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Operating a TPA or Consulting Firm

377 topics in this forum

  1. Start-Up Consulting Firm Questions

    By Guest auditor415,
    • 2 replies
    • 2.9k views

  2. Interested in buying a TPA

    By Guest Grant Douglas,
    • 2 replies
    • 2.1k views
    • Guest
    • Guest

  3. Data retention of former clients

    By TPApril,
    • 2 replies
    • 1.1k views

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

    By Flyboyjohn,
    • 2 replies
    • 2.3k views

  5. Selling your book of business

    By TPA4SALE,
    • 2 replies
    • 1.6k views

  6. A little humor for a Friday

    By stevena,
    • 2 replies
    • 2k views
    • FJR
    • FJR

  7. Any TPA Consultation Firms that help get you going?

    By JenniferB,
    • 2 replies
    • 977 views

  8. Proposal Disclaimer

    By Guest pensionslave,
    • 2 replies
    • 3.7k views
    • Guest
    • Guest

  9. RFP for financial advisor?

    By AlbanyConsultant,
    • 2 replies
    • 1.8k views

  10. Looking for Software

    By IRA,
    • 2 replies
    • 1.7k views

  11. SAS 70 and TPA Firms

    By Guest Grumpy456,
    • 2 replies
    • 3.4k views
    • Guest
    • Guest

  12. Accounting Software used in your firm

    By Guest Corrections Questions,
    • 2 replies
    • 1.9k views

  13. Seeking Insights on Project Tracking Software (PensionPro vs PensionPal)

    By John Smith,
    • 2 replies
    • 1.3k views

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

    By Peter Gulia,   
    • 2 replies
    • 603 views

  15. Are qualified plans exempt from paying state sales tax?

    By Guest pensionadmin,
    • 2 replies
    • 3.3k views

  16. Reporting earnings and ER contributions to an ESPP

    By Guest Iwonder,
    • 2 replies
    • 2k views

  17. Cyber Security Audit

    By Gilmore,
    • 2 replies
    • 712 views

  18. SAS70 Substitute?

    By Guest YATPA,
    • 2 replies
    • 1.9k views

  19. Organizing the paper copy of the EGTRRA document

    By Jim Chad,
    • 2 replies
    • 1.7k views

  20. Secure data exchange website

    By chuTzPA,
    • 2 replies
    • 694 views

  21. Considering new TPA software

    By Guest Doug Johnston,
    • 2 replies
    • 3.3k views

  22. Projection Software

    By Archimage,
    • 2 replies
    • 700 views

  23. Diversified Retirement Corporation

    By Guest Smokin,
    • 2 replies
    • 2.3k views

  24. Professional accountability

    By TPApril,   
    • 2 replies
    • 1.5k views

  25. RIA - Client References?

    By Guest davsun,
    • 1 reply
    • 2.7k views

  26. Raising fees and notifying clients ...

    By Spencer,
    • 1 reply
    • 2.1k views

  27. suing an employee

    By Guest sue1jeff,
    • 1 reply
    • 2.7k views

  28. Relius Administration Software for Sale

    By Guest willima10,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  29. Business Method Patents

    By J Simmons,
    • 1 reply
    • 1.8k views
    • Guest
    • Guest

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

    By Guest davey4250,
    • 1 reply
    • 1.6k views

  31. Extra Billing

    By Guest ronalds,
    • 1 reply
    • 2k views
    • Guest
    • Guest

  32. List of Programs

    By EJS_TPA,
    • 1 reply
    • 823 views

  33. Privacy Notice

    By Ervin Barham,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  34. What are TPA obligations to protect confidential information

    By Guest Smokin,
    • 1 reply
    • 2k views

  35. Time Tracking Software

    By HollyD,   
    • 1 reply
    • 639 views

  36. TPA reports

    By Guest bMc,
    • 1 reply
    • 2.9k views
    • Guest
    • Guest

  37. consulting agreement

    By Guest pensiondoc,
    • 1 reply
    • 2.5k views

  38. Due Diligence

    By Guest Thornton,
    • 1 reply
    • 2.6k views
    • Guest
    • Guest

  39. Acquiring or Starting TPA

    By ERISAgeek14,
    • 1 reply
    • 1k views

  40. Relius Administration Software

    By Guest tpa555,
    • 1 reply
    • 2.3k views

  41. Sarbanes-Oxley

    By Guest Lex,
    • 1 reply
    • 1.8k views

  42. What software does it all?

    By Guest Eric Parmenter,
    • 1 reply
    • 2.3k views

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

    By Guest SPollock,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  44. "Compliance-only" engagements

    By Guest Doug Johnston,
    • 1 reply
    • 2.2k views

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

    By Guest L Speedy,
    • 1 reply
    • 2.1k views

  46. Datair Reporting

    By TPAGCNY,
    • 1 reply
    • 871 views

  47. Starting a TPA

    By Guest Frank Pearce,
    • 1 reply
    • 2.7k views

  48. TPA Billing Software

    By austin3515,
    • 1 reply
    • 1.1k views

  49. Fee for takeover (buyout) of client list

    By Guest David Dye,
    • 1 reply
    • 2.1k views
    • Guest
    • Guest

  50. Personnel data and Identity Theft

    By mwyatt,
    • 1 reply
    • 2.7k views
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