Operating a TPA or Consulting Firm

328 topics in this forum

1. A little help

   By thepensionmaven, September 3
   • 6 replies
   • 277 views
   • 
   • thepensionmaven
   • September 21

2. Engagement letters for TPA work

   By M Norton, September 20
   • 0 replies
   • 54 views
   • 
   • M Norton
   • September 20

3. Partnering with TPAs

   By RGAdvisor, September 13
   • 4 replies
   • 133 views
   • 
   • Luke Bailey
   • September 14

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

   By Peter Gulia, September 1   

   • electronic signature
   • 4 replies
   • 224 views
   • 
   • Peter Gulia
   • September 1

5. Sale of business

   By Mark Miller, January 7
   • 5 replies
   • 711 views
   • 
   • Steven Musmanno
   • August 15

6. IT Outsourcing Vendors

   By John314, August 11
   • 1 reply
   • 84 views
   • 
   • StephenD
   • August 12

7. How much of your work involves a formal appearance before the IRS?

   By Peter Gulia, July 11
   • 9 replies
   • 261 views
   • 
   • Jeffry Lamb
   • July 12

8. Report Generator Software - paperless reporting

   By Danno805, June 21
   • 3 replies
   • 212 views
   • 
   • Danno805
   • June 30

9. DOL cybersecurity topics

   By AlbanyConsultant, January 28
   • 8 replies
   • 638 views
   • 
   • Peter Gulia
   • April 21

10. Client property or TPA property

    By thepensionmaven, March 30
    • 3 replies
    • 361 views
    • 
    • Pam Shoup
    • March 31

11. Does a recordkeeper change a plan’s fund without telling the plan’s sponsor?

    By Peter Gulia, March 22   

    • fund change; recordkeeper; custodian
    • 7 replies
    • 294 views
    • 
    • Peter Gulia
    • March 24

12. What's a better name than "TPA"? 1 2

    By Dave Baker, July 24, 2020
    • 25 replies
    • 1.8k views
    • 
    • thepensionmaven
    • February 28

13. Choosing Other TPA or setup a Backroom Team

    By John Smith, January 1
    • 6 replies
    • 399 views
    • 
    • Retired, but still reading
    • January 15

14. TPA Billing Software

    By austin3515, October 28, 2021
    • 1 reply
    • 356 views
    • 
    • Retired, but still reading
    • October 30, 2021

15. Projection Software

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

16. minor conflict of interest question

    By TPApril, September 30, 2021
    • 4 replies
    • 420 views
    • 
    • imchipbrown
    • October 1, 2021

17. Looking to Buy DB Plan Servicing from Actuary

    By FSP, September 26, 2021
    • 1 reply
    • 383 views
    • 
    • bvhea
    • September 27, 2021

18. Cybersecurity Audit

    By Gilmore, August 26, 2021
    • 4 replies
    • 382 views
    • 
    • Gilmore
    • August 28, 2021

19. Data retention of former clients

    By TPApril, July 15, 2021
    • 2 replies
    • 427 views
    • 
    • Bob the Swimmer
    • July 16, 2021

20. TPA/ Administrator's Workload 1 2

    By coleboy, December 9, 2020
    • 26 replies
    • 1.9k views
    • 
    • RatherBeGolfing
    • July 12, 2021

21. EOB vs. TAG vs. ERISApedia

    By Gadgetfreak, June 18, 2021   

    • eob
    • tag
    • (and 1 more)

      Tagged with:

      • eob
      • tag
      • erisapedia
    • 12 replies
    • 902 views
    • 
    • RatherBeGolfing
    • June 22, 2021

22. Hiring Experienced 401(k) Administrator in 2021

    By susieQ, May 20, 2021
    • 19 replies
    • 795 views
    • 
    • MoJo
    • June 11, 2021

23. Cloud / Desktop As a Service

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

24. TPA Selling Business

    By TPA Selling Business, April 29, 2021
    • 5 replies
    • 735 views
    • 
    • Jrh1124
    • May 6, 2021

25. Selling my TPA firm

    By Minnesota planner, January 23, 2021
    • 3 replies
    • 790 views
    • 
    • DRP
    • April 30, 2021