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Operating a TPA or Consulting Firm


376 topics in this forum

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  1. Proposal Disclaimer

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  2. Looking for Software

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  3. SAS 70 and TPA Firms

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  4. Accounting Software used in your firm

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

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  6. SAS70 Substitute?

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  7. Considering new TPA software

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  8. Projection Software

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  9. Diversified Retirement Corporation

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  10. RIA - Client References?

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  11. suing an employee

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  12. Relius Administration Software for Sale

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  13. Extra Billing

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  14. List of Programs

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  15. Privacy Notice

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  16. Time Tracking Software

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  17. TPA reports

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  18. consulting agreement

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  19. Due Diligence

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  20. Relius Administration Software

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  21. Sarbanes-Oxley

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  22. What software does it all?

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  23. "Compliance-only" engagements

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  24. Datair Reporting

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  25. Starting a TPA

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  26. TPA Billing Software

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  27. Fee for takeover (buyout) of client list

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  28. TIN requirements

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  29. Fee survey/question

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