Operating a TPA or Consulting Firm

376 topics in this forum

1. Selling your book of business

   By TPA4SALE, January 29, 2016
   • 2 replies
   • 1.6k views
   • 
   • HarleyBabe
   • February 17, 2017

2. semi paperless

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

3. Service Agreements

   By Guest Chautauquasun, February 24, 2012
   • 0 replies
   • 1.3k views
   • 
   • Guest
   • February 24, 2012

4. Service Agreements vs Purchase Orders

   By chuTzPA, May 23, 2018
   • 7 replies
   • 1.6k views
   • 
   • rr_sphr
   • May 24, 2018

5. Services Agreement / Amount of Advance Notice to Terminate

   By BeanCounterBlues, May 12, 2009
   • 3 replies
   • 3.1k views
   • 
   • Peter Gulia
   • May 12, 2009

6. Should a recordkeeper or TPA try to get an employer to pay a past-due participant contribution?

   By Peter Gulia, September 5, 2015
   • 8 replies
   • 1.8k views
   • 
   • david rigby
   • September 8, 2015

7. Should I Purchase TPA/Record Keeper?

   By tedschumann, January 10, 2021
   • 3 replies
   • 1.4k views
   • 
   • RestAssured
   • March 26, 2021

8. Small TPA looking to expand

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

9. Small TPA purchasing another smaller TPA

   By Guest ICannotDiscloseMyIdentity, August 6, 2007
   • 8 replies
   • 4.3k views
   • 
   • TPAacquistion101
   • October 17, 2011

10. Software for DC testing

    By movedon, March 23, 2012
    • 5 replies
    • 1.6k views
    • 
    • EBDI
    • March 27, 2012

11. SSAE 16

    By ombskid, July 18, 2013
    • 6 replies
    • 2.2k views
    • 
    • Bill Presson
    • July 21, 2013

12. Start-Up Consulting Firm Questions

    By Guest auditor415, August 27, 2007
    • 2 replies
    • 2.9k views
    • 
    • Larry M
    • September 4, 2007

13. Starting a new TPA firm

    By EJS_TPA, September 13, 2023   

    • tpa
    • firm
    • (and 1 more)

      Tagged with:

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

14. Starting a TPA

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

15. Starting a TPA Firm from Scratch. Need Help!

    By Plan4Retirement, November 30, 2016   

    • new
    • tpa
    • (and 7 more)

      Tagged with:

      • new
      • tpa
      • firm
      • help
      • starting
      • cash balance
      • defined benefits
      • 401k
      • pension
    • 21 replies
    • 7.3k views
    • 
    • chuTzPA
    • December 28, 2016

16. Starting a TPA in Florida

    By JenniferB, May 5, 2024
    • 0 replies
    • 801 views
    • 
    • JenniferB
    • May 5, 2024

17. Starting New TPA Practice

    By coleboy, September 10, 2014
    • 3 replies
    • 2.4k views
    • 
    • chuTzPA
    • March 10, 2016

18. suing an employee

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

19. Target Clients

    By ERISAAPPLE, May 3, 2018
    • 4 replies
    • 1.1k views
    • 
    • ratherbereading
    • May 7, 2018

20. Tax Reform for TPA's

    By ERISAd and confused, February 13, 2018   

    • tax reform
    • professional services
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • February 14, 2018

21. The trustee's duty

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

22. 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

23. Tickler Software

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

24. Time Tracking Software

    By HollyD, May 26, 2020   

    • software
    • billing
    • (and 1 more)

      Tagged with:

      • software
      • billing
      • time tracking
    • 1 reply
    • 602 views
    • 
    • Effen
    • June 22, 2020

25. TIN requirements

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

26. Too much hand holding!

    By Guest Crystal, March 11, 1999
    • 8 replies
    • 2.9k views
    • 
    • Guest
    • April 30, 1999

27. Top Heavy contribution avoidance

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

28. TPA Acquisitions/Mergers

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

29. TPA administration firm

    By Antonb1985, May 31, 2017
    • 14 replies
    • 2.1k views
    • 
    • HBinMA
    • May 31, 2017

30. TPA as Trustee in Plan Document

    By JustMe, April 22, 2020
    • 6 replies
    • 1.5k views
    • 
    • Luke Bailey
    • April 23, 2020

31. TPA Billing Software

    By austin3515, October 28, 2021
    • 1 reply
    • 1k views
    • 
    • Retired, but still reading
    • October 30, 2021

32. TPA Compensation.

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

33. tpa considered plan administrator

    By Guest isg2013, February 7, 2013
    • 13 replies
    • 5.7k views
    • 
    • Guest
    • March 28, 2013

34. TPA Contract Work

    By tpamanager6, April 22, 2016
    • 0 replies
    • 1.3k views
    • 
    • tpamanager6
    • April 22, 2016

35. TPA E&O and Billing software

    By Guest OneChek, September 9, 2007
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • September 9, 2007

36. TPA firms

    By Guest cascigm, January 28, 1999
    • 2 replies
    • 2.8k views
    • 
    • Greg Judd
    • January 29, 1999

37. TPA Firms For Sale

    By Lifer, June 16, 2017
    • 3 replies
    • 2.2k views
    • 
    • D.W. Gillman
    • June 6, 2019

38. TPA needs support staff on and off - contract employees

    By HarleyBabe, April 9, 2021
    • 10 replies
    • 1.7k views
    • 
    • Lois Baker
    • April 13, 2021

39. TPA partnership for lucrative Ethnic market

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

40. TPA Profit Margin

    By Guest LLHarlow, December 20, 2011
    • 4 replies
    • 5.8k views
    • 
    • rcline46
    • December 21, 2011

41. TPA receiving fees from investment product

    By Guest TookThePlunge, August 3, 2007
    • 15 replies
    • 5.3k views
    • 
    • pmacduff
    • September 10, 2007

42. TPA reports

    By Guest bMc, September 21, 1998
    • 1 reply
    • 2.9k views
    • 
    • Guest
    • September 21, 1998

43. TPA Selling Business

    By TPA Selling Business, April 29, 2021
    • 5 replies
    • 1.4k views
    • 
    • Jrh1124
    • May 6, 2021

44. TPA Service Agreement

    By Medusa, August 5, 2008
    • 1 reply
    • 2.9k views
    • 
    • Ron Snyder
    • August 8, 2008

45. TPA Signing Authority for Plan

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

46. TPA/ Administrator's Workload

    By coleboy, December 9, 2020
    • 26 replies
    • 4.1k views
    • 
    • RatherBeGolfing
    • July 12, 2021

47. TPA/Broker Combo

    By Guest toddez, May 13, 2011
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 13, 2011

48. tpa/client communication

    By Guest lip, April 11, 2008
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • April 15, 2008

49. TPA/Recordkeeper Staffing Structures

    By Gadgetfreak, October 12, 2023
    • 12 replies
    • 2k views
    • 
    • Paul I
    • October 13, 2023

50. Tracking time

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