Operating a TPA or Consulting Firm

377 topics in this forum

1. More money for Paycheck Protection Program

   By Peter Gulia, April 21, 2020
   • 3 replies
   • 715 views
   • 
   • Diane Thompson
   • April 23, 2020

2. Average salary, plan count for administrators

   By davisbmsc1, March 4, 2019
   • 3 replies
   • 1.4k views
   • 
   • davisbmsc1
   • March 5, 2019

3. Purchasing a book of business

   By Guest amm19, July 1, 2004
   • 3 replies
   • 2.6k views
   • 
   • Guest
   • July 8, 2004

4. Selling my TPA firm

   By Minnesota planner, January 23, 2021
   • 3 replies
   • 1.7k views
   • 
   • DRP
   • April 30, 2021

5. No beneficiary designation

   By Guest dianej1, July 25, 2002
   • 3 replies
   • 2.7k views
   • 
   • E as in ERISA
   • July 25, 2002

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

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

7. employee management

   By Guest lip, May 2, 2008
   • 3 replies
   • 1.8k views
   • 
   • Guest
   • May 5, 2008

8. "requirement" for engagement

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

9. ERISA Outline Book Login page

   By austin3515, April 29, 2023
   • 3 replies
   • 1.1k views
   • 
   • austin3515
   • April 30, 2023

10. CPA for large firm search

    By TPApril, September 17, 2023
    • 3 replies
    • 791 views
    • 
    • Peter Gulia
    • September 18, 2023

11. Ethics Issue

    By thepensionmaven, January 24, 2025
    • 3 replies
    • 1.2k views
    • 
    • Peter Gulia
    • January 26, 2025

12. Gross Revenue Per FTE?

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

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

    By HarleyBabe, June 27, 2012
    • 3 replies
    • 1.6k views
    • 
    • A Shot in the Dark
    • June 28, 2012

14. TPA Firms For Sale

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

15. Would further requirements for electronic-funds-transfer affect employee-benefits practitioners?

    By Peter Gulia, April 1, 2025
    • 3 replies
    • 797 views
    • 
    • Paul I
    • April 1, 2025

16. Preparing IRS Form 5500

    By Guest jmarini, September 5, 2003
    • 3 replies
    • 3.9k views
    • 
    • JanetM
    • September 8, 2003

17. e-filing Form 945

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

18. Seeking new IT Provider

    By chuTzPA, November 22, 2025
    • 3 replies
    • 237 views
    • 
    • chuTzPA
    • November 26, 2025

19. Client property or TPA property

    By thepensionmaven, March 30, 2022
    • 3 replies
    • 951 views
    • 
    • Pam Shoup
    • March 31, 2022

20. Report Generator Software - paperless reporting

    By Danno805, June 21, 2022
    • 3 replies
    • 812 views
    • 
    • Danno805
    • June 30, 2022

21. Blustar

    By Gadgetfreak, October 6, 2025
    • 3 replies
    • 705 views
    • 
    • Effen
    • October 6, 2025

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

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

23. Deconversion Fee?

    By Guest m.n.ouellette, May 8, 2007
    • 3 replies
    • 4.7k views
    • 
    • maverick
    • May 8, 2007

24. Anyone doing contract administration work from home for a TPA?

    By Guest Regina Venegas, September 20, 2000
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • January 15, 2001

25. Services Agreement / Amount of Advance Notice to Terminate

    By BeanCounterBlues, May 12, 2009
    • 3 replies
    • 3.1k views
    • 
    • Peter Gulia
    • May 12, 2009

26. Document Sponsor

    By Guest tintree73, May 12, 2003
    • 2 replies
    • 1.7k views
    • 
    • Guest
    • May 12, 2003

27. Private labeling a TPA require further bonding?

    By Guest stingray, August 14, 2006
    • 2 replies
    • 2.5k views
    • 
    • Guest
    • August 15, 2006

28. Sal range for DC daily val acct admin

    By Guest SalHelp, August 5, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 6, 2002

29. Administration, Testing, 5500 Document Software Vendors

    By susieQ, January 11, 2023
    • 2 replies
    • 1.2k views
    • 
    • RatherBeGolfing
    • March 18, 2024

30. Fee analysis

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

31. 401(a)(4) testing

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

32. Focus Group for new entrepreneurial TPA's

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

33. Looking for a mentor

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

34. File cabinet software

    By Jim Chad, December 6, 2006
    • 2 replies
    • 3.1k views
    • 
    • Jim Chad
    • December 8, 2006

35. Best Admin Software for MEPs

    By Guest C.Meyers, August 24, 2016
    • 2 replies
    • 1.3k views
    • 
    • mbvs
    • August 26, 2016

36. Value of a TPA Firm

    By Below Ground, June 15, 2006
    • 2 replies
    • 2.8k views
    • 
    • Below Ground
    • June 15, 2006

37. Paid expert reference services for TPAs

    By Golgi, October 27, 2016
    • 2 replies
    • 1.1k views
    • 
    • AndyH
    • October 28, 2016

38. Fees

    By Guest pension doc, September 15, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • September 16, 1998

39. 401(k) Surveys

    By Guest Beth, September 16, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • October 6, 1998

40. Errors & Omissions insurance for TPA

    By R. Scott, December 26, 2023
    • 2 replies
    • 1k views
    • 
    • cathyw
    • December 28, 2023

41. Valuing an actuarial practice for sale

    By Guest ChopperPilot, April 7, 2005
    • 2 replies
    • 3k views
    • 
    • david rigby
    • April 7, 2005

42. Salary Survey

    By Guest Melody Moore, December 8, 1998
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • December 14, 1998

43. Replacing employees

    By stephen, January 7, 1999
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 21, 1999

44. TPA firms

    By Guest cascigm, January 28, 1999
    • 2 replies
    • 2.8k views
    • 
    • Greg Judd
    • January 29, 1999

45. accompanying life agents on a sales call

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

46. Looking for Pension Firms

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

47. Marketing Tools

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

48. 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
    • 3.6k views
    • 
    • gpacheco
    • July 7, 2016

49. Excel Social Security and Annuity Functions

    By JButtrick, January 30, 2008
    • 2 replies
    • 4.6k views
    • 
    • Guest
    • December 12, 2008

50. No more ASPPA yearbook

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