Operating a TPA or Consulting Firm

376 topics in this forum

1. Marketing

   By EJS_TPA, April 26, 2024
   • 0 replies
   • 679 views
   • 
   • EJS_TPA
   • April 26, 2024

2. Marketing idea for small tpa

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

3. Marketing Tools

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

4. May a plan’s administrator override the § 3(16) service provider?

   By Peter Gulia, September 24, 2020   

   • 3(16); discretion
   • 10 replies
   • 1.1k views
   • 
   • Peter Gulia
   • September 25, 2020

5. May an employer claim the CARES employee-retention credit if the only expenses are for not-working employees’ health coverage?

   By Peter Gulia, May 5, 2020   

   • cares act; professional conduct
   • 2 replies
   • 550 views
   • 
   • Larry Starr
   • May 5, 2020

6. minor conflict of interest question

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

7. More money for Paycheck Protection Program

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

8. Moving from Accrual to Cash Basis for 5500 and other year-end reporting

   By M.B.S., QKC, QKA, January 27, 2023
   • 0 replies
   • 678 views
   • 
   • M.B.S., QKC, QKA
   • January 27, 2023

9. 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

10. Need help designing a client-level annual report.

    By Guest RetirementGeek, April 11, 2005
    • 1 reply
    • 1.7k views
    • 
    • Archimage
    • April 12, 2005

11. New Comp Software

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

12. New TPA FIrm

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

13. News Letters.. subscriptions

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

14. No beneficiary designation

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

15. No more ASPPA yearbook

    By movedon, April 14, 2014
    • 2 replies
    • 1.3k views
    • 
    • PensionPro
    • April 14, 2014

16. obtaining data from previous provider

    By Guest pensiondoc, December 2, 1998
    • 9 replies
    • 2.9k views
    • 
    • thepensionmaven
    • January 26

17. Onboarding Software for Recordkeepers

    By Gadgetfreak, November 6, 2023
    • 0 replies
    • 732 views
    • 
    • Gadgetfreak
    • November 6, 2023

18. One Person Office

    By Susan S., June 12, 2013
    • 11 replies
    • 2.8k views
    • 
    • chuTzPA
    • March 10, 2016

19. Online Personality Tests

    By Gadgetfreak, February 6, 2017   

    • hiring
    • 9 replies
    • 1.7k views
    • 
    • Tom Poje
    • February 22, 2017

20. Operational Checklists

    By Guest Cindy, September 29, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 29, 1998

21. Org Structure

    By Pensions2020, July 6, 2020
    • 5 replies
    • 1.3k views
    • 
    • Pensions2020
    • July 8, 2020

22. Organizing the paper copy of the EGTRRA document

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

23. Owner of TPA Firm on a hunt

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

24. Paid expert reference services for TPAs

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

25. Paperless

    By austin3515, February 3, 2017
    • 9 replies
    • 990 views
    • 
    • austin3515
    • February 7, 2017

26. Paperless

    By austin3515, January 18, 2015
    • 30 replies
    • 6.2k views
    • 
    • My 2 cents
    • May 27, 2015

27. Paperless / PDF Software

    By austin3515, September 30, 2020
    • 19 replies
    • 2.1k views
    • 
    • Ryan Bartlett
    • June 6

28. Paperless Office Solutions

    By CLE401kGuy, February 28, 2012
    • 8 replies
    • 4.5k views
    • 
    • CLE401kGuy
    • December 1, 2015

29. Participant Statement Vendor

    By whitboston, November 15, 2005
    • 1 reply
    • 2.6k views
    • 
    • AndyH
    • November 16, 2005

30. Partnering with TPAs

    By RGAdvisor, September 13, 2022
    • 4 replies
    • 951 views
    • 
    • Luke Bailey
    • September 14, 2022

31. Payments Directly by TPA (not a trustee) to Participant in 401(k) Plan

    By Guest Libby, March 15, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 16, 2002

32. Pension firms

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

33. 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

34. per partiicpant tpa charges

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

35. Personnel data and Identity Theft

    By mwyatt, April 11, 2000
    • 1 reply
    • 2.7k views
    • 
    • Lorraine Dorsa
    • April 14, 2000

36. Plan Management Software

    By Guest asire2006, December 29, 2005
    • 6 replies
    • 3.4k views
    • 
    • Guest
    • February 2, 2006

37. Plan Proposal programs

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

38. Plan's right upon termination of TPA

    By chuTzPA, March 2, 2020
    • 5 replies
    • 1.9k views
    • 
    • Pam Shoup
    • March 3, 2020

39. PLANS FOR SALE

    By MidSouthTPA, April 17, 2018
    • 6 replies
    • 1.8k views
    • 
    • SM
    • July 10, 2018

40. PPP Validation?

    By AmyETPA, April 29, 2020
    • 13 replies
    • 1.4k views
    • 
    • Catch22PGM
    • May 7, 2020

41. Preparer information on Form 5500

    By Peter Gulia, December 10, 2012
    • 9 replies
    • 3.3k views
    • 
    • PainPA
    • April 26, 2013

42. Preparing IRS Form 5500

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

43. Printing Companies

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

44. Prior TPA Not Cooperating

    By pjbaer, March 3, 2017   

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

45. Privacy Notice

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

46. Private labeling a TPA require further bonding?

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

47. Problems with Distributions

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

48. Professional accountability

    By TPApril, June 8, 2013   

    • 5500 preparers & actuaries
    • 2 replies
    • 1.5k views
    • 
    • david rigby
    • June 11, 2013

49. Profitability Calculator

    By Fredman, May 21, 2002
    • 5 replies
    • 2.8k views
    • 
    • Ron Snyder
    • May 23, 2002

50. Projection Software

    By Archimage, October 6, 2021
    • 2 replies
    • 657 views
    • 
    • Archimage
    • October 6, 2021