Operating a TPA or Consulting Firm

376 topics in this forum

1. Tracking Time

   By Guest JPAdmin, March 21, 2002
   • 5 replies
   • 2.5k views
   • 
   • maverick
   • March 21, 2002

2. Training Courses

   By coleboy, January 11, 2018
   • 12 replies
   • 3.4k views
   • 
   • Belgarath
   • January 24, 2018

3. Transition of records

   By Doghouse, September 1, 2009
   • 7 replies
   • 3.5k views
   • 
   • Doghouse
   • October 13, 2009

4. Trends in tpa marketing and guaranteeing our work

   By chuTzPA, July 20, 2014
   • 3 replies
   • 1.7k views
   • 
   • Kevin C
   • July 22, 2014

5. Trust ID Number

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

6. Unauthorized Practice of Law

   By Guest Grumpy456, April 25, 2008
   • 24 replies
   • 10.8k views
   • 
   • Peter Gulia
   • May 28, 2008

7. Using a client for personal work

   By TPApril, June 12
   • 5 replies
   • 637 views
   • 
   • RatherBeGolfing
   • June 16

8. Valuation Software

   By Guest erepper, January 19, 2005
   • 20 replies
   • 3.1k views
   • 
   • Effen
   • January 25, 2005

9. Value of a pension consulting firm

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

10. Value of a TPA Firm

    By Below Ground, June 15, 2006
    • 2 replies
    • 2.8k views
    • 
    • Below Ground
    • June 15, 2006

11. Valuing an actuarial practice for sale

    By Guest ChopperPilot, April 7, 2005
    • 2 replies
    • 2.9k views
    • 
    • david rigby
    • April 7, 2005

12. Virtual Data Rooms

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

13. Virtual Office Solution - Opinions on Best Phone Systems

    By HarleyBabe, August 27, 2013
    • 5 replies
    • 2.4k views
    • 
    • Below Ground
    • September 10, 2013

14. what are the integral TPA functions - or is it toally undefined?

    By Guest Happy Actuary, October 1, 2009
    • 5 replies
    • 2.4k views
    • 
    • K2retire
    • October 3, 2009

15. What are TPA obligations to protect confidential information

    By Guest Smokin, August 11, 2011
    • 1 reply
    • 2k views
    • 
    • david rigby
    • August 11, 2011

16. what is a range of prices for a TPA firm ?

    By Guest Happy Actuary, August 25, 2009
    • 5 replies
    • 2.7k views
    • 
    • Ron Snyder
    • September 1, 2009

17. What is your firm using for secure file transfers?

    By Guest KristenE, June 27, 2013   

    • File transfer
    • secure file transfer
    • 3 replies
    • 1.7k views
    • 
    • Gadgetfreak
    • June 30, 2013

18. What software does it all?

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

19. What workflow/client management system do you use?

    By Guest Peacy, July 31, 2013   

    • workflow
    • pension pro
    • (and 1 more)

      Tagged with:

      • workflow
      • pension pro
      • client management system
    • 4 replies
    • 3.1k views
    • 
    • Below Ground
    • September 10, 2013

20. What's a better name than "TPA"?

    By Dave Baker, July 24, 2020
    • 29 replies
    • 4.6k views
    • 
    • Below Ground
    • May 31, 2023

21. When selling your TPA business

    By Santo Gold, July 1, 2020
    • 6 replies
    • 1.7k views
    • 
    • Retired, but still reading
    • July 3, 2020

22. Which acts require a “manual” (rather than electronic) signature?

    By Peter Gulia, September 1, 2022   

    • electronic signature
    • 4 replies
    • 1.6k views
    • 
    • Peter Gulia
    • September 1, 2022

23. Which notices should we send in the same envelope?

    By Peter Gulia, January 17, 2013   

    • getting mailing efficiencies
    • 11 replies
    • 3k views
    • 
    • four01kman
    • February 6, 2013

24. Workflkow tracking software

    By BG5150, December 3, 2020
    • 5 replies
    • 1.4k views
    • 
    • Effen
    • December 10, 2020

25. Would a government shutdown delay implementing SECURE 2022?

    By Peter Gulia, July 24, 2023
    • 4 replies
    • 745 views
    • 
    • Peter Gulia
    • July 26, 2023

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

    By Peter Gulia, April 1
    • 3 replies
    • 754 views
    • 
    • Paul I
    • April 1