Operating a TPA or Consulting Firm

377 topics in this forum

1. TIN requirements

   By Guest christina@iepension, July 26, 2010
   • 1 reply
   • 1.7k views
   • 
   • Guest
   • August 31, 2010

2. Fee survey/question

   By ESOP Guy, March 11, 2020
   • 1 reply
   • 978 views
   • 
   • RatherBeGolfing
   • March 11, 2020

3. Plan Proposal programs

   By Guest pineapple, August 8, 2001
   • 1 reply
   • 2k views
   • 
   • Guest
   • August 14, 2001

4. Business Valuation Firm experienced w/TPA practices

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

5. Salary/benefit comparisons within the pension industry

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

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

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

7. eCornell Human Resources Mgmt Cert

   By KateSmithPA, September 5, 2002
   • 1 reply
   • 2k views
   • 
   • Guest
   • October 1, 2002

8. TPA partnership for lucrative Ethnic market

   By Michael TPA, January 24, 2021
   • 1 reply
   • 827 views
   • 
   • DannytheTPA
   • February 1, 2021

9. Group Medical Insurance for small TPA

   By Richard Anderson, July 25, 2002
   • 1 reply
   • 1.8k views
   • 
   • maverick
   • July 25, 2002

10. Looking for a TPA

    By ITCONSTRUCTS, June 16, 2020
    • 1 reply
    • 813 views
    • 
    • thepensionmaven
    • October 7, 2020

11. Starting a new TPA firm

    By EJS_TPA, September 13, 2023   

    • tpa
    • firm
    • (and 1 more)

      Tagged with:

      • tpa
      • firm
      • help
    • 1 reply
    • 966 views
    • 
    • R. Scott
    • October 18, 2023

12. IT Outsourcing Vendors

    By John314, August 11, 2022
    • 1 reply
    • 513 views
    • 
    • StephenD
    • August 12, 2022

13. E&O Insurance

    By Guest halencourt, January 22, 2003
    • 1 reply
    • 2.1k views
    • 
    • Lynn Campbell
    • January 23, 2003

14. 2003 Post-EGTRRA Amendments

    By Guest DIGMYDOG, July 24, 2003
    • 1 reply
    • 2.1k views
    • 
    • ljr
    • July 25, 2003

15. Freelance / Fee per client

    By ITCONSTRUCTS, March 23, 2016
    • 1 reply
    • 1.4k views
    • 
    • Nate DeLong CPC
    • March 25, 2016

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

    By stephen, October 5, 2004
    • 1 reply
    • 1.7k views
    • 
    • Ron Snyder
    • October 8, 2004

17. Intrusive Investment Provider Forms

    By PensionPro, July 16, 2024
    • 1 reply
    • 1.2k views
    • 
    • justanotheradmin
    • July 17, 2024

18. Circular230

    By Monica Barnard, July 3, 2009
    • 1 reply
    • 2k views
    • 
    • Ron Snyder
    • July 8, 2009

19. Relius VRU

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

20. 401(k) online recordkeeping system

    By Guest Lyn, November 29, 2007
    • 1 reply
    • 2.2k views
    • 
    • Peter Gulia
    • November 29, 2007

21. Participant Statement Vendor

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

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

    By Guest Libby, March 15, 2002
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • March 16, 2002

23. Looking to Buy DB Plan Servicing from Actuary

    By FSP, September 26, 2021
    • 1 reply
    • 868 views
    • 
    • bvhea
    • September 27, 2021

24. New Comp Software

    By 401_4_ever, June 10, 2008
    • 1 reply
    • 2.3k views
    • 
    • Kimberly S
    • June 10, 2008

25. TPA Service Agreement

    By Medusa, August 5, 2008
    • 1 reply
    • 3k views
    • 
    • Ron Snyder
    • August 8, 2008

26. 11 Clients You Need to Fire Right Now

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

27. Financial Advisor Email List and Newsletters - Best Place to Purchase List and Service to Use

    By HarleyBabe, October 5, 2023
    • 1 reply
    • 1k views
    • 
    • Paul I
    • October 5, 2023

28. How are other TPA's preparing for SECURE 2.0 changes coming in 2024?

    By R. Scott, August 9, 2023
    • 0 replies
    • 765 views
    • 
    • R. Scott
    • August 9, 2023

29. Growing pains - any suggestions?

    By MR, August 29, 2000
    • 0 replies
    • 2.1k views
    • 
    • MR
    • August 29, 2000

30. Engagement Tracking / Database Application

    By Guest YATPA, October 6, 2006
    • 0 replies
    • 2.2k views
    • 
    • Guest
    • October 6, 2006

31. billable hours goals

    By Guest David M. Lipkin, July 16, 2002
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • July 16, 2002

32. Purchasing a block of business

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

33. Reference Materials

    By mming, July 25, 2015
    • 0 replies
    • 1.3k views
    • 
    • mming
    • July 25, 2015

34. 404(a)(5) Quarterly Fee Disclosures

    By Gadgetfreak, October 10, 2012
    • 0 replies
    • 1.5k views
    • 
    • Gadgetfreak
    • October 10, 2012

35. Tracking time

    By Guest JPAdmin, March 21, 2002
    • 0 replies
    • 1.7k views
    • 
    • Guest
    • March 21, 2002

36. Deleted

    By cdavis25, February 9, 2012
    • 0 replies
    • 1.3k views
    • 
    • cdavis25
    • February 9, 2012

37. TPA Contract Work

    By tpamanager6, April 22, 2016
    • 0 replies
    • 1.4k views
    • 
    • tpamanager6
    • April 22, 2016

38. Small TPA looking to expand

    By TPAexplorer, October 22, 2018
    • 0 replies
    • 725 views
    • 
    • TPAexplorer
    • October 22, 2018

39. In Acquisition Mode

    By Steve A, May 30, 2019   

    • tpa owner
    • 0 replies
    • 615 views
    • 
    • Steve A
    • May 30, 2019

40. Secure Information Practices

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

41. Engagement letters for TPA work

    By M Norton, September 20, 2022
    • 0 replies
    • 674 views
    • 
    • M Norton
    • September 20, 2022

42. TPA Acquisitions/Mergers

    By Stephen Abramson, June 12, 2023
    • 0 replies
    • 710 views
    • 
    • Stephen Abramson
    • June 12, 2023

43. Administration Software

    By Guest Pensions in Paradise, March 1, 2003
    • 0 replies
    • 2.6k views
    • 
    • Guest
    • March 1, 2003

44. Operational Checklists

    By Guest Cindy, September 29, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 29, 1998

45. Customary job description and compensation package for sales

    By Guest Cbanarer, November 12, 1998
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • November 12, 1998

46. Moving from Accrual to Cash Basis for 5500 and other year-end reporting

    By M.B.S., QKC, QKA, January 27, 2023
    • 0 replies
    • 705 views
    • 
    • M.B.S., QKC, QKA
    • January 27, 2023

47. Examples of Re-Humanization--the next process after business process r

    By Guest Ron Wohl, February 9, 1999
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • February 9, 1999

48. 15 Participant plan allowign to inv. platforms. More work?

    By Jim Chad, February 5, 2010
    • 0 replies
    • 1.5k views
    • 
    • Jim Chad
    • February 5, 2010

49. Engagement Letters

    By Hoard1, August 19, 1999
    • 0 replies
    • 2.9k views
    • 
    • Hoard1
    • August 19, 1999

50. Home TPA Consultant

    By Guest JackiB, December 27, 2002
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • December 27, 2002