Operating a TPA or Consulting Firm

377 topics in this forum

1. Referral Networks

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

2. receiving secure emails w/census info

   By TPAnnie, November 1, 2011
   • 7 replies
   • 2.3k views
   • 
   • frizzyguy
   • November 17, 2011

3. New TPA FIrm

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

4. What software does it all?

   By Guest Eric Parmenter, May 15, 1999
   • 1 reply
   • 2.3k views
   • 
   • Lorraine Dorsa
   • May 20, 1999

5. 401(a)(4) testing

   By Ervin Barham, August 1, 2001
   • 2 replies
   • 2.3k views
   • 
   • Ervin Barham
   • August 2, 2001

6. ERISA Outline Book Alternatives

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

7. firing/hiring

   By Guest Smitty848, December 8, 2004
   • 8 replies
   • 2.3k views
   • 
   • SoCalActuary
   • December 17, 2004

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

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

9. E&0, should I or shouldn't I?

   By Guest Don J. Smith, December 28, 2000
   • 5 replies
   • 2.3k views
   • 
   • Bill Berke
   • January 17, 2001

10. Diversified Retirement Corporation

    By Guest Smokin, May 18, 2011
    • 2 replies
    • 2.3k views
    • 
    • rcline46
    • May 18, 2011

11. Refusing to submit your client’s Form 5500 report

    By Peter Gulia, August 28, 2018   

    • form 5500; efast2
    • 9 replies
    • 2.3k views
    • 
    • david rigby
    • August 30, 2018

12. "requirement" for engagement

    By thepensionmaven, July 30, 2009
    • 3 replies
    • 2.3k views
    • 
    • J Simmons
    • July 30, 2009

13. Fee analysis

    By SheilaD, April 26, 2010
    • 2 replies
    • 2.2k views
    • 
    • SheilaD
    • April 28, 2010

14. "Compliance-only" engagements

    By Guest Doug Johnston, August 24, 1999
    • 1 reply
    • 2.2k views
    • 
    • Larry M
    • August 24, 1999

15. Pension firms

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

16. accompanying life agents on a sales call

    By thepensionmaven, October 28, 1999
    • 2 replies
    • 2.2k views
    • 
    • actuarysmith
    • September 18, 2001

17. Prior TPA Not Cooperating

    By pjbaer, March 3, 2017   

    • tpa professionalism
    • 7 replies
    • 2.2k views
    • 
    • MoJo
    • March 6, 2017

18. SSAE 16

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

19. Paperless / PDF Software

    By austin3515, September 30, 2020
    • 19 replies
    • 2.2k views
    • 
    • Ryan Bartlett
    • June 6, 2025

20. Looking for a good newsletter service

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

21. 401(k) online recordkeeping system

    By Guest Lyn, November 29, 2007
    • 1 reply
    • 2.2k views
    • 
    • Peter Gulia
    • November 29, 2007

22. TPA Firms For Sale

    By Lifer, June 16, 2017
    • 3 replies
    • 2.2k views
    • 
    • D.W. Gillman
    • June 6, 2019

23. Breaking In To The Business

    By Guest mikeboard, June 17, 2008
    • 4 replies
    • 2.2k views
    • 
    • ak2ary
    • June 20, 2008

24. Engagement Tracking / Database Application

    By Guest YATPA, October 6, 2006
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 6, 2006

25. Document storage statutory requirements

    By Guest GuyHocker, August 26, 1999
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 26, 1999

26. billable hours goals

    By Guest David M. Lipkin, July 16, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 16, 2002

27. 2003 Post-EGTRRA Amendments

    By Guest DIGMYDOG, July 24, 2003
    • 1 reply
    • 2.1k views
    • 
    • ljr
    • July 25, 2003

28. Fee for takeover (buyout) of client list

    By Guest David Dye, March 14, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 15, 2000

29. "Ethics" - Topic of a Presentation

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

30. Retirement Plan Newsletters to send referral sources (CPAs mainly)

    By Guest SPollock, July 6, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • July 6, 1999

31. Owner of TPA Firm on a hunt

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

32. E&O Insurance

    By Guest halencourt, January 22, 2003
    • 1 reply
    • 2.1k views
    • 
    • Lynn Campbell
    • January 23, 2003

33. Relius Administration Software for Sale

    By Guest willima10, May 24, 2005
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 24, 2005

34. Responsibility for compliance services to bankrupt clients and their p

    By Guest L Speedy, April 20, 2001
    • 1 reply
    • 2.1k views
    • 
    • BeckyMiller
    • April 21, 2001

35. Self-audit services/training services

    By Dawn Hafner, May 4, 2000
    • 0 replies
    • 2.1k views
    • 
    • Dawn Hafner
    • May 4, 2000

36. TPA administration firm

    By Antonb1985, May 31, 2017
    • 14 replies
    • 2.1k views
    • 
    • HBinMA
    • May 31, 2017

37. TPA Compensation.

    By Guest Thornton, August 11, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 11, 2001

38. Privacy Notice

    By Ervin Barham, June 25, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • June 25, 2001

39. Raising fees and notifying clients ...

    By Spencer, July 16, 2002
    • 1 reply
    • 2.1k views
    • 
    • Fredman
    • July 16, 2002

40. Growing pains - any suggestions?

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

41. Interested in buying a TPA

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

42. Plan Proposal programs

    By Guest pineapple, August 8, 2001
    • 1 reply
    • 2k views
    • 
    • Guest
    • August 14, 2001

43. Hiring Experienced 401(k) Administrator in 2021

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

44. eCornell Human Resources Mgmt Cert

    By KateSmithPA, September 5, 2002
    • 1 reply
    • 2k views
    • 
    • Guest
    • October 1, 2002

45. 401k TPAs expanding into health plan compliance?

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

46. TPA/Recordkeeper Staffing Structures

    By Gadgetfreak, October 12, 2023
    • 12 replies
    • 2k views
    • 
    • Paul I
    • October 13, 2023

47. Extra Billing

    By Guest ronalds, September 24, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 25, 2000

48. Reporting earnings and ER contributions to an ESPP

    By Guest Iwonder, August 1, 2008
    • 2 replies
    • 2k views
    • 
    • WDIK
    • August 1, 2008

49. Relius VRU

    By Guest tpa555, January 7, 2009
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 8, 2009

50. What are TPA obligations to protect confidential information

    By Guest Smokin, August 11, 2011
    • 1 reply
    • 2k views
    • 
    • david rigby
    • August 11, 2011