Operating a TPA or Consulting Firm

376 topics in this forum

1. Admin Agreements with new client

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

2. Would a government shutdown delay implementing SECURE 2022?

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

3. Onboarding Software for Recordkeepers

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

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

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

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

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

6. Small TPA looking to expand

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

7. More money for Paycheck Protection Program

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

8. Marketing

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

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

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

10. TPA Acquisitions/Mergers

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

11. Cyber Security Audit

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

12. Cloud / Desktop As a Service

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

13. Projection Software

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

14. Engagement letters for TPA work

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

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

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

16. Secure data exchange website

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

17. Using a client for personal work

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

18. DOL - Vendor Audit

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

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

    By SensibleUsername, June 5
    • 1 reply
    • 602 views
    • 
    • mattmc82
    • July 9

20. Time Tracking Software

    By HollyD, May 26, 2020   

    • software
    • billing
    • (and 1 more)

      Tagged with:

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

21. In Acquisition Mode

    By Steve A, May 30, 2019   

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

22. Blustar

    By Gadgetfreak, October 6
    • 3 replies
    • 580 views
    • 
    • Effen
    • October 6

23. Ethics of Getting Paid

    By drakecohen, November 7
    • 6 replies
    • 555 views
    • 
    • drakecohen
    • November 11

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
    • 549 views
    • 
    • Larry Starr
    • May 5, 2020

25. Researching Relius alternatives

    By ASmithCPA, August 22   

    • software options
    • 5 replies
    • 493 views
    • 
    • ASmithCPA
    • August 26

26. IT Outsourcing Vendors

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