Operating a TPA or Consulting Firm

377 topics in this forum

1. FT William

   By Guest CWM, January 17, 2011
   • 22 replies
   • 8.9k views
   • 
   • rcline46
   • January 7, 2013

2. FT William DTS

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

3. General thoughts on Datair?

   By Mleech, February 19, 2025
   • 20 replies
   • 4.1k views
   • 
   • mbvs
   • May 9, 2025

4. Gross Revenue Per FTE?

   By Guest Thornton, May 13, 2005
   • 3 replies
   • 3.2k views
   • 
   • SoCalActuary
   • May 14, 2005

5. Group Medical Insurance for small TPA

   By Richard Anderson, July 25, 2002
   • 1 reply
   • 1.8k views
   • 
   • maverick
   • July 25, 2002

6. Growing pains - any suggestions?

   By MR, August 29, 2000
   • 0 replies
   • 2.1k views
   • 
   • MR
   • August 29, 2000

7. Growing practice seeking aquisition opportunities of other TPA's in the Northeast.

   By Guest jbennett28, September 9, 2004
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • September 9, 2004

8. Head Hunters

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

9. Hiring Experienced 401(k) Administrator in 2021

   By susieQ, May 20, 2021
   • 19 replies
   • 2k views
   • 
   • MoJo
   • June 11, 2021

10. Home TPA Consultant

    By Guest JackiB, December 27, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 27, 2002

11. How are other TPA's preparing for SECURE 2.0 changes coming in 2024?

    By R. Scott, August 9, 2023
    • 0 replies
    • 750 views
    • 
    • R. Scott
    • August 9, 2023

12. How can other professionals help an actuary?

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

13. How many actuaries provide retirement services that don’t require an actuary’s special skills?

    By Peter Gulia, April 1, 2024
    • 8 replies
    • 2.6k views
    • 
    • ugueth
    • April 4, 2024

14. How many disclosure items in a typical year?

    By Peter Gulia, June 11, 2020
    • 10 replies
    • 1.5k views
    • 
    • RatherBeGolfing
    • June 12, 2020

15. How many plans use balance-forward?

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

16. 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

17. How many years of emails are you saving?

    By austin3515, May 30, 2023
    • 14 replies
    • 1.9k views
    • 
    • RestAssured
    • November 3, 2023

18. How much demand is there for new and improved RK software?

    By SensibleUsername, June 5, 2025
    • 9 replies
    • 746 views
    • 
    • ESOP Guy
    • December 18, 2025

19. How much of your work involves a formal appearance before the IRS?

    By Peter Gulia, July 11, 2022
    • 11 replies
    • 1.4k views
    • 
    • Peter Gulia
    • February 23, 2023

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

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

21. I am considering selling my TPA practice.

    By Guest TPA Firm Seller 2019, September 2, 2019
    • 8 replies
    • 5.9k views
    • 
    • Catch22PGM
    • October 18, 2022

22. If our client steals the plan...

    By Dalai Pookah, October 23, 2019   

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

23. In Acquisition Mode

    By Steve A, May 30, 2019   

    • tpa owner
    • 0 replies
    • 601 views
    • 
    • Steve A
    • May 30, 2019

24. incentives for your employees?

    By MR, December 26, 2002
    • 20 replies
    • 4k views
    • 
    • Archimage
    • February 6, 2003

25. Interested in buying a TPA

    By Guest Grant Douglas, December 30, 2008
    • 2 replies
    • 2k views
    • 
    • Guest
    • January 5, 2009

26. Intrusive Investment Provider Forms

    By PensionPro, July 16, 2024
    • 1 reply
    • 1.2k views
    • 
    • justanotheradmin
    • July 17, 2024

27. IRS Audit limitation

    By Guest MPITTS, August 11, 2003
    • 8 replies
    • 4k views
    • 
    • Guest
    • August 12, 2003

28. IT Outsourcing Vendors

    By John314, August 11, 2022
    • 1 reply
    • 495 views
    • 
    • StephenD
    • August 12, 2022

29. Late Contributions ~ LOI from Sponsor to TPA

    By Guest HiKidsImASrPensionAdmin, June 1, 2006
    • 10 replies
    • 3k views
    • 
    • FormsRstillmylife
    • June 7, 2006

30. Leads

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

31. liability insurance

    By MJ Hartman, March 23, 2006
    • 11 replies
    • 5.4k views
    • 
    • Guest
    • September 10, 2007

32. Licensed TPA available for acquisition

    By TheTPAGuys, January 29, 2024
    • 0 replies
    • 1.1k views
    • 
    • TheTPAGuys
    • January 29, 2024

33. List of Programs

    By EJS_TPA, October 16, 2023
    • 1 reply
    • 802 views
    • 
    • RestAssured
    • November 3, 2023

34. LOOKING FOR 412(i) PLAN TPA FOR 1 PERSON PLAN

    By RayJJohnsonJr, October 10, 2019
    • 3 replies
    • 1k views
    • 
    • RayJJohnsonJr
    • April 7, 2020

35. Looking for a good newsletter service

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

36. Looking for a mentor

    By EJS_TPA, October 16, 2023
    • 2 replies
    • 1.1k views
    • 
    • ahasan
    • December 15, 2023

37. Looking for a TPA

    By ITCONSTRUCTS, June 16, 2020
    • 1 reply
    • 801 views
    • 
    • thepensionmaven
    • October 7, 2020

38. Looking For Actuary To Do Part-Time Remote Work

    By Connor, November 9, 2022
    • 3 replies
    • 1.4k views
    • 
    • Bill Presson
    • January 13, 2023

39. Looking for Data

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

40. Looking for feedback

    By stevena, April 18, 2005
    • 9 replies
    • 2.4k views
    • 
    • GBurns
    • April 19, 2005

41. Looking for Pension Firms

    By Guest mshenry, February 3, 2000
    • 2 replies
    • 3.1k views
    • 
    • thepensionmaven
    • February 15, 2000

42. Looking for Software

    By IRA, August 26, 2008
    • 2 replies
    • 1.7k views
    • 
    • GBurns
    • September 2, 2008

43. Looking to buy an established TPA

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

44. Looking to Buy DB Plan Servicing from Actuary

    By FSP, September 26, 2021
    • 1 reply
    • 853 views
    • 
    • bvhea
    • September 27, 2021

45. Looking to help a TPA with a transition plan

    By Gadgetfreak, June 27, 2024
    • 0 replies
    • 965 views
    • 
    • Gadgetfreak
    • June 27, 2024

46. Looking to purchase a TPA Practice

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

47. Making Connections... getting new business

    By K-t-F, May 10, 2004
    • 9 replies
    • 3.4k views
    • 
    • K-t-F
    • June 19, 2004

48. Managing Accounts Receivable

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

49. Market Salary of an entry level 401(k) administrator in the Boston area

    By Guest willwork4shoes, December 31, 2004
    • 11 replies
    • 5.5k views
    • 
    • stevena
    • January 6, 2005

50. Marketing

    By Guest pensiondoc, April 30, 1999
    • 15 replies
    • 4.2k views
    • 
    • Greg Judd
    • September 24, 2001