Operating a TPA or Consulting Firm

376 topics in this forum

1. Proposal Disclaimer

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

2. Prospecting Letter....

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

3. Purchasing a block of business

   By HarleyBabe, October 29, 2013
   • 0 replies
   • 1.7k views
   • 
   • HarleyBabe
   • October 29, 2013

4. Purchasing a book of business

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

5. Purchasing TPA Firms

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

6. Quickbooks and Plans

   By Gadgetfreak, December 31, 2023
   • 3 replies
   • 919 views
   • 
   • Retired, but still reading
   • January 2, 2024

7. Raising fees and notifying clients ...

   By Spencer, July 16, 2002
   • 1 reply
   • 2k views
   • 
   • Fredman
   • July 16, 2002

8. receiving secure emails w/census info

   By TPAnnie, November 1, 2011
   • 7 replies
   • 2.3k views
   • 
   • frizzyguy
   • November 17, 2011

9. Record Retention for Terminated Clients

   By seatpa, April 15, 2017
   • 5 replies
   • 3.7k views
   • 
   • Retirement ForUsAll
   • December 17, 2018

10. Recordkeeper Mandating Increased Cash-Out Limit

    By Paul I, April 8, 2024
    • 5 replies
    • 989 views
    • 
    • Peter Gulia
    • April 9, 2024

11. Records Retention

    By imchipbrown, August 30, 2020
    • 7 replies
    • 1.5k views
    • 
    • C. B. Zeller
    • September 24, 2020

12. Reference Materials

    By mming, July 25, 2015
    • 0 replies
    • 1.2k views
    • 
    • mming
    • July 25, 2015

13. Reference Resources

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

14. Referral Networks

    By Guest R. Daestrom, April 17, 2003
    • 4 replies
    • 2.3k views
    • 
    • Guest
    • May 21, 2003

15. Refusing to submit your client’s Form 5500 report

    By Peter Gulia, August 28, 2018   

    • form 5500; efast2
    • 9 replies
    • 2.2k views
    • 
    • david rigby
    • August 30, 2018

16. Relius Administration Software

    By Guest tpa555, February 4, 2010
    • 1 reply
    • 2.3k views
    • 
    • Gadgetfreak
    • March 26, 2010

17. Relius Administration Software for Sale

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

18. Relius Contractor

    By Doghouse, July 13, 2018
    • 4 replies
    • 1.4k views
    • 
    • Nic Pospiech
    • August 30, 2018

19. Relius VRU

    By Guest tpa555, January 7, 2009
    • 1 reply
    • 2k views
    • 
    • Guest
    • January 8, 2009

20. Replacing employees

    By stephen, January 7, 1999
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 21, 1999

21. Report Generator Software - paperless reporting

    By Danno805, June 21, 2022
    • 3 replies
    • 776 views
    • 
    • Danno805
    • June 30, 2022

22. Reporting earnings and ER contributions to an ESPP

    By Guest Iwonder, August 1, 2008
    • 2 replies
    • 2k views
    • 
    • WDIK
    • August 1, 2008

23. Request for plan docs

    By BG5150, December 9, 2020
    • 5 replies
    • 1.6k views
    • 
    • Lauren0507
    • December 11, 2020

24. Requesting input...

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

25. requesting year end info

    By richard, January 15, 2000
    • 8 replies
    • 3.1k views
    • 
    • Cathy from Chicago
    • January 27, 2000

26. research books and services

    By Guest David Lipkin, December 10, 1998
    • 3 replies
    • 2.4k views
    • 
    • Ervin Barham
    • December 11, 1998

27. Researching Relius alternatives

    By ASmithCPA, August 22   

    • software options
    • 5 replies
    • 496 views
    • 
    • ASmithCPA
    • August 26

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

    By Guest L Speedy, April 20, 2001
    • 1 reply
    • 2.1k views
    • 
    • BeckyMiller
    • April 21, 2001

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

    By Guest SPollock, July 6, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • July 6, 1999

30. RFP for financial advisor?

    By AlbanyConsultant, June 11, 2014
    • 2 replies
    • 1.7k views
    • 
    • AlbanyConsultant
    • June 24, 2014

31. RIA - Client References?

    By Guest davsun, May 20, 2010
    • 1 reply
    • 2.7k views
    • 
    • MSN
    • May 21, 2010

32. RPA (Robotic Process Automation)

    By ESI2015, November 9, 2020
    • 4 replies
    • 1.3k views
    • 
    • ESI2015
    • November 11, 2020

33. Sal range for DC daily val acct admin

    By Guest SalHelp, August 5, 2002
    • 2 replies
    • 2.3k views
    • 
    • Guest
    • August 6, 2002

34. Salary Survey

    By Guest Melody Moore, December 8, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • December 14, 1998

35. Salary/benefit comparisons within the pension industry

    By Guest normad, August 12, 2000
    • 1 reply
    • 2.4k views
    • 
    • actuarysmith
    • August 14, 2000

36. Sale of business

    By Mark Miller, January 7, 2022
    • 5 replies
    • 1.4k views
    • 
    • Steven Musmanno
    • August 15, 2022

37. Sales Dumbth

    By Guest John Kelly, September 4, 1998
    • 12 replies
    • 3.1k views
    • 
    • Guest
    • May 21, 1999

38. Sarbanes-Oxley

    By Guest Lex, December 27, 2002
    • 1 reply
    • 1.8k views
    • 
    • mbozek
    • December 28, 2002

39. SAS 70 and TPA Firms

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

40. SAS 70 Audits

    By Guest MPITTS, August 1, 2003
    • 3 replies
    • 1.8k views
    • 
    • E as in ERISA
    • August 20, 2003

41. SAS70 Substitute?

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

42. Secure data exchange website

    By chuTzPA, March 31, 2020
    • 2 replies
    • 645 views
    • 
    • goldtpa
    • March 31, 2020

43. Secure Information Practices

    By SRP, August 12, 2008
    • 0 replies
    • 1.5k views
    • 
    • SRP
    • August 12, 2008

44. Seeking Acquisition Opportunities for Small to Mid-Size 401(k) TPA Firm

    By John Smith, May 18, 2024
    • 0 replies
    • 985 views
    • 
    • John Smith
    • May 18, 2024

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

    By John Smith, July 18
    • 2 replies
    • 831 views
    • 
    • Karen Whitfield
    • August 11

46. SEEKING TO PURCHASE MEDICAL TPA

    By Ken Harrison, November 19, 2017
    • 0 replies
    • 813 views
    • 
    • Ken Harrison
    • November 19, 2017

47. Self-audit services/training services

    By Dawn Hafner, May 4, 2000
    • 0 replies
    • 2.1k views
    • 
    • Dawn Hafner
    • May 4, 2000

48. Selling a small one-person TPA firm

    By Zoey, January 4
    • 7 replies
    • 1.5k views
    • 
    • AllThingsForGood
    • March 11

49. Selling My Firm

    By Guest Kevin1, May 7, 2013
    • 7 replies
    • 6.1k views
    • 
    • TPAacquistion101
    • October 17, 2014

50. Selling my TPA firm

    By Minnesota planner, January 23, 2021
    • 3 replies
    • 1.7k views
    • 
    • DRP
    • April 30, 2021