Operating a TPA or Consulting Firm

315 topics in this forum

1. Projection Software

   By Archimage, October 6
   • 2 replies
   • 92 views
   • 
   • Archimage
   • October 6

2. minor conflict of interest question

   By TPApril, September 30
   • 4 replies
   • 221 views
   • 
   • imchipbrown
   • October 1

3. Looking to Buy DB Plan Servicing from Actuary

   By FSP, September 26
   • 1 reply
   • 116 views
   • 
   • bvhea
   • September 27

4. Cybersecurity Audit

   By Gilmore, August 26
   • 4 replies
   • 217 views
   • 
   • Gilmore
   • August 28

5. Data retention of former clients

   By TPApril, July 15
   • 2 replies
   • 273 views
   • 
   • Bob the Swimmer
   • July 16

6. TPA/ Administrator's Workload 1 2

   By coleboy, December 9, 2020
   • 26 replies
   • 1.1k views
   • 
   • RatherBeGolfing
   • July 12

7. EOB vs. TAG vs. ERISApedia

   By Gadgetfreak, June 18   

   • eob
   • tag
   • (and 1 more)

     Tagged with:

     • eob
     • tag
     • erisapedia
   • 12 replies
   • 442 views
   • 
   • RatherBeGolfing
   • June 22

8. Hiring Experienced 401(k) Administrator in 2021

   By susieQ, May 20
   • 19 replies
   • 400 views
   • 
   • MoJo
   • June 11

9. Cloud / Desktop As a Service

   By austin3515, May 10
   • 0 replies
   • 128 views
   • 
   • austin3515
   • May 10

10. TPA Selling Business

    By TPA Selling Business, April 29
    • 5 replies
    • 449 views
    • 
    • Jrh1124
    • May 6

11. Selling my TPA firm

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

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

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

13. Should I Purchase TPA/Record Keeper?

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

14. TPA partnership for lucrative Ethnic market

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

15. Request for plan docs

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

16. Workflkow tracking software

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

17. RPA (Robotic Process Automation)

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

18. Paperless / PDF Software

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

19. Looking for a TPA

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

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

    By Dave Baker, July 24, 2020
    • 24 replies
    • 1k views
    • 
    • thepensionmaven
    • October 7, 2020

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

    By Peter Gulia, September 24, 2020   

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

22. Records Retention

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

23. Org Structure

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

24. When selling your TPA business

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

25. Admin Software

    By Lisa.Q, June 30, 2017
    • 11 replies
    • 1.4k views
    • 
    • Sriganesh Raman
    • July 1, 2020