Operating a TPA or Consulting Firm

384 topics in this forum

1. Unauthorized Practice of Law

   By Guest Grumpy456, April 25, 2008
   • 24 replies
   • 13.5k views
   • 
   • Peter Gulia
   • May 28, 2008

2. Organizing the paper copy of the EGTRRA document

   By Jim Chad, May 9, 2008
   • 2 replies
   • 1.9k views
   • 
   • GMK
   • May 12, 2008

3. employee management

   By Guest lip, May 2, 2008
   • 3 replies
   • 2.1k views
   • 
   • Guest
   • May 5, 2008

4. tpa/client communication

   By Guest lip, April 11, 2008
   • 4 replies
   • 2.8k views
   • 
   • Guest
   • April 15, 2008

5. 401(k) online recordkeeping system

   By Guest Lyn, November 29, 2007
   • 1 reply
   • 2.4k views
   • 
   • Peter Gulia
   • November 29, 2007

6. TPA receiving fees from investment product

   By Guest TookThePlunge, August 3, 2007
   • 15 replies
   • 5.7k views
   • 
   • pmacduff
   • September 10, 2007

7. liability insurance

   By MJ Hartman, March 23, 2006
   • 11 replies
   • 5.9k views
   • 
   • Guest
   • September 10, 2007

8. TPA E&O and Billing software

   By Guest OneChek, September 9, 2007
   • 0 replies
   • 2.6k views
   • 
   • Guest
   • September 9, 2007

9. Start-Up Consulting Firm Questions

   By Guest auditor415, August 27, 2007
   • 2 replies
   • 3.1k views
   • 
   • Larry M
   • September 4, 2007

10. determing controlled group or affiliate service group status

    By Kimberly S, July 19, 2007
    • 18 replies
    • 4.2k views
    • 
    • Guest
    • July 21, 2007

11. Consultancy fees

    By Guest RetirementConsultant, June 22, 2007
    • 4 replies
    • 3.2k views
    • 
    • AndyH
    • June 28, 2007

12. Thinking about opening a firm

    By Guest In_Over_My_Head, June 6, 2007
    • 7 replies
    • 3.2k views
    • 
    • John Feldt ERPA CPC QPA
    • June 14, 2007

13. Business Method Patents

    By J Simmons, June 13, 2007
    • 1 reply
    • 2k views
    • 
    • Guest
    • June 14, 2007

14. Deconversion Fee?

    By Guest m.n.ouellette, May 8, 2007
    • 3 replies
    • 5.2k views
    • 
    • maverick
    • May 8, 2007

15. TPA Signing Authority for Plan

    By DTH, May 2, 2007
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • May 3, 2007

16. Business Valuation Firm experienced w/TPA practices

    By Guest Gatekeeper, January 11, 2007
    • 1 reply
    • 2.8k views
    • 
    • Jim Chad
    • January 19, 2007

17. Reference Resources

    By SMB, January 15, 2007
    • 4 replies
    • 3.1k views
    • 
    • Belgarath
    • January 17, 2007

18. Does anyone know of a company, law firm, etc. that provides the servic

    By Guest Kim Guynan, November 3, 1999
    • 7 replies
    • 6.5k views
    • 
    • Guest
    • December 22, 2006

19. semi paperless

    By Jim Chad, December 11, 2006
    • 3 replies
    • 2.8k views
    • 
    • Fredman
    • December 15, 2006

20. File cabinet software

    By Jim Chad, December 6, 2006
    • 2 replies
    • 3.3k views
    • 
    • Jim Chad
    • December 8, 2006

21. SAS 70 and TPA Firms

    By Guest Grumpy456, November 17, 2006
    • 2 replies
    • 3.5k views
    • 
    • Guest
    • November 20, 2006

22. Engagement Tracking / Database Application

    By Guest YATPA, October 6, 2006
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • October 6, 2006

23. News Letters.. subscriptions

    By Basically, September 8, 2006
    • 4 replies
    • 2.8k views
    • 
    • stephen
    • September 8, 2006

24. Client fails to pay bills

    By Guest Sparky, June 20, 2003
    • 14 replies
    • 5.3k views
    • 
    • Locust
    • August 25, 2006

25. Private labeling a TPA require further bonding?

    By Guest stingray, August 14, 2006
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • August 15, 2006

