Operating a TPA or Consulting Firm

376 topics in this forum

1. IRS Audit limitation

   By Guest MPITTS, August 11, 2003
   • 8 replies
   • 4k views
   • 
   • Guest
   • August 12, 2003

2. SAS 70 Audits

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

3. 2003 Post-EGTRRA Amendments

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

4. Client fails to pay bills

   By Guest Sparky, June 20, 2003
   • 14 replies
   • 4.8k views
   • 
   • Locust
   • August 25, 2006

5. Dishonesty Insurance

   By Guest D. Lawrence, May 22, 2003
   • 4 replies
   • 4.4k views
   • 
   • GBurns
   • May 23, 2003

6. Document Sponsor

   By Guest tintree73, May 12, 2003
   • 2 replies
   • 1.7k views
   • 
   • Guest
   • May 12, 2003

7. Referral Networks

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

8. Administration Software

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

9. E&O Insurance

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

10. Leads

    By ccassetty, January 10, 2003
    • 10 replies
    • 2.6k views
    • 
    • ccassetty
    • January 21, 2003

11. Home TPA Consultant

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

12. Sarbanes-Oxley

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

13. incentives for your employees?

    By MR, December 26, 2002
    • 20 replies
    • 4k views
    • 
    • Archimage
    • February 6, 2003

14. Downtime season

    By Guest David M. Lipkin, October 15, 2002
    • 5 replies
    • 2.4k views
    • 
    • maverick
    • October 17, 2002

15. Pension firms

    By Guest William L. MacDonald, September 8, 2002
    • 4 replies
    • 2.2k views
    • 
    • Guest
    • September 14, 2002

16. eCornell Human Resources Mgmt Cert

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

17. Sal range for DC daily val acct admin

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

18. Group Medical Insurance for small TPA

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

19. No beneficiary designation

    By Guest dianej1, July 25, 2002
    • 3 replies
    • 2.7k views
    • 
    • E as in ERISA
    • July 25, 2002

20. billable hours goals

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

21. Raising fees and notifying clients ...

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

22. Profitability Calculator

    By Fredman, May 21, 2002
    • 5 replies
    • 2.8k views
    • 
    • Ron Snyder
    • May 23, 2002

23. Tracking Time

    By Guest JPAdmin, March 21, 2002
    • 5 replies
    • 2.5k views
    • 
    • maverick
    • March 21, 2002

24. Tracking time

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

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

    By Guest Libby, March 15, 2002
    • 1 reply
    • 1.8k views
    • 
    • Guest
    • March 16, 2002

26. The trustee's duty

    By Guest Beth Munz, March 12, 2002
    • 0 replies
    • 1.9k views
    • 
    • Guest
    • March 12, 2002

27. TPA Compensation.

    By Guest Thornton, August 11, 2001
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 11, 2001

28. Plan Proposal programs

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

29. 401(a)(4) testing

    By Ervin Barham, August 1, 2001
    • 2 replies
    • 2.3k views
    • 
    • Ervin Barham
    • August 2, 2001

30. Privacy Notice

    By Ervin Barham, June 25, 2001
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • June 25, 2001

31. 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

32. "Ethics" - Topic of a Presentation

    By Guest CJK, March 2, 2001
    • 3 replies
    • 2.1k views
    • 
    • rcline46
    • March 2, 2001

33. Managing Accounts Receivable

    By Guest Small Texas TPA, January 20, 2001
    • 4 replies
    • 3k views
    • 
    • Guest
    • January 25, 2001

34. Annual Data Request Software

    By David MacLennan, January 17, 2001
    • 7 replies
    • 2.7k views
    • 
    • David MacLennan
    • February 23, 2001

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

    By Guest Don J. Smith, December 28, 2000
    • 5 replies
    • 2.3k views
    • 
    • Bill Berke
    • January 17, 2001

36. Extra Billing

    By Guest ronalds, September 24, 2000
    • 1 reply
    • 2k views
    • 
    • Guest
    • September 25, 2000

37. Anyone doing contract administration work from home for a TPA?

    By Guest Regina Venegas, September 20, 2000
    • 3 replies
    • 3.6k views
    • 
    • Guest
    • January 15, 2001

38. Growing pains - any suggestions?

    By MR, August 29, 2000
    • 0 replies
    • 2k views
    • 
    • MR
    • August 29, 2000

39. Salary/benefit comparisons within the pension industry

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

40. E and O Insurance

    By mming, June 10, 2000
    • 5 replies
    • 2.6k views
    • 
    • Guest
    • July 7, 2000

41. Self-audit services/training services

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

42. Personnel data and Identity Theft

    By mwyatt, April 11, 2000
    • 1 reply
    • 2.7k views
    • 
    • Lorraine Dorsa
    • April 14, 2000

43. Fee for takeover (buyout) of client list

    By Guest David Dye, March 14, 2000
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • March 15, 2000

44. Starting a TPA

    By Guest Frank Pearce, February 25, 2000
    • 1 reply
    • 2.7k views
    • 
    • Lorraine Dorsa
    • February 25, 2000

45. Looking for Pension Firms

    By Guest mshenry, February 3, 2000
    • 2 replies
    • 3.1k views
    • 
    • thepensionmaven
    • February 15, 2000

46. requesting year end info

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

47. Tickler Software

    By Guest Crystal, December 17, 1999
    • 8 replies
    • 4.3k views
    • 
    • stephen
    • January 22, 2000

48. Does anyone know of a company, law firm, etc. that provides the servic

    By Guest Kim Guynan, November 3, 1999
    • 7 replies
    • 6.1k views
    • 
    • Guest
    • December 22, 2006

49. accompanying life agents on a sales call

    By thepensionmaven, October 28, 1999
    • 2 replies
    • 2.2k views
    • 
    • actuarysmith
    • September 18, 2001

50. Value of a pension consulting firm

    By Guest Steve Caudle, October 18, 1999
    • 6 replies
    • 3.9k views
    • 
    • Guest
    • February 3, 2000