Operating a TPA or Consulting Firm

269 topics in this forum

1. Admin Agreements with new client

   By HarleyBabe, yesterday at 03:49 PM
   • 0 replies
   • 37 views
   • 
   • HarleyBabe
   • Yesterday at 03:49 PM

2. E-mail Retention Policy

   By JWRB, June 14
   • 3 replies
   • 144 views
   • 
   • david rigby
   • Tuesday at 03:27 PM

3. TPA Firms For Sale

   By Lifer, June 16, 2017
   • 4 replies
   • 747 views
   • 
   • D.W. Gillman
   • June 6

4. Becoming an Owner

   By Guest Vanilla, June 13, 2013   

   • TPA Owner
   • 4 replies
   • 2,010 views
   • 
   • D.W. Gillman
   • June 6

5. In Acquisition Mode

   By Steve A, May 30   

   • tpa owner
   • 0 replies
   • 74 views
   • 
   • Steve A
   • May 30

6. Average salary, plan count for administrators

   By davisbmsc1, March 4
   • 3 replies
   • 561 views
   • 
   • davisbmsc1
   • March 5

7. E&O insurance for TPA???

   By Lori H, August 28, 2018
   • 4 replies
   • 514 views
   • 
   • thepensionmaven
   • January 14

8. Record Retention for Terminated Clients

   By seatpa, April 15, 2017
   • 5 replies
   • 739 views
   • 
   • Retirement ForUsAll
   • December 17, 2018

9. Firm Organization - Separate roles for client communciation vs. administration or does the plan administrator do it all?

   By 401(k)athryn, October 24, 2018
   • 3 replies
   • 294 views
   • 
   • 401(k)athryn
   • October 29, 2018

10. Small TPA looking to expand

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

11. Relius Contractor

    By Doghouse, July 13, 2018
    • 4 replies
    • 662 views
    • 
    • Nic Pospiech
    • August 30, 2018

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

    By Fiduciary Guidance Counsel, August 28, 2018   

    • form 5500; efast2
    • 9 replies
    • 471 views
    • 
    • david rigby
    • August 30, 2018

13. Acquisition/Partnership Opportunities

    By EastCoast TPA, June 14, 2017
    • 7 replies
    • 859 views
    • 
    • SM
    • July 10, 2018

14. PLANS FOR SALE

    By MidSouthTPA, April 17, 2018
    • 6 replies
    • 900 views
    • 
    • SM
    • July 10, 2018

15. Service Agreements vs Purchase Orders

    By chuTzPA, May 23, 2018
    • 7 replies
    • 448 views
    • 
    • rr_sphr
    • May 24, 2018

16. Target Clients

    By ERISAAPPLE, May 3, 2018
    • 4 replies
    • 442 views
    • 
    • CEB50
    • May 7, 2018

17. Admin Software

    By Lisa.Q, June 30, 2017
    • 7 replies
    • 777 views
    • 
    • thepensionmaven
    • May 2, 2018

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

    By Fiduciary Guidance Counsel, April 2, 2018
    • 6 replies
    • 478 views
    • 
    • JamesK
    • April 4, 2018

19. Changing Admin Software

    By perplexedbypensions, September 22, 2017   

    • admin software
    • datair
    • (and 1 more)

      Tagged with:

      • admin software
      • datair
      • ft williams
    • 14 replies
    • 1,083 views
    • 
    • Kevin C
    • March 29, 2018

20. Tax Reform for TPA's

    By ERISAd and confused, February 13, 2018   

    • tax reform
    • professional services
    • 3 replies
    • 641 views
    • 
    • david rigby
    • February 14, 2018

21. Business Activity Code for TPA firm

    By Sully, February 3, 2018
    • 4 replies
    • 362 views
    • 
    • Suzanne Wynn, JD, LLM Tax
    • February 6, 2018

22. Training Courses

    By coleboy, January 11, 2018
    • 12 replies
    • 1,363 views
    • 
    • Belgarath
    • January 24, 2018

23. Deconversion Fee

    By goldtpa, November 28, 2017
    • 11 replies
    • 1,005 views
    • 
    • Pam Shoup
    • November 30, 2017

24. SEEKING TO PURCHASE MEDICAL TPA

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

25. 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
    • 410 views
    • 
    • ESOP Guy
    • November 3, 2017