Operating a TPA or Consulting Firm

246 topics in this forum

1. TPA Firms For Sale

   By Lifer, June 16
   • 3 replies
   • 116 views
   • 
   • Richard Carpenter
   • June 16

2. Acquisition/Partnership Opportunities

   By EastCoast TPA, June 14
   • 5 replies
   • 155 views
   • 
   • CuseFan
   • June 15

3. TPA administration firm

   By Antonb1985, May 31
   • 14 replies
   • 323 views
   • 
   • HBinMA
   • May 31

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

   By Fiduciary Guidance Counsel, April 21
   • 14 replies
   • 461 views
   • 
   • Fiduciary Guidance Counsel
   • April 21

5. Record Retention for Terminated Clients

   By seatpa, April 15
   • 4 replies
   • 184 views
   • 
   • CuseFan
   • April 17

6. Prior TPA Not Cooperating

   By pjbaer, March 3   

   • tpa professionalism
   • 7 replies
   • 496 views
   • 
   • MoJo
   • March 6

7. Online Personality Tests

   By RPG, February 6   

   • hiring
   • 9 replies
   • 380 views
   • 
   • Tom Poje
   • February 22

8. Selling your book of business

   By TPA4SALE, January 29, 2016
   • 2 replies
   • 866 views
   • 
   • HarleyBabe
   • February 17

9. Paperless

   By austin3515, February 3
   • 9 replies
   • 257 views
   • 
   • austin3515
   • February 7

10. Starting a TPA Firm from Scratch. Need Help!

    By Plan4Retirement, November 30, 2016   

    • new
    • tpa
    • (and 7 more)

      Tagged with:

      • new
      • tpa
      • firm
      • help
      • starting
      • cash balance
      • defined benefits
      • 401k
      • pension
    • 21 replies
    • 1,397 views
    • 
    • chuTzPA
    • December 28, 2016

11. Compensation Surveys

    By Lifer, November 22, 2016
    • 0 replies
    • 341 views
    • 
    • Lifer
    • November 22, 2016

12. Marketing idea for small tpa

    By chuTzPA, November 2, 2016
    • 4 replies
    • 572 views
    • 
    • chuTzPA
    • November 3, 2016

13. Paid expert reference services for TPAs

    By Golgi, October 27, 2016
    • 2 replies
    • 507 views
    • 
    • AndyH
    • October 28, 2016

14. Best Admin Software for MEPs

    By Guest C.Meyers, August 24, 2016
    • 2 replies
    • 644 views
    • 
    • mbvs
    • August 26, 2016

15. Best Education, Qualification, Conference?

    By matth100, July 10, 2016
    • 4 replies
    • 635 views
    • 
    • GMK
    • July 11, 2016

16. Pension TPA interested in being Acquired by Purchaser

    By Guest herbieglass, June 4, 2014   

    • tpa
    • sale
    • (and 7 more)

      Tagged with:

      • tpa
      • sale
      • merger
      • acquired
      • acqusition
      • pension tpa
      • 401k tpa
      • ria
      • sell
    • 2 replies
    • 2,709 views
    • 
    • gpacheco
    • July 7, 2016

17. TPA Contract Work

    By tpamanager6, April 22, 2016
    • 0 replies
    • 807 views
    • 
    • tpamanager6
    • April 22, 2016

18. Freelance / Fee per client

    By ITCONSTRUCTS, March 23, 2016
    • 1 reply
    • 739 views
    • 
    • Nate DeLong CPC
    • March 25, 2016

19. Starting New TPA Practice

    By coleboy, September 10, 2014
    • 3 replies
    • 1,738 views
    • 
    • chuTzPA
    • March 10, 2016

20. One Person Office

    By Susan S., June 12, 2013
    • 11 replies
    • 1,809 views
    • 
    • chuTzPA
    • March 10, 2016

21. Paperless Office Solutions

    By CLE401kGuy, February 28, 2012
    • 8 replies
    • 3,750 views
    • 
    • CLE401kGuy
    • December 1, 2015

22. Should a recordkeeper or TPA try to get an employer to pay a past-due participant contribution?

    By Fiduciary Guidance Counsel, September 5, 2015
    • 8 replies
    • 923 views
    • 
    • david rigby
    • September 8, 2015

23. Reference Materials

    By mming, July 25, 2015
    • 0 replies
    • 722 views
    • 
    • mming
    • July 25, 2015

24. Paperless

    • 1
    • 2

    By austin3515, January 18, 2015
    • 30 replies
    • 3,336 views
    • 
    • My 2 cents
    • May 27, 2015

25. Selling My Firm

    By Guest Kevin1, May 7, 2013
    • 7 replies
    • 4,006 views
    • 
    • TPAacquistion101
    • October 17, 2014