Operating a TPA or Consulting Firm

264 topics in this forum

1. Small TPA looking to expand

   By TPAexplorer, 2 hours ago
   • 0 replies
   • 11 views
   • 
   • TPAexplorer
   • 2 hours ago

2. Relius Contractor

   By Doghouse, July 13
   • 4 replies
   • 525 views
   • 
   • Nic Pospiech
   • August 30

3. Refusing to submit your client’s Form 5500 report

   By Fiduciary Guidance Counsel, August 28   

   • form 5500; efast2
   • 9 replies
   • 334 views
   • 
   • david rigby
   • August 30

4. E&O insurance for TPA???

   By Lori H, August 28
   • 3 replies
   • 140 views
   • 
   • Lori H
   • August 29

5. Acquisition/Partnership Opportunities

   By EastCoast TPA, June 14, 2017
   • 7 replies
   • 681 views
   • 
   • SM
   • July 10

6. PLANS FOR SALE

   By MidSouthTPA, April 17
   • 6 replies
   • 720 views
   • 
   • SM
   • July 10

7. Service Agreements vs Purchase Orders

   By chuTzPA, May 23
   • 7 replies
   • 338 views
   • 
   • rr_sphr
   • May 24

8. Target Clients

   By ERISAAPPLE, May 3
   • 4 replies
   • 359 views
   • 
   • CEW
   • May 7

9. Admin Software

   By Lisa.Q, June 30, 2017
   • 7 replies
   • 663 views
   • 
   • thepensionmaven
   • May 2

10. Does anyone check whether a new customer's executive has been barred from serving as a fiduciary?

    By Fiduciary Guidance Counsel, April 2
    • 6 replies
    • 384 views
    • 
    • JamesK
    • April 4

11. Changing Admin Software

    By perplexedbypensions, September 22, 2017   

    • admin software
    • datair
    • (and 1 more)

      Tagged with:

      • admin software
      • datair
      • ft williams
    • 14 replies
    • 952 views
    • 
    • Kevin C
    • March 29

12. Tax Reform for TPA's

    By ERISAd and confused, February 13   

    • tax reform
    • professional services
    • 3 replies
    • 556 views
    • 
    • david rigby
    • February 14

13. Business Activity Code for TPA firm

    By Sully, February 3
    • 4 replies
    • 287 views
    • 
    • Suzanne Wynn, JD, LLM Tax
    • February 6

14. Training Courses

    By coleboy, January 11
    • 12 replies
    • 1,161 views
    • 
    • Belgarath
    • January 24

15. Deconversion Fee

    By goldtpa, November 28, 2017
    • 11 replies
    • 845 views
    • 
    • Pam Shoup
    • November 30, 2017

16. SEEKING TO PURCHASE MEDICAL TPA

    By Ken Harrison, November 19, 2017
    • 0 replies
    • 232 views
    • 
    • Ken Harrison
    • November 19, 2017

17. Corrective Dist Authorization

    By JGarbot, November 2, 2017   

    • client authorization
    • fiduciary liability
    • (and 3 more)

      Tagged with:

      • client authorization
      • fiduciary liability
      • best practices
      • adp corrections
      • daily plan administration
    • 11 replies
    • 355 views
    • 
    • ESOP Guy
    • November 3, 2017

18. Employee staffing structure

    By ESI2015, August 9, 2017
    • 16 replies
    • 887 views
    • 
    • K2retire
    • August 22, 2017

19. DOL - Vendor Audit

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

20. TPA Firms For Sale

    By Lifer, June 16, 2017
    • 3 replies
    • 573 views
    • 
    • Richard Carpenter
    • June 16, 2017

21. TPA administration firm

    By Antonb1985, May 31, 2017
    • 14 replies
    • 713 views
    • 
    • HBinMA
    • May 31, 2017

22. For which situations does a TPA get a Form 2848 to represent a taxpayer before the IRS?

    By Fiduciary Guidance Counsel, April 21, 2017
    • 14 replies
    • 822 views
    • 
    • Fiduciary Guidance Counsel
    • April 21, 2017

23. Record Retention for Terminated Clients

    By seatpa, April 15, 2017
    • 4 replies
    • 426 views
    • 
    • CuseFan
    • April 17, 2017

24. Prior TPA Not Cooperating

    By pjbaer, March 3, 2017   

    • tpa professionalism
    • 7 replies
    • 757 views
    • 
    • MoJo
    • March 6, 2017

25. Online Personality Tests

    By Gadgetfreak, February 6, 2017   

    • hiring
    • 9 replies
    • 576 views
    • 
    • Tom Poje
    • February 22, 2017