Operating a TPA or Consulting Firm

385 topics in this forum

1. suing an employee

   By Guest sue1jeff, October 11, 2004
   • 1 reply
   • 3k views
   • 
   • Fredman
   • October 12, 2004

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

   By stephen, October 5, 2004
   • 1 reply
   • 2k views
   • 
   • Ron Snyder
   • October 8, 2004

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

   By Guest jbennett28, September 9, 2004
   • 0 replies
   • 2k views
   • 
   • Guest
   • September 9, 2004

4. E & O.....

   By Basically, August 7, 2004
   • 7 replies
   • 4.6k views
   • 
   • GBurns
   • August 12, 2004

5. Prospecting Letter....

   By Basically, July 12, 2004
   • 6 replies
   • 3.7k views
   • 
   • GBurns
   • July 14, 2004

6. Purchasing a book of business

   By Guest amm19, July 1, 2004
   • 3 replies
   • 2.9k views
   • 
   • Guest
   • July 8, 2004

7. Errors and Omissions Insurance

   By Guest lerieleech, June 21, 2004
   • 0 replies
   • 1.9k views
   • 
   • Guest
   • June 21, 2004

8. Making Connections... getting new business

   By Basically, May 10, 2004
   • 9 replies
   • 3.9k views
   • 
   • Basically
   • June 19, 2004

9. SAS70 Substitute?

   By Guest YATPA, May 24, 2004
   • 2 replies
   • 2.3k views
   • 
   • BeckyMiller
   • May 24, 2004

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

    By Guest pensionadmin, February 19, 2004
    • 2 replies
    • 3.7k views
    • 
    • david rigby
    • February 19, 2004

11. Top Heavy contribution avoidance

    By Guest Mike Spickard, December 16, 2003
    • 4 replies
    • 1.9k views
    • 
    • Mike Preston
    • December 16, 2003

12. Preparing IRS Form 5500

    By Guest jmarini, September 5, 2003
    • 3 replies
    • 4.2k views
    • 
    • JanetM
    • September 8, 2003

13. SAS 70 Audits

    By Guest MPITTS, August 1, 2003
    • 3 replies
    • 2k views
    • 
    • E as in ERISA
    • August 20, 2003

14. IRS Audit limitation

    By Guest MPITTS, August 11, 2003
    • 8 replies
    • 4.5k views
    • 
    • Guest
    • August 12, 2003

15. 2003 Post-EGTRRA Amendments

    By Guest DIGMYDOG, July 24, 2003
    • 1 reply
    • 2.5k views
    • 
    • ljr
    • July 25, 2003

16. Dishonesty Insurance

    By Guest D. Lawrence, May 22, 2003
    • 4 replies
    • 4.9k views
    • 
    • GBurns
    • May 23, 2003

17. Referral Networks

    By Guest R. Daestrom, April 17, 2003
    • 4 replies
    • 2.7k views
    • 
    • Guest
    • May 21, 2003

18. Document Sponsor

    By Guest tintree73, May 12, 2003
    • 2 replies
    • 2.1k views
    • 
    • Guest
    • May 12, 2003

19. Administration Software

    By Guest Pensions in Paradise, March 1, 2003
    • 0 replies
    • 2.9k views
    • 
    • Guest
    • March 1, 2003

20. incentives for your employees?

    By MR, December 26, 2002
    • 20 replies
    • 4.8k views
    • 
    • Archimage
    • February 6, 2003

21. E&O Insurance

    By Guest halencourt, January 22, 2003
    • 1 reply
    • 2.3k views
    • 
    • Lynn Campbell
    • January 23, 2003

22. Leads

    By ccassetty, January 10, 2003
    • 10 replies
    • 3.1k views
    • 
    • ccassetty
    • January 21, 2003

23. Sarbanes-Oxley

    By Guest Lex, December 27, 2002
    • 1 reply
    • 2.2k views
    • 
    • mbozek
    • December 28, 2002

24. Home TPA Consultant

    By Guest JackiB, December 27, 2002
    • 0 replies
    • 1.8k views
    • 
    • Guest
    • December 27, 2002