26. Value of a TPA Firm

    By Below Ground, June 15, 2006
    • 2 replies
    • 3k views
    • 
    • Below Ground
    • June 15, 2006

27. Late Contributions ~ LOI from Sponsor to TPA

    By Guest HiKidsImASrPensionAdmin, June 1, 2006
    • 10 replies
    • 3.3k views
    • 
    • FormsRstillmylife
    • June 7, 2006

28. Estimated Transfers

    By Guest Thornton, May 12, 2006
    • 3 replies
    • 2.6k views
    • 
    • wsp
    • May 12, 2006

29. Proposal Disclaimer

    By Guest pensionslave, April 21, 2006
    • 2 replies
    • 3.9k views
    • 
    • Guest
    • April 26, 2006

30. Looking to buy an established TPA

    By Guest gillie, March 4, 2006
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 4, 2006

31. Purchasing TPA Firms

    By Guest Thornton, February 2, 2006
    • 7 replies
    • 4.7k views
    • 
    • Guest
    • February 4, 2006

32. Plan Management Software

    By Guest asire2006, December 29, 2005
    • 6 replies
    • 3.6k views
    • 
    • Guest
    • February 2, 2006

33. 11 Clients You Need to Fire Right Now

    By Dave Baker, December 16, 2005
    • 1 reply
    • 2.6k views
    • 
    • R. Butler
    • December 16, 2005

34. Participant Statement Vendor

    By whitboston, November 15, 2005
    • 1 reply
    • 2.8k views
    • 
    • AndyH
    • November 16, 2005

35. Best Subscription Service?

    By Guest sjb, November 6, 2003
    • 34 replies
    • 11.1k views
    • 
    • Appleby
    • September 6, 2005

36. Electronic Copies of Brokerage Statements

    By Guest Pensions in Paradise, August 3, 2005
    • 7 replies
    • 3.8k views
    • 
    • SoCalActuary
    • August 18, 2005

37. Relius Administration Software for Sale

    By Guest willima10, May 24, 2005
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • May 24, 2005

38. Considering new TPA software

    By Guest Doug Johnston, May 19, 2005
    • 2 replies
    • 3.5k views
    • 
    • SoCalActuary
    • May 20, 2005

39. Gross Revenue Per FTE?

    By Guest Thornton, May 13, 2005
    • 3 replies
    • 3.7k views
    • 
    • SoCalActuary
    • May 14, 2005

40. Looking for feedback

    By stevena, April 18, 2005
    • 9 replies
    • 2.7k views
    • 
    • GBurns
    • April 19, 2005

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

    By Guest RetirementGeek, April 11, 2005
    • 1 reply
    • 1.8k views
    • 
    • Archimage
    • April 12, 2005

42. Valuing an actuarial practice for sale

    By Guest ChopperPilot, April 7, 2005
    • 2 replies
    • 3.3k views
    • 
    • david rigby
    • April 7, 2005

43. Anyone know of an "industry specific" contact management program?

    By Guest crgravitt, February 14, 2005
    • 7 replies
    • 2.7k views
    • 
    • mwyatt
    • March 2, 2005

44. Requesting input...

    By stevena, January 3, 2005
    • 31 replies
    • 6.8k views
    • 
    • stevena
    • February 10, 2005

45. A little humor for a Friday

    By stevena, January 21, 2005
    • 2 replies
    • 2.1k views
    • 
    • FJR
    • February 6, 2005

46. Valuation Software

    By Guest erepper, January 19, 2005
    • 20 replies
    • 3.6k views
    • 
    • Effen
    • January 25, 2005

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

    By Guest willwork4shoes, December 31, 2004
    • 11 replies
    • 5.9k views
    • 
    • stevena
    • January 6, 2005

48. firing/hiring

    By Guest Smitty848, December 8, 2004
    • 8 replies
    • 2.6k views
    • 
    • SoCalActuary
    • December 17, 2004

49. How many questions do you answer for a new client for free?

    By Basically, November 9, 2004
    • 5 replies
    • 2.9k views
    • 
    • GBurns
    • November 10, 2004

50. suing an employee

    By Guest sue1jeff, October 11, 2004
    • 1 reply
    • 2.9k views
    • 
    • Fredman
    • October 12, 2004