Operating a TPA or Consulting Firm

377 topics in this forum

1. Looking for a TPA

   By ITCONSTRUCTS, June 16, 2020
   • 1 reply
   • 814 views
   • 
   • thepensionmaven
   • October 7, 2020

2. Would a government shutdown delay implementing SECURE 2022?

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

3. Onboarding Software for Recordkeepers

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

4. Admin Agreements with new client

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

5. Blustar

   By Gadgetfreak, October 6, 2025
   • 3 replies
   • 775 views
   • 
   • Effen
   • October 6, 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
   • 768 views
   • 
   • ErnieG
   • May 15, 2025

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

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

8. Ethics of Getting Paid

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

9. More money for Paycheck Protection Program

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

10. Marketing

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

11. Small TPA looking to expand

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

12. Using a client for personal work

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

13. TPA Acquisitions/Mergers

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

14. Cyber Security Audit

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

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

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

16. Projection Software

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

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

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

18. Secure data exchange website

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

19. Cloud / Desktop As a Service

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

20. Engagement letters for TPA work

    By M Norton, September 20, 2022
    • 0 replies
    • 676 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
    • 639 views
    • 
    • Effen
    • June 22, 2020

22. DOL - Vendor Audit

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

23. Researching Relius alternatives

    By ASmithCPA, August 22, 2025   

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

24. In Acquisition Mode

    By Steve A, May 30, 2019   

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

25. 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
    • 605 views
    • 
    • Larry Starr
    • May 5, 2020

26. IT Outsourcing Vendors

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

27. Seeking new IT Provider

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