Operating a TPA or Consulting Firm

282 topics in this forum

1. Business Continuity Plans for smaller tpa firms

   By TPApril, Sunday at 10:08 PM
   • 6 replies
   • 164 views
   • 
   • Lois Baker
   • Tuesday at 09:31 PM

2. Secure data exchange website

   By chuTzPA, Tuesday at 04:28 AM
   • 2 replies
   • 62 views
   • 
   • goldtpa
   • Tuesday at 03:48 PM

3. Are TPA Firms "Essential"

   By susieQ, Monday at 03:12 PM
   • 13 replies
   • 211 views
   • 
   • ratherbereading
   • Tuesday at 10:54 AM

4. Fee survey/question

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

5. Plan's right upon termination of TPA

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

6. 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
   • 1,183 views
   • 
   • C. B. Zeller
   • February 25

7. ASPPA code of conduct

   By Bird, October 14, 2019
   • 11 replies
   • 1,789 views
   • 
   • Larry Starr
   • December 12, 2019

8. 3(16) Services as a TPA

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

9. I am considering selling my TPA practice.

   By Guest TPA Firm Seller 2019, September 2, 2019
   • 4 replies
   • 859 views
   • 
   • Richard Wilson
   • October 30, 2019

10. If our client steals the plan...

    By Dalai Pookah, October 23, 2019   

    • ethics crime
    • 6 replies
    • 704 views
    • 
    • Larry Starr
    • October 24, 2019

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

    By RayJJohnsonJr, October 10, 2019
    • 2 replies
    • 218 views
    • 
    • ErnieG
    • October 11, 2019

12. FT William DTS

    By RatherBeGolfing, August 14, 2019
    • 4 replies
    • 370 views
    • 
    • RatherBeGolfing
    • August 14, 2019

13. Does a TPA know that a plan’s assets don’t qualify for the audit waiver?

    By Peter Gulia, July 25, 2019   

    • small plan; audit; independent qualified public accountant
    • 5 replies
    • 397 views
    • 
    • Bri
    • July 26, 2019

14. Client Payroll Issue

    By mming, June 25, 2019
    • 8 replies
    • 543 views
    • 
    • RatherBeGolfing
    • June 30, 2019

15. E-mail Retention Policy

    By JWRB, June 14, 2019
    • 9 replies
    • 440 views
    • 
    • ratherbereading
    • June 24, 2019

16. Admin Agreements with new client

    By HarleyBabe, June 19, 2019
    • 0 replies
    • 211 views
    • 
    • HarleyBabe
    • June 19, 2019

17. TPA Firms For Sale

    By Lifer, June 16, 2017
    • 4 replies
    • 996 views
    • 
    • D.W. Gillman
    • June 6, 2019

18. Becoming an Owner

    By Guest Vanilla, June 13, 2013   

    • TPA Owner
    • 4 replies
    • 2,159 views
    • 
    • D.W. Gillman
    • June 6, 2019

19. In Acquisition Mode

    By Steve A, May 30, 2019   

    • tpa owner
    • 0 replies
    • 177 views
    • 
    • Steve A
    • May 30, 2019

20. Average salary, plan count for administrators

    By davisbmsc1, March 4, 2019
    • 3 replies
    • 781 views
    • 
    • davisbmsc1
    • March 5, 2019

21. E&O insurance for TPA???

    By Lori H, August 28, 2018
    • 4 replies
    • 677 views
    • 
    • thepensionmaven
    • January 14, 2019

22. Record Retention for Terminated Clients

    By seatpa, April 15, 2017
    • 5 replies
    • 1,009 views
    • 
    • Retirement ForUsAll
    • December 17, 2018

23. 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
    • 399 views
    • 
    • 401(k)athryn
    • October 29, 2018

24. Small TPA looking to expand

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

25. Relius Contractor

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