Operating a TPA or Consulting Firm

294 topics in this forum

1. Org Structure

   By Pensions2020, July 6
   • 5 replies
   • 199 views
   • 
   • Pensions2020
   • Wednesday at 03:24 PM

2. When selling your TPA business

   By Santo Gold, July 1
   • 6 replies
   • 257 views
   • 
   • Retired, but still reading
   • July 3

3. Admin Software

   By Lisa.Q, June 30, 2017
   • 11 replies
   • 1,088 views
   • 
   • Sriganesh Raman
   • July 1

4. Time Tracking Software

   By HollyD, May 26   

   • software
   • billing
   • (and 1 more)

     Tagged with:

     • software
     • billing
     • time tracking
   • 1 reply
   • 130 views
   • 
   • Effen
   • June 22

5. Looking for a TPA

   By ITCONSTRUCTS, June 16
   • 0 replies
   • 142 views
   • 
   • ITCONSTRUCTS
   • June 16

6. How many disclosure items in a typical year?

   By Peter Gulia, June 11
   • 10 replies
   • 227 views
   • 
   • RatherBeGolfing
   • June 12

7. Are Paycheck Protection Program uncertainties resolved?

   By Peter Gulia, June 4
   • 8 replies
   • 238 views
   • 
   • Peter Gulia
   • June 8

8. Does anyone get an opinion letter to resolve Paycheck Protection Program uncertainties?

   By Peter Gulia, May 21   

   • paycheck protection program
   • 6 replies
   • 207 views
   • 
   • Mike Preston
   • May 21

9. I am considering selling my TPA practice.

   By Guest TPA Firm Seller 2019, September 2, 2019
   • 6 replies
   • 1,064 views
   • 
   • Retired, but still reading
   • May 13

10. PPP Validation?

    By AmyETPA, April 29
    • 13 replies
    • 407 views
    • 
    • Catch22PGM
    • May 7

11. 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   

    • cares act; professional conduct
    • 2 replies
    • 102 views
    • 
    • Larry Starr
    • May 5

12. Business Continuity Plans for smaller tpa firms

    By TPApril, March 29
    • 8 replies
    • 338 views
    • 
    • leevena
    • May 1

13. Circular 230 Ethics

    By thepensionmaven, April 22
    • 11 replies
    • 392 views
    • 
    • Retired, but still reading
    • April 29

14. More money for Paycheck Protection Program

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

15. TPA as Trustee in Plan Document

    By JustMe, April 22
    • 6 replies
    • 198 views
    • 
    • Luke Bailey
    • April 23

16. LOOKING FOR 412(i) PLAN TPA FOR 1 PERSON PLAN

    By RayJJohnsonJr, October 10, 2019
    • 3 replies
    • 370 views
    • 
    • RayJJohnsonJr
    • April 7

17. Secure data exchange website

    By chuTzPA, March 31
    • 2 replies
    • 156 views
    • 
    • goldtpa
    • March 31

18. Are TPA Firms "Essential"

    By susieQ, March 30
    • 13 replies
    • 371 views
    • 
    • ratherbereading
    • March 31

19. Fee survey/question

    By ESOP Guy, March 11
    • 1 reply
    • 474 views
    • 
    • RatherBeGolfing
    • March 11

20. Plan's right upon termination of TPA

    By chuTzPA, March 2
    • 5 replies
    • 308 views
    • 
    • Pam Shoup
    • March 3

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

    By Peter Gulia, April 21, 2017
    • 18 replies
    • 1,261 views
    • 
    • C. B. Zeller
    • February 25

22. ASPPA code of conduct

    By Bird, October 14, 2019
    • 11 replies
    • 1,811 views
    • 
    • Larry Starr
    • December 12, 2019

23. 3(16) Services as a TPA

    By mjf06241972, November 2, 2019
    • 13 replies
    • 694 views
    • 
    • Pam Shoup
    • November 11, 2019

24. If our client steals the plan...

    By Dalai Pookah, October 23, 2019   

    • ethics crime
    • 6 replies
    • 741 views
    • 
    • Larry Starr
    • October 24, 2019

25. FT William DTS

    By RatherBeGolfing, August 14, 2019
    • 4 replies
    • 402 views
    • 
    • RatherBeGolfing
    • August 14, 2019