Operating a TPA or Consulting Firm

307 topics in this forum

1. TPA Selling Business

   By TPA Selling Business, April 29
   • 5 replies
   • 198 views
   • 
   • Jrh1124
   • Thursday at 05:40 PM

2. Selling my TPA firm

   By Minnesota planner, January 23
   • 3 replies
   • 432 views
   • 
   • DRP
   • April 30

3. TPA needs support staff on and off - contract employees

   By HarleyBabe, April 9
   • 10 replies
   • 227 views
   • 
   • Lois Baker
   • April 13

4. Should I Purchase TPA/Record Keeper?

   By tedschumann, January 10
   • 3 replies
   • 296 views
   • 
   • RestAssured
   • March 26

5. TPA partnership for lucrative Ethnic market

   By Michael TPA, January 24
   • 1 reply
   • 243 views
   • 
   • DannytheTPA
   • February 1

6. TPA/ Administrator's Workload 1 2

   By coleboy, December 9, 2020
   • 25 replies
   • 869 views
   • 
   • coleboy
   • December 16, 2020

7. Request for plan docs

   By BG5150, December 9, 2020
   • 5 replies
   • 312 views
   • 
   • Lauren0507
   • December 11, 2020

8. Workflkow tracking software

   By BG5150, December 3, 2020
   • 5 replies
   • 292 views
   • 
   • Effen
   • December 10, 2020

9. RPA (Robotic Process Automation)

   By ESI2015, November 9, 2020
   • 4 replies
   • 440 views
   • 
   • ESI2015
   • November 11, 2020

10. Paperless / PDF Software

    By austin3515, September 30, 2020
    • 18 replies
    • 516 views
    • 
    • austin3515
    • October 11, 2020

11. Looking for a TPA

    By ITCONSTRUCTS, June 16, 2020
    • 1 reply
    • 344 views
    • 
    • thepensionmaven
    • October 7, 2020

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

    By Dave Baker, July 24, 2020
    • 24 replies
    • 802 views
    • 
    • thepensionmaven
    • October 7, 2020

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

    By Peter Gulia, September 24, 2020   

    • 3(16); discretion
    • 10 replies
    • 299 views
    • 
    • Peter Gulia
    • September 25, 2020

14. Records Retention

    By imchipbrown, August 30, 2020
    • 7 replies
    • 441 views
    • 
    • C. B. Zeller
    • September 24, 2020

15. Org Structure

    By Pensions2020, July 6, 2020
    • 5 replies
    • 425 views
    • 
    • Pensions2020
    • July 8, 2020

16. When selling your TPA business

    By Santo Gold, July 1, 2020
    • 6 replies
    • 613 views
    • 
    • Retired, but still reading
    • July 3, 2020

17. Admin Software

    By Lisa.Q, June 30, 2017
    • 11 replies
    • 1.3k views
    • 
    • Sriganesh Raman
    • July 1, 2020

18. Time Tracking Software

    By HollyD, May 26, 2020   

    • software
    • billing
    • (and 1 more)

      Tagged with:

      • software
      • billing
      • time tracking
    • 1 reply
    • 230 views
    • 
    • Effen
    • June 22, 2020

19. How many disclosure items in a typical year?

    By Peter Gulia, June 11, 2020
    • 10 replies
    • 349 views
    • 
    • RatherBeGolfing
    • June 12, 2020

20. Are Paycheck Protection Program uncertainties resolved?

    By Peter Gulia, June 4, 2020
    • 8 replies
    • 396 views
    • 
    • Peter Gulia
    • June 8, 2020

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

    By Peter Gulia, May 21, 2020   

    • paycheck protection program
    • 6 replies
    • 313 views
    • 
    • Mike Preston
    • May 21, 2020

22. I am considering selling my TPA practice.

    By Guest TPA Firm Seller 2019, September 2, 2019
    • 6 replies
    • 1.6k views
    • 
    • Retired, but still reading
    • May 13, 2020

23. PPP Validation?

    By AmyETPA, April 29, 2020
    • 13 replies
    • 599 views
    • 
    • Catch22PGM
    • May 7, 2020

24. 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, 2020   

    • cares act; professional conduct
    • 2 replies
    • 167 views
    • 
    • Larry Starr
    • May 5, 2020

25. Business Continuity Plans for smaller tpa firms

    By TPApril, March 29, 2020
    • 8 replies
    • 429 views
    • 
    • leevena
    • May 1, 2020