Operating a TPA or Consulting Firm

376 topics in this forum

1. Self-audit services/training services

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

2. Looking to help a TPA with a transition plan

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

3. Marketing

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

4. Virtual Data Rooms

   By HarleyBabe, November 12, 2013
   • 0 replies
   • 1.5k views
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   • HarleyBabe
   • November 12, 2013

5. Admin Agreements with new client

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

6. The trustee's duty

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

7. Onboarding Software for Recordkeepers

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

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

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

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

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

10. Cloud / Desktop As a Service

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

11. TPA Compensation.

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

12. Service Agreements

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

13. Starting a TPA in Florida

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

14. Daily Digest/Updates for tpa firm

    By TPApril, March 20, 2011
    • 0 replies
    • 1.6k views
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    • TPApril
    • March 20, 2011

15. block of plans for sale?

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

16. Compensation Surveys

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

17. Looking to buy an established TPA

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

18. SEEKING TO PURCHASE MEDICAL TPA

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

19. Licensed TPA available for acquisition

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

20. TPA/Broker Combo

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

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

    By John Smith, May 18, 2024
    • 0 replies
    • 983 views
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    • John Smith
    • May 18, 2024

22. DOL - Vendor Audit

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

23. 401kexchange

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

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

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

25. TPA E&O and Billing software

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

26. Errors and Omissions Insurance

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