • 1.8k views
    • 
    • E as in ERISA
    • August 20, 2003

33. "Ethics" - Topic of a Presentation

    By Guest CJK, March 2, 2001
    • 3 replies
    • 2.1k views
    • 
    • rcline46
    • March 2, 2001

34. db contribution

    By Guest lip, June 13, 2008
    • 3 replies
    • 1.6k views
    • 
    • david rigby
    • June 13, 2008

35. Forms 5500, 945 and 1099-R Software Package

    By J Simmons, May 10, 2007
    • 3 replies
    • 3.9k views
    • 
    • thepensionmaven
    • July 30, 2009

36. Firm Organization - Separate roles for client communciation vs. administration or does the plan administrator do it all?

    By 401(k)athryn, October 24, 2018
    • 3 replies
    • 815 views
    • 
    • 401(k)athryn
    • October 29, 2018

37. Should I Purchase TPA/Record Keeper?

    By tedschumann, January 10, 2021
    • 3 replies
    • 1.4k views
    • 
    • RestAssured
    • March 26, 2021

38. FT William

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

39. File Storage

    By Guest bMc, September 16, 1998
    • 3 replies
    • 2.6k views
    • 
    • LCARUSI
    • September 29, 1998

40. Estimated Transfers

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

41. Tax Reform for TPA's

    By ERISAd and confused, February 13, 2018   

    • tax reform
    • professional services
    • 3 replies
    • 1.3k views
    • 
    • david rigby
    • February 14, 2018

42. research books and services

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

43. Trends in tpa marketing and guaranteeing our work

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

44. Quickbooks and Plans

    By Gadgetfreak, December 31, 2023
    • 3 replies
    • 963 views
    • 
    • Retired, but still reading
    • January 2, 2024

45. Financial Rep/Broker list

    By Guest tpa555, January 20, 2009
    • 3 replies
    • 2.4k views
    • 
    • Guest
    • March 10, 2011

46. Starting New TPA Practice

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

47. 360 Plan

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

48. Owner of TPA Firm on a hunt

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

49. semi paperless

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

50. 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