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Operating a TPA or Consulting Firm

376 topics in this forum

  1. Data retention of former clients

    By TPApril,
    • 2 replies
    • 1k views

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

    By Flyboyjohn,
    • 2 replies
    • 2.3k views

  3. Selling your book of business

    By TPA4SALE,
    • 2 replies
    • 1.6k views

  4. A little humor for a Friday

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

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

    By JenniferB,
    • 2 replies
    • 906 views

  6. Proposal Disclaimer

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

  7. RFP for financial advisor?

    By AlbanyConsultant,
    • 2 replies
    • 1.7k views

  8. Looking for Software

    By IRA,
    • 2 replies
    • 1.7k views

  9. SAS 70 and TPA Firms

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

  10. Accounting Software used in your firm

    By Guest Corrections Questions,
    • 2 replies
    • 1.8k views

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

    By John Smith,
    • 2 replies
    • 821 views

  12. 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
    • 549 views

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

    By Guest pensionadmin,
    • 2 replies
    • 3.3k views

  14. Reporting earnings and ER contributions to an ESPP

    By Guest Iwonder,
    • 2 replies
    • 2k views

  15. Cyber Security Audit

    By Gilmore,
    • 2 replies
    • 672 views

  16. SAS70 Substitute?

    By Guest YATPA,
    • 2 replies
    • 1.9k views

  17. Organizing the paper copy of the EGTRRA document

    By Jim Chad,
    • 2 replies
    • 1.7k views

  18. Secure data exchange website

    By chuTzPA,
    • 2 replies
    • 644 views

  19. Considering new TPA software

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

  20. Projection Software

    By Archimage,
    • 2 replies
    • 657 views

  21. Diversified Retirement Corporation

    By Guest Smokin,
    • 2 replies
    • 2.3k views

  22. Professional accountability

    By TPApril,   
    • 2 replies
    • 1.5k views

  23. RIA - Client References?

    By Guest davsun,
    • 1 reply
    • 2.7k views

  24. Raising fees and notifying clients ...

    By Spencer,
    • 1 reply
    • 2k views

  25. suing an employee

    By Guest sue1jeff,
    • 1 reply
    • 2.6k views

  26. Relius Administration Software for Sale

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

  27. Business Method Patents

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

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

    By Guest davey4250,
    • 1 reply
    • 1.6k views

  29. Extra Billing

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

  30. List of Programs

    By EJS_TPA,
    • 1 reply
    • 778 views

  31. Privacy Notice

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

  32. What are TPA obligations to protect confidential information

    By Guest Smokin,
    • 1 reply
    • 2k views

  33. Time Tracking Software

    By HollyD,   
    • 1 reply
    • 601 views

  34. TPA reports

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

  35. consulting agreement

    By Guest pensiondoc,
    • 1 reply
    • 2.5k views

  36. Due Diligence

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

  37. Acquiring or Starting TPA

    By ERISAgeek14,
    • 1 reply
    • 988 views

  38. Relius Administration Software

    By Guest tpa555,
    • 1 reply
    • 2.3k views

  39. Sarbanes-Oxley

    By Guest Lex,
    • 1 reply
    • 1.8k views

  40. What software does it all?

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

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

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

  42. "Compliance-only" engagements

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

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

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

  44. Datair Reporting

    By TPAGCNY,
    • 1 reply
    • 795 views

  45. Starting a TPA

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

  46. TPA Billing Software

    By austin3515,
    • 1 reply
    • 1k views

  47. Fee for takeover (buyout) of client list

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

  48. Personnel data and Identity Theft

    By mwyatt,
    • 1 reply
    • 2.7k views

  49. TIN requirements

    By Guest christina@iepension,
    • 1 reply
    • 1.7k views
    • Guest
    • Guest

  50. Fee survey/question

    By ESOP Guy,
    • 1 reply
    • 940 views
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