Operating a TPA or Consulting Firm

376 topics in this forum

1. Thinking about opening a firm

   By Guest In_Over_My_Head, June 6, 2007
   • 7 replies
   • 2.9k views
   • 
   • John Feldt ERPA CPC QPA
   • June 14, 2007

2. Forms 5500, 945 and 1099-R Software Package

   By J Simmons, May 10, 2007
   • 3 replies
   • 3.9k views
   • 
   • thepensionmaven
   • July 30, 2009

3. Deconversion Fee?

   By Guest m.n.ouellette, May 8, 2007
   • 3 replies
   • 4.7k views
   • 
   • maverick
   • May 8, 2007

4. TPA Signing Authority for Plan

   By DTH, May 2, 2007
   • 4 replies
   • 3.1k views
   • 
   • Guest
   • May 3, 2007

5. Reference Resources

   By SMB, January 15, 2007
   • 4 replies
   • 2.9k views
   • 
   • Belgarath
   • January 17, 2007

6. Business Valuation Firm experienced w/TPA practices

   By Guest Gatekeeper, January 11, 2007
   • 1 reply
   • 2.6k views
   • 
   • Jim Chad
   • January 19, 2007

7. semi paperless

   By Jim Chad, December 11, 2006
   • 3 replies
   • 2.6k views
   • 
   • Fredman
   • December 15, 2006

8. File cabinet software

   By Jim Chad, December 6, 2006
   • 2 replies
   • 3.1k views
   • 
   • Jim Chad
   • December 8, 2006

9. SAS 70 and TPA Firms

   By Guest Grumpy456, November 17, 2006
   • 2 replies
   • 3.4k views
   • 
   • Guest
   • November 20, 2006

10. Engagement Tracking / Database Application

    By Guest YATPA, October 6, 2006
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • October 6, 2006

11. News Letters.. subscriptions

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

12. Private labeling a TPA require further bonding?

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

13. Value of a TPA Firm

    By Below Ground, June 15, 2006
    • 2 replies
    • 2.8k views
    • 
    • Below Ground
    • June 15, 2006

14. Late Contributions ~ LOI from Sponsor to TPA

    By Guest HiKidsImASrPensionAdmin, June 1, 2006
    • 10 replies
    • 3k views
    • 
    • FormsRstillmylife
    • June 7, 2006

15. Estimated Transfers

    By Guest Thornton, May 12, 2006
    • 3 replies
    • 2.4k views
    • 
    • wsp
    • May 12, 2006

16. Proposal Disclaimer

    By Guest pensionslave, April 21, 2006
    • 2 replies
    • 3.7k views
    • 
    • Guest
    • April 26, 2006

17. liability insurance

    By MJ Hartman, March 23, 2006
    • 11 replies
    • 5.4k views
    • 
    • Guest
    • September 10, 2007

18. Looking to buy an established TPA

    By Guest gillie, March 4, 2006
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • March 4, 2006

19. Purchasing TPA Firms

    By Guest Thornton, February 2, 2006
    • 7 replies
    • 4.4k views
    • 
    • Guest
    • February 4, 2006

20. Plan Management Software

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

21. 11 Clients You Need to Fire Right Now

    By Dave Baker, December 16, 2005
    • 1 reply
    • 2.5k views
    • 
    • R. Butler
    • December 16, 2005

22. Participant Statement Vendor

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

23. Electronic Copies of Brokerage Statements

    By Guest Pensions in Paradise, August 3, 2005
    • 7 replies
    • 2.9k views
    • 
    • SoCalActuary
    • August 18, 2005

24. Benefits Administration Software

    By Theresa Lynn, July 28, 2005
    • 4 replies
    • 2.9k views
    • 
    • Gadgetfreak
    • August 4, 2009

25. Relius Administration Software for Sale

    By Guest willima10, May 24, 2005
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • May 24, 2005

26. Considering new TPA software

    By Guest Doug Johnston, May 19, 2005
    • 2 replies
    • 3.3k views
    • 
    • SoCalActuary
    • May 20, 2005

27. Gross Revenue Per FTE?

    By Guest Thornton, May 13, 2005
    • 3 replies
    • 3.2k views
    • 
    • SoCalActuary
    • May 14, 2005

28. Looking for feedback

    By stevena, April 18, 2005
    • 9 replies
    • 2.3k views
    • 
    • GBurns
    • April 19, 2005

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

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

30. Valuing an actuarial practice for sale

    By Guest ChopperPilot, April 7, 2005
    • 2 replies
    • 2.9k views
    • 
    • david rigby
    • April 7, 2005

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

    By Guest crgravitt, February 14, 2005
    • 7 replies
    • 2.5k views
    • 
    • mwyatt
    • March 2, 2005

32. A little humor for a Friday

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

33. Valuation Software

    By Guest erepper, January 19, 2005
    • 20 replies
    • 3.1k views
    • 
    • Effen
    • January 25, 2005

34. Requesting input...

    By stevena, January 3, 2005
    • 31 replies
    • 6.1k views
    • 
    • stevena
    • February 10, 2005

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

    By Guest willwork4shoes, December 31, 2004
    • 11 replies
    • 5.5k views
    • 
    • stevena
    • January 6, 2005

36. firing/hiring

    By Guest Smitty848, December 8, 2004
    • 8 replies
    • 2.3k views
    • 
    • SoCalActuary
    • December 17, 2004

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

    By K-t-F, November 9, 2004
    • 5 replies
    • 2.6k views
    • 
    • GBurns
    • November 10, 2004

38. suing an employee

    By Guest sue1jeff, October 11, 2004
    • 1 reply
    • 2.6k views
    • 
    • Fredman
    • October 12, 2004

39. Are you happy with the client manager software you use?

    By stephen, October 5, 2004
    • 1 reply
    • 1.6k views
    • 
    • Ron Snyder
    • October 8, 2004

40. Growing practice seeking aquisition opportunities of other TPA's in the Northeast.

    By Guest jbennett28, September 9, 2004
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • September 9, 2004

41. E & O.....

    By K-t-F, August 7, 2004
    • 7 replies
    • 4.2k views
    • 
    • GBurns
    • August 12, 2004

42. Prospecting Letter....

    By K-t-F, July 12, 2004
    • 6 replies
    • 3.3k views
    • 
    • GBurns
    • July 14, 2004

43. Purchasing a book of business

    By Guest amm19, July 1, 2004
    • 3 replies
    • 2.6k views
    • 
    • Guest
    • July 8, 2004

44. Errors and Omissions Insurance

    By Guest lerieleech, June 21, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 21, 2004

45. SAS70 Substitute?

    By Guest YATPA, May 24, 2004
    • 2 replies
    • 1.9k views
    • 
    • BeckyMiller
    • May 24, 2004

46. Making Connections... getting new business

    By K-t-F, May 10, 2004
    • 9 replies
    • 3.3k views
    • 
    • K-t-F
    • June 19, 2004

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

    By Guest pensionadmin, February 19, 2004
    • 2 replies
    • 3.3k views
    • 
    • david rigby
    • February 19, 2004

48. Top Heavy contribution avoidance

    By Guest Mike Spickard, December 16, 2003
    • 4 replies
    • 1.6k views
    • 
    • Mike Preston
    • December 16, 2003

49. Best Subscription Service?

    By Guest sjb, November 6, 2003
    • 34 replies
    • 10.2k views
    • 
    • Appleby
    • September 6, 2005

50. Preparing IRS Form 5500

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