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Operating a TPA or Consulting Firm

377 topics in this forum

  1. Corrective Dist Authorization

    By JGarbot,   
    • 11 replies
    • 1.2k views

  2. Client Payroll Issue

    By mming,
    • 8 replies
    • 1.2k views

  3. Ethics Issue

    By thepensionmaven,
    • 3 replies
    • 1.2k views

  4. Intrusive Investment Provider Forms

    By PensionPro,
    • 1 reply
    • 1.2k views

  5. May a plan’s administrator override the § 3(16) service provider?

    By Peter Gulia,   
    • 10 replies
    • 1.2k views

  6. Choosing Other TPA or setup a Backroom Team

    By John Smith,
    • 6 replies
    • 1.2k views

  7. Administration, Testing, 5500 Document Software Vendors

    By susieQ,
    • 2 replies
    • 1.2k views

  8. Does a recordkeeper change a plan’s fund without telling the plan’s sponsor?

    By Peter Gulia,   
    • 7 replies
    • 1.2k views

  9. Paid expert reference services for TPAs

    By Golgi,
    • 2 replies
    • 1.1k views

  10. Does anyone check whether a new customer's executive has been barred from serving as a fiduciary?

    By Peter Gulia,
    • 6 replies
    • 1.1k views

  11. Licensed TPA available for acquisition

    By TheTPAGuys,
    • 0 replies
    • 1.1k views

  12. Target Clients

    By ERISAAPPLE,
    • 4 replies
    • 1.1k views

  13. A little help

    By thepensionmaven,
    • 6 replies
    • 1.1k views

  14. ERISA Outline Book Login page

    By austin3515,
    • 3 replies
    • 1.1k views

  15. Looking for a mentor

    By EJS_TPA,
    • 2 replies
    • 1.1k views

  16. TPA Billing Software

    By austin3515,
    • 1 reply
    • 1.1k views

  17. Errors & Omissions insurance for TPA

    By R. Scott,
    • 2 replies
    • 1k views

  18. Recordkeeper Mandating Increased Cash-Out Limit

    By Paul I,
    • 5 replies
    • 1k views

  19. Does anyone get an opinion letter to resolve Paycheck Protection Program uncertainties?

    By Peter Gulia,   
    • 6 replies
    • 1k views

  20. minor conflict of interest question

    By TPApril,
    • 4 replies
    • 1k views

  21. Data retention of former clients

    By TPApril,
    • 2 replies
    • 1k views

  22. Acquiring or Starting TPA

    By ERISAgeek14,
    • 1 reply
    • 1k views

  23. Business Activity Code for TPA firm

    By Sully,
    • 4 replies
    • 1k views

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

    By John Smith,
    • 0 replies
    • 1k views

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

    By John Smith,
    • 2 replies
    • 1k views

  26. LOOKING FOR 412(i) PLAN TPA FOR 1 PERSON PLAN

    By RayJJohnsonJr,
    • 3 replies
    • 1k views

  27. Paperless

    By austin3515,
    • 9 replies
    • 1k views

  28. Partnering with TPAs

    By RGAdvisor,
    • 4 replies
    • 974 views

  29. Looking to help a TPA with a transition plan

    By Gadgetfreak,
    • 0 replies
    • 965 views

  30. Fee survey/question

    By ESOP Guy,
    • 1 reply
    • 965 views

  31. Quickbooks and Plans

    By Gadgetfreak,
    • 3 replies
    • 963 views

  32. Client property or TPA property

    By thepensionmaven,
    • 3 replies
    • 952 views

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

    By HarleyBabe,
    • 1 reply
    • 952 views

  34. Any TPA Consultation Firms that help get you going?

    By JenniferB,
    • 2 replies
    • 947 views

  35. Does a TPA know that a plan’s assets don’t qualify for the audit waiver?

    By Peter Gulia,   
    • 5 replies
    • 939 views

  36. Starting a new TPA firm

    By EJS_TPA,   
    • 1 reply
    • 938 views

  37. Cybersecurity Audit

    By Gilmore,
    • 4 replies
    • 895 views

  38. Are Paycheck Protection Program uncertainties resolved?

    By Peter Gulia,
    • 8 replies
    • 894 views

  39. Compensation Surveys

    By Lifer,
    • 0 replies
    • 884 views

  40. Looking to Buy DB Plan Servicing from Actuary

    By FSP,
    • 1 reply
    • 853 views

  41. Datair Reporting

    By TPAGCNY,
    • 1 reply
    • 837 views

  42. SEEKING TO PURCHASE MEDICAL TPA

    By Ken Harrison,
    • 0 replies
    • 830 views

  43. Starting a TPA in Florida

    By JenniferB,
    • 0 replies
    • 828 views

  44. Firm Organization - Separate roles for client communciation vs. administration or does the plan administrator do it all?

    By 401(k)athryn,
    • 3 replies
    • 815 views

  45. TPA partnership for lucrative Ethnic market

    By Michael TPA,
    • 1 reply
    • 814 views

  46. Report Generator Software - paperless reporting

    By Danno805,
    • 3 replies
    • 813 views

  47. List of Programs

    By EJS_TPA,
    • 1 reply
    • 802 views

  48. Looking for a TPA

    By ITCONSTRUCTS,
    • 1 reply
    • 801 views

  49. Would further requirements for electronic-funds-transfer affect employee-benefits practitioners?

    By Peter Gulia,
    • 3 replies
    • 798 views

  50. CPA for large firm search

    By TPApril,
    • 3 replies
    • 791 views
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