Operating a TPA or Consulting Firm

377 topics in this forum

1. Would a government shutdown delay implementing SECURE 2022?

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

2. Onboarding Software for Recordkeepers

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

3. Admin Agreements with new client

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

4. How are other TPA's preparing for SECURE 2.0 changes coming in 2024?

   By R. Scott, August 9, 2023
   • 0 replies
   • 749 views
   • 
   • R. Scott
   • August 9, 2023

5. How much demand is there for new and improved RK software?

   By SensibleUsername, June 5, 2025
   • 9 replies
   • 746 views
   • 
   • ESOP Guy
   • December 18, 2025

6. Do you help a small business count its tax credits for a startup retirement plan?

   By Peter Gulia, May 14, 2025
   • 4 replies
   • 739 views
   • 
   • ErnieG
   • May 15, 2025

7. More money for Paycheck Protection Program

   By Peter Gulia, April 21, 2020
   • 3 replies
   • 715 views
   • 
   • Diane Thompson
   • April 23, 2020

8. Marketing

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

9. Small TPA looking to expand

   By TPAexplorer, October 22, 2018
   • 0 replies
   • 709 views
   • 
   • TPAexplorer
   • October 22, 2018

10. Blustar

    By Gadgetfreak, October 6, 2025
    • 3 replies
    • 702 views
    • 
    • Effen
    • October 6, 2025

11. Ethics of Getting Paid

    By drakecohen, November 7, 2025
    • 6 replies
    • 701 views
    • 
    • drakecohen
    • November 11, 2025

12. Cyber Security Audit

    By Gilmore, July 25, 2023
    • 2 replies
    • 696 views
    • 
    • Gilmore
    • July 27, 2023

13. TPA Acquisitions/Mergers

    By Stephen Abramson, June 12, 2023
    • 0 replies
    • 692 views
    • 
    • Stephen Abramson
    • June 12, 2023

14. Moving from Accrual to Cash Basis for 5500 and other year-end reporting

    By M.B.S., QKC, QKA, January 27, 2023
    • 0 replies
    • 692 views
    • 
    • M.B.S., QKC, QKA
    • January 27, 2023

15. Using a client for personal work

    By TPApril, June 12, 2025
    • 5 replies
    • 678 views
    • 
    • RatherBeGolfing
    • June 16, 2025

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

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

17. Secure data exchange website

    By chuTzPA, March 31, 2020
    • 2 replies
    • 676 views
    • 
    • goldtpa
    • March 31, 2020

18. Projection Software

    By Archimage, October 6, 2021
    • 2 replies
    • 676 views
    • 
    • Archimage
    • October 6, 2021

19. Cloud / Desktop As a Service

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

20. Engagement letters for TPA work

    By M Norton, September 20, 2022
    • 0 replies
    • 666 views
    • 
    • M Norton
    • September 20, 2022

21. Time Tracking Software

    By HollyD, May 26, 2020   

    • software
    • billing
    • (and 1 more)

      Tagged with:

      • software
      • billing
      • time tracking
    • 1 reply
    • 619 views
    • 
    • Effen
    • June 22, 2020

22. DOL - Vendor Audit

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

23. In Acquisition Mode

    By Steve A, May 30, 2019   

    • tpa owner
    • 0 replies
    • 601 views
    • 
    • Steve A
    • May 30, 2019

24. May an employer claim the CARES employee-retention credit if the only expenses are for not-working employees’ health coverage?

    By Peter Gulia, May 5, 2020   

    • cares act; professional conduct
    • 2 replies
    • 577 views
    • 
    • Larry Starr
    • May 5, 2020

25. Researching Relius alternatives

    By ASmithCPA, August 22, 2025   

    • software options
    • 5 replies
    • 557 views
    • 
    • ASmithCPA
    • August 26, 2025

26. IT Outsourcing Vendors

    By John314, August 11, 2022
    • 1 reply
    • 494 views
    • 
    • StephenD
    • August 12, 2022

27. Seeking new IT Provider

    By chuTzPA, November 22, 2025
    • 3 replies
    • 237 views
    • 
    • chuTzPA
    • November 26, 2025