Operating a TPA or Consulting Firm

377 topics in this forum

1. Value of a pension consulting firm

   By Guest Steve Caudle, October 18, 1999
   • 6 replies
   • 3.9k views
   • 
   • Guest
   • February 3, 2000

2. Document storage statutory requirements

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

3. "Compliance-only" engagements

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

4. Engagement Letters

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

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

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

6. What software does it all?

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

7. Marketing

   By Guest pensiondoc, April 30, 1999
   • 15 replies
   • 4.2k views
   • 
   • Greg Judd
   • September 24, 2001

8. Looking for a good newsletter service

   By Guest Crystal, April 2, 1999
   • 5 replies
   • 2.2k views
   • 
   • Guest
   • February 5, 2002

9. Too much hand holding!

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

10. 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

11. TPA firms

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

12. Replacing employees

    By stephen, January 7, 1999
    • 2 replies
    • 2.9k views
    • 
    • Guest
    • January 21, 1999

13. billable hours = ?

    By Guest David Lipkin, December 17, 1998
    • 6 replies
    • 3.5k views
    • 
    • Larry M
    • April 9, 2002

14. research books and services

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

15. Salary Survey

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

16. obtaining data from previous provider

    By Guest pensiondoc, December 2, 1998
    • 9 replies
    • 2.9k views
    • 
    • thepensionmaven
    • January 26, 2025

17. Customary job description and compensation package for sales

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

18. Due Diligence

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

19. Trust ID Number

    By Guest Thornton, November 5, 1998
    • 4 replies
    • 3.4k views
    • 
    • Guest
    • May 14, 1999

20. consulting agreement

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

21. Operational Checklists

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

22. TPA reports

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

23. 401(k) Surveys

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

24. File Storage

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

25. Fees

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

26. Sales Dumbth

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

27. Fee for service pension consulting -- doomed?

    By Dave Baker, August 28, 1998
    • 8 replies
    • 3.4k views
    • 
    • Guest
    • September 15, 1998