Operating a TPA or Consulting Firm

377 topics in this forum

1. Document storage statutory requirements

   By Guest GuyHocker, August 26, 1999
   • 0 replies
   • 2.1k views
   • 
   • Guest
   • August 26, 1999

2. Self-audit services/training services

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

3. Looking to help a TPA with a transition plan

   By Gadgetfreak, June 27, 2024
   • 0 replies
   • 988 views
   • 
   • Gadgetfreak
   • June 27, 2024

4. Marketing

   By EJS_TPA, April 26, 2024
   • 0 replies
   • 731 views
   • 
   • EJS_TPA
   • April 26, 2024

5. Virtual Data Rooms

   By HarleyBabe, November 12, 2013
   • 0 replies
   • 1.6k views
   • 
   • HarleyBabe
   • November 12, 2013

6. Admin Agreements with new client

   By HarleyBabe, June 19, 2019
   • 0 replies
   • 778 views
   • 
   • HarleyBabe
   • June 19, 2019

7. The trustee's duty

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

8. Onboarding Software for Recordkeepers

   By Gadgetfreak, November 6, 2023
   • 0 replies
   • 800 views
   • 
   • Gadgetfreak
   • November 6, 2023

9. Growing practice seeking aquisition opportunities of other TPA's in the Northeast.

   By Guest jbennett28, September 9, 2004
   • 0 replies
   • 1.8k views
   • 
   • Guest
   • September 9, 2004

10. Hungry new TPA owner looking for a block of business

    By HarleyBabe, November 19, 2013
    • 0 replies
    • 2.6k views
    • 
    • HarleyBabe
    • November 19, 2013

11. Cloud / Desktop As a Service

    By austin3515, May 10, 2021
    • 0 replies
    • 689 views
    • 
    • austin3515
    • May 10, 2021

12. TPA Compensation.

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

13. Service Agreements

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

14. Starting a TPA in Florida

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

15. Daily Digest/Updates for tpa firm

    By TPApril, March 20, 2011
    • 0 replies
    • 1.7k views
    • 
    • TPApril
    • March 20, 2011

16. block of plans for sale?

    By Guest larry1998, May 13, 2012
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • May 13, 2012

17. Compensation Surveys

    By Lifer, November 22, 2016
    • 0 replies
    • 891 views
    • 
    • Lifer
    • November 22, 2016

18. Looking to buy an established TPA

    By Guest gillie, March 4, 2006
    • 0 replies
    • 2.4k views
    • 
    • Guest
    • March 4, 2006

19. SEEKING TO PURCHASE MEDICAL TPA

    By Ken Harrison, November 19, 2017
    • 0 replies
    • 842 views
    • 
    • Ken Harrison
    • November 19, 2017

20. Licensed TPA available for acquisition

    By TheTPAGuys, January 29, 2024
    • 0 replies
    • 1.1k views
    • 
    • TheTPAGuys
    • January 29, 2024

21. TPA/Broker Combo

    By Guest toddez, May 13, 2011
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 13, 2011

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

    By John Smith, May 18, 2024
    • 0 replies
    • 1k views
    • 
    • John Smith
    • May 18, 2024

23. DOL - Vendor Audit

    By Kudos26, August 22, 2017
    • 0 replies
    • 626 views
    • 
    • Kudos26
    • August 22, 2017

24. 401kexchange

    By Guest Sound Benefits, May 23, 2012
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • May 23, 2012

25. Exploring Back-Office Solutions for 401(k) Administration

    By John Smith, December 3, 2024
    • 0 replies
    • 698 views
    • 
    • John Smith
    • December 3, 2024

26. TPA E&O and Billing software

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

27. Errors and Omissions Insurance

    By Guest lerieleech, June 21, 2004
    • 0 replies
    • 1.6k views
    • 
    • Guest
    • June 21, 2004