Operating a TPA or Consulting Firm

296 topics in this forum

1. Records Retention

   By imchipbrown, August 30
   • 1 reply
   • 226 views
   • 
   • Retired, but still reading
   • August 31

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

   By Dave Baker, July 24
   • 23 replies
   • 620 views
   • 
   • Larry Starr
   • July 29

3. Org Structure

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

4. When selling your TPA business

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

5. Admin Software

   By Lisa.Q, June 30, 2017
   • 11 replies
   • 1,161 views
   • 
   • Sriganesh Raman
   • July 1

6. Time Tracking Software

   By HollyD, May 26   

   • software
   • billing
   • (and 1 more)

     Tagged with:

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

7. Looking for a TPA

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

8. How many disclosure items in a typical year?

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

9. Are Paycheck Protection Program uncertainties resolved?

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

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

    By Peter Gulia, May 21   

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

11. I am considering selling my TPA practice.

    By Guest TPA Firm Seller 2019, September 2, 2019
    • 6 replies
    • 1,141 views
    • 
    • Retired, but still reading
    • May 13

12. PPP Validation?

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

13. 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
    • 125 views
    • 
    • Larry Starr
    • May 5

14. Business Continuity Plans for smaller tpa firms

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

15. Circular 230 Ethics

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

16. More money for Paycheck Protection Program

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

17. TPA as Trustee in Plan Document

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

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

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

19. Secure data exchange website

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

20. Are TPA Firms "Essential"

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

21. Fee survey/question

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

22. Plan's right upon termination of TPA

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

23. 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
    • 1,286 views
    • 
    • C. B. Zeller
    • February 25

24. ASPPA code of conduct

    By Bird, October 14, 2019
    • 11 replies
    • 1,821 views
    • 
    • Larry Starr
    • December 12, 2019

25. 3(16) Services as a TPA

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