Operating a TPA or Consulting Firm

378 topics in this forum

1. Fee for takeover (buyout) of client list

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

2. Starting a TPA

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

3. Looking for Pension Firms

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

4. Value of a pension consulting firm

   By Guest Steve Caudle, October 18, 1999
   • 6 replies
   • 4k views
   • 
   • Guest
   • February 3, 2000

5. requesting year end info

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

6. Tickler Software

   By Guest Crystal, December 17, 1999
   • 8 replies
   • 4.4k views
   • 
   • stephen
   • January 22, 2000

7. Document storage statutory requirements

   By Guest GuyHocker, August 26, 1999
   • 0 replies
   • 2.2k views
   • 
   • Guest
   • August 26, 1999

8. "Compliance-only" engagements

   By Guest Doug Johnston, August 24, 1999
   • 1 reply
   • 2.2k views
   • 
   • Larry M
   • August 24, 1999

9. Engagement Letters

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

10. Retirement Plan Newsletters to send referral sources (CPAs mainly)

    By Guest SPollock, July 6, 1999
    • 1 reply
    • 2.1k views
    • 
    • Guest
    • July 6, 1999

11. Sales Dumbth

    By Guest John Kelly, September 4, 1998
    • 12 replies
    • 3.1k views
    • 
    • Guest
    • May 21, 1999

12. What software does it all?

    By Guest Eric Parmenter, May 15, 1999
    • 1 reply
    • 2.3k views
    • 
    • Lorraine Dorsa
    • May 20, 1999

13. Trust ID Number

    By Guest Thornton, November 5, 1998
    • 4 replies
    • 3.5k views
    • 
    • Guest
    • May 14, 1999

14. Too much hand holding!

    By Guest Crystal, March 11, 1999
    • 8 replies
    • 3k views
    • 
    • Guest
    • April 30, 1999

15. 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

16. TPA firms

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

17. Replacing employees

    By stephen, January 7, 1999
    • 2 replies
    • 3k views
    • 
    • Guest
    • January 21, 1999

18. Salary Survey

    By Guest Melody Moore, December 8, 1998
    • 2 replies
    • 2.7k views
    • 
    • Guest
    • December 14, 1998

19. research books and services

    By Guest David Lipkin, December 10, 1998
    • 3 replies
    • 2.4k views
    • 
    • Ervin Barham
    • December 11, 1998

20. Customary job description and compensation package for sales

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

21. Due Diligence

    By Guest Thornton, November 6, 1998
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • November 6, 1998

22. consulting agreement

    By Guest pensiondoc, October 17, 1998
    • 1 reply
    • 2.5k views
    • 
    • Larry M
    • October 20, 1998

23. 401(k) Surveys

    By Guest Beth, September 16, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • October 6, 1998

24. Operational Checklists

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

25. File Storage

    By Guest bMc, September 16, 1998
    • 3 replies
    • 2.6k views
    • 
    • LCARUSI
    • September 29, 1998

26. TPA reports

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

27. Fees

    By Guest pension doc, September 15, 1998
    • 2 replies
    • 2.6k views
    • 
    • Guest
    • September 16, 1998

28. Fee for service pension consulting -- doomed?

    By Dave Baker, August 28, 1998
    • 8 replies
    • 3.5k views
    • 
    • Guest
    • September 15, 1998