25. Downtime season

    By Guest David M. Lipkin, October 15, 2002
    • 5 replies
    • 2.7k views
    • 
    • maverick
    • October 17, 2002

26. eCornell Human Resources Mgmt Cert

    By KateSmithPA, September 5, 2002
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • October 1, 2002

27. Pension firms

    By Guest William L. MacDonald, September 8, 2002
    • 4 replies
    • 2.5k views
    • 
    • Guest
    • September 14, 2002

28. Sal range for DC daily val acct admin

    By Guest SalHelp, August 5, 2002
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • August 6, 2002

29. Group Medical Insurance for small TPA

    By Richard Anderson, July 25, 2002
    • 1 reply
    • 2k views
    • 
    • maverick
    • July 25, 2002

30. No beneficiary designation

    By Guest dianej1, July 25, 2002
    • 3 replies
    • 3.5k views
    • 
    • E as in ERISA
    • July 25, 2002

31. billable hours goals

    By Guest David M. Lipkin, July 16, 2002
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • July 16, 2002

32. Raising fees and notifying clients ...

    By Spencer, July 16, 2002
    • 1 reply
    • 2.5k views
    • 
    • Fredman
    • July 16, 2002

33. Profitability Calculator

    By Fredman, May 21, 2002
    • 5 replies
    • 3.2k views
    • 
    • Ron Snyder
    • May 23, 2002

34. billable hours = ?

    By Guest David Lipkin, December 17, 1998
    • 6 replies
    • 4k views
    • 
    • Larry M
    • April 9, 2002

35. Tracking Time

    By Guest JPAdmin, March 21, 2002
    • 5 replies
    • 3.1k views
    • 
    • maverick
    • March 21, 2002

36. Tracking time

    By Guest JPAdmin, March 21, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 21, 2002

37. Payments Directly by TPA (not a trustee) to Participant in 401(k) Plan

    By Guest Libby, March 15, 2002
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • March 16, 2002

38. The trustee's duty

    By Guest Beth Munz, March 12, 2002
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • March 12, 2002

39. Looking for a good newsletter service

    By Guest Crystal, April 2, 1999
    • 5 replies
    • 2.5k views
    • 
    • Guest
    • February 5, 2002

40. Marketing

    By Guest pensiondoc, April 30, 1999
    • 15 replies
    • 5.1k views
    • 
    • Greg Judd
    • September 24, 2001

41. accompanying life agents on a sales call

    By thepensionmaven, October 28, 1999
    • 2 replies
    • 2.7k views
    • 
    • actuarysmith
    • September 18, 2001

42. Plan Proposal programs

    By Guest pineapple, August 8, 2001
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • August 14, 2001

43. TPA Compensation.

    By Guest Thornton, August 11, 2001
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • August 11, 2001

44. 401(a)(4) testing

    By Ervin Barham, August 1, 2001
    • 2 replies
    • 2.7k views
    • 
    • Ervin Barham
    • August 2, 2001

45. Privacy Notice

    By Ervin Barham, June 25, 2001
    • 1 reply
    • 2.3k views
    • 
    • Guest
    • June 25, 2001

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

    By Guest L Speedy, April 20, 2001
    • 1 reply
    • 2.3k views
    • 
    • BeckyMiller
    • April 21, 2001

47. "Ethics" - Topic of a Presentation

    By Guest CJK, March 2, 2001
    • 3 replies
    • 2.5k views
    • 
    • rcline46
    • March 2, 2001

48. Annual Data Request Software

    By David MacLennan, January 17, 2001
    • 7 replies
    • 3.1k views
    • 
    • David MacLennan
    • February 23, 2001

49. Managing Accounts Receivable

    By Guest Small Texas TPA, January 20, 2001
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • January 25, 2001

50. E&0, should I or shouldn't I?

    By Guest Don J. Smith, December 28, 2000
    • 5 replies
    • 2.5k views
    • 
    • Bill Berke
    • January 17, 2001