Operating a TPA or Consulting Firm

300 topics in this forum

1. Workflkow tracking software

   By BG5150, 22 hours ago
   • 4 replies
   • 65 views
   • 
   • Gilmore
   • 16 hours ago

2. RPA (Robotic Process Automation)

   By ESI2015, November 9
   • 4 replies
   • 294 views
   • 
   • ESI2015
   • November 11

3. Paperless / PDF Software

   By austin3515, September 30
   • 18 replies
   • 393 views
   • 
   • austin3515
   • October 11

4. Looking for a TPA

   By ITCONSTRUCTS, June 16
   • 1 reply
   • 261 views
   • 
   • thepensionmaven
   • October 7

5. What's a better name than "TPA"?

   By Dave Baker, July 24
   • 24 replies
   • 700 views
   • 
   • thepensionmaven
   • October 7

6. May a plan’s administrator override the § 3(16) service provider?

   By Peter Gulia, September 24   

   • 3(16); discretion
   • 10 replies
   • 239 views
   • 
   • Peter Gulia
   • September 25

7. Records Retention

   By imchipbrown, August 30
   • 7 replies
   • 354 views
   • 
   • C. B. Zeller
   • September 24

8. Org Structure

   By Pensions2020, July 6
   • 5 replies
   • 383 views
   • 
   • Pensions2020
   • July 8

9. When selling your TPA business

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

10. Admin Software

    By Lisa.Q, June 30, 2017
    • 11 replies
    • 1,226 views
    • 
    • Sriganesh Raman
    • July 1

11. Time Tracking Software

    By HollyD, May 26   

    • software
    • billing
    • (and 1 more)

      Tagged with:

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

12. How many disclosure items in a typical year?

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

13. Are Paycheck Protection Program uncertainties resolved?

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

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

    By Peter Gulia, May 21   

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

15. I am considering selling my TPA practice.

    By Guest TPA Firm Seller 2019, September 2, 2019
    • 6 replies
    • 1,245 views
    • 
    • Retired, but still reading
    • May 13

16. PPP Validation?

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

17. 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
    • 140 views
    • 
    • Larry Starr
    • May 5

18. Business Continuity Plans for smaller tpa firms

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

19. Circular 230 Ethics

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

20. More money for Paycheck Protection Program

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

21. TPA as Trustee in Plan Document

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

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

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

23. Secure data exchange website

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

24. Are TPA Firms "Essential"

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

25. Fee survey/question

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