Operating a TPA or Consulting Firm

376 topics in this forum

1. Changing TPAs

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

2. What are TPA obligations to protect confidential information

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

3. Anyone succesfully make the jump from Broker/consultant to in house benefits job?

   By Guest davey4250, June 30, 2011
   • 1 reply
   • 1.6k views
   • 
   • ETA Consulting LLC
   • June 30, 2011

4. Diversified Retirement Corporation

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

5. TPA/Broker Combo

   By Guest toddez, May 13, 2011
   • 0 replies
   • 1.4k views
   • 
   • Guest
   • May 13, 2011

6. Daily Digest/Updates for tpa firm

   By TPApril, March 20, 2011
   • 0 replies
   • 1.6k views
   • 
   • TPApril
   • March 20, 2011

7. FT William

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

8. Must a Form 5500 preparer tell her client that the plan is tax-disqualified?

   By Peter Gulia, August 10, 2010
   • 15 replies
   • 4.2k views
   • 
   • Ron Snyder
   • September 27, 2010

9. TIN requirements

   By Guest christina@iepension, July 26, 2010
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • August 31, 2010

10. Beware you may lose a case to Hancock

    By thepensionmaven, June 17, 2010
    • 13 replies
    • 3.3k views
    • 
    • K2retire
    • September 17, 2010

11. RIA - Client References?

    By Guest davsun, May 20, 2010
    • 1 reply
    • 2.7k views
    • 
    • MSN
    • May 21, 2010

12. Fee analysis

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

13. Buying a TPA Firm

    By Guest CWM, March 8, 2010
    • 5 replies
    • 4.1k views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2011

14. Client Firm Bought

    By Below Ground, February 5, 2010
    • 4 replies
    • 2.4k views
    • 
    • Below Ground
    • February 8, 2010

15. 15 Participant plan allowign to inv. platforms. More work?

    By Jim Chad, February 5, 2010
    • 0 replies
    • 1.5k views
    • 
    • Jim Chad
    • February 5, 2010

16. Relius Administration Software

    By Guest tpa555, February 4, 2010
    • 1 reply
    • 2.3k views
    • 
    • Gadgetfreak
    • March 26, 2010

17. what are the integral TPA functions - or is it toally undefined?

    By Guest Happy Actuary, October 1, 2009
    • 5 replies
    • 2.4k views
    • 
    • K2retire
    • October 3, 2009

18. Transition of records

    By Doghouse, September 1, 2009
    • 7 replies
    • 3.5k views
    • 
    • Doghouse
    • October 13, 2009

19. DOL audit of TPA Firm ?

    By LauraERPA, August 27, 2009
    • 10 replies
    • 5.8k views
    • 
    • Monica Barnard
    • February 18, 2011

20. what is a range of prices for a TPA firm ?

    By Guest Happy Actuary, August 25, 2009
    • 5 replies
    • 2.7k views
    • 
    • Ron Snyder
    • September 1, 2009

21. "requirement" for engagement

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

22. Circular230

    By Monica Barnard, July 3, 2009
    • 1 reply
    • 1.9k views
    • 
    • Ron Snyder
    • July 8, 2009

23. Services Agreement / Amount of Advance Notice to Terminate

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

24. Problems with Distributions

    By Below Ground, February 19, 2009
    • 21 replies
    • 3.3k views
    • 
    • Below Ground
    • February 20, 2009

25. Financial Rep/Broker list

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

26. Relius VRU

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

27. Interested in buying a TPA

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

28. Consulting business in audit support

    By Guest Quacka, October 19, 2008
    • 5 replies
    • 3.9k views
    • 
    • IRA
    • November 30, 2010

29. Looking for Software

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

30. Secure Information Practices

    By SRP, August 12, 2008
    • 0 replies
    • 1.5k views
    • 
    • SRP
    • August 12, 2008

31. TPA Service Agreement

    By Medusa, August 5, 2008
    • 1 reply
    • 2.9k views
    • 
    • Ron Snyder
    • August 8, 2008

32. Reporting earnings and ER contributions to an ESPP

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

33. Breaking In To The Business

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

34. db contribution

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

35. New Comp Software

    By 401_4_ever, June 10, 2008
    • 1 reply
    • 2.3k views
    • 
    • Kimberly S
    • June 10, 2008

36. Client and Task Tracking Software

    By 12AX7, May 21, 2008
    • 6 replies
    • 5.6k views
    • 
    • Guest
    • September 4, 2011

37. Looking for Data

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

38. Organizing the paper copy of the EGTRRA document

    By Jim Chad, May 9, 2008
    • 2 replies
    • 1.7k views
    • 
    • GMK
    • May 12, 2008

39. employee management

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

40. Unauthorized Practice of Law

    By Guest Grumpy456, April 25, 2008
    • 24 replies
    • 10.8k views
    • 
    • Peter Gulia
    • May 28, 2008

41. tpa/client communication

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

42. Excel Social Security and Annuity Functions

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

43. 401(k) online recordkeeping system

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

44. TPA E&O and Billing software

    By Guest OneChek, September 9, 2007
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 9, 2007

45. Start-Up Consulting Firm Questions

    By Guest auditor415, August 27, 2007
    • 2 replies
    • 2.9k views
    • 
    • Larry M
    • September 4, 2007

46. Small TPA purchasing another smaller TPA

    By Guest ICannotDiscloseMyIdentity, August 6, 2007
    • 8 replies
    • 4.3k views
    • 
    • TPAacquistion101
    • October 17, 2011

47. TPA receiving fees from investment product

    By Guest TookThePlunge, August 3, 2007
    • 15 replies
    • 5.3k views
    • 
    • pmacduff
    • September 10, 2007

48. determing controlled group or affiliate service group status

    By Kimberly S, July 19, 2007
    • 18 replies
    • 3.8k views
    • 
    • Guest
    • July 21, 2007

49. Consultancy fees

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

50. Business Method Patents

    By J Simmons, June 13, 2007
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • June 14, 2007