Operating a TPA or Consulting Firm

335 topics in this forum

1. What's a better name than "TPA"? 1 2

   By Dave Baker, July 24, 2020
   • 29 replies
   • 2.2k views
   • 
   • Below Ground
   • Wednesday at 09:13 PM

2. How many years of emails are you saving?

   By austin3515, Tuesday at 02:30 PM
   • 13 replies
   • 238 views
   • 
   • Below Ground
   • Wednesday at 09:06 PM

3. Can Anyone Locate CWM Retirement Plan Services?

   By ERISA1, May 23
   • 7 replies
   • 335 views
   • 
   • Kansas401k
   • May 26

4. ERISA Outline Book Login page

   By austin3515, April 29
   • 3 replies
   • 100 views
   • 
   • austin3515
   • April 30

5. How much of your work involves a formal appearance before the IRS?

   By Peter Gulia, July 11, 2022
   • 11 replies
   • 596 views
   • 
   • Peter Gulia
   • February 23

6. Moving from Accrual to Cash Basis for 5500 and other year-end reporting

   By M.B.S., QKC, QKA, January 27
   • 0 replies
   • 282 views
   • 
   • M.B.S., QKC, QKA
   • January 27

7. Ethics

   By thepensionmaven, January 9
   • 9 replies
   • 495 views
   • 
   • Retired, but still reading
   • January 16

8. Looking For Actuary To Do Part-Time Remote Work

   By Connor, November 9, 2022
   • 3 replies
   • 568 views
   • 
   • Bill Presson
   • January 13

9. Administration, Testing, 5500 Document Software Vendors

   By susieQ, January 11
   • 0 replies
   • 116 views
   • 
   • susieQ
   • January 11

10. I am considering selling my TPA practice.

    By Guest TPA Firm Seller 2019, September 2, 2019
    • 8 replies
    • 2.8k views
    • 
    • Catch22PGM
    • October 18, 2022

11. A little help

    By thepensionmaven, September 3, 2022
    • 6 replies
    • 389 views
    • 
    • thepensionmaven
    • September 21, 2022

12. Engagement letters for TPA work

    By M Norton, September 20, 2022
    • 0 replies
    • 173 views
    • 
    • M Norton
    • September 20, 2022

13. Partnering with TPAs

    By RGAdvisor, September 13, 2022
    • 4 replies
    • 233 views
    • 
    • Luke Bailey
    • September 14, 2022

14. Which acts require a “manual” (rather than electronic) signature?

    By Peter Gulia, September 1, 2022   

    • electronic signature
    • 4 replies
    • 323 views
    • 
    • Peter Gulia
    • September 1, 2022

15. Sale of business

    By Mark Miller, January 7, 2022
    • 5 replies
    • 798 views
    • 
    • Steven Musmanno
    • August 15, 2022

16. IT Outsourcing Vendors

    By John314, August 11, 2022
    • 1 reply
    • 155 views
    • 
    • StephenD
    • August 12, 2022

17. Report Generator Software - paperless reporting

    By Danno805, June 21, 2022
    • 3 replies
    • 281 views
    • 
    • Danno805
    • June 30, 2022

18. DOL cybersecurity topics

    By AlbanyConsultant, January 28, 2022
    • 8 replies
    • 832 views
    • 
    • Peter Gulia
    • April 21, 2022

19. Client property or TPA property

    By thepensionmaven, March 30, 2022
    • 3 replies
    • 467 views
    • 
    • Pam Shoup
    • March 31, 2022

20. Does a recordkeeper change a plan’s fund without telling the plan’s sponsor?

    By Peter Gulia, March 22, 2022   

    • fund change; recordkeeper; custodian
    • 7 replies
    • 474 views
    • 
    • Peter Gulia
    • March 24, 2022

21. Choosing Other TPA or setup a Backroom Team

    By John Smith, January 1, 2022
    • 6 replies
    • 465 views
    • 
    • Retired, but still reading
    • January 15, 2022

22. TPA Billing Software

    By austin3515, October 28, 2021
    • 1 reply
    • 440 views
    • 
    • Retired, but still reading
    • October 30, 2021

23. Projection Software

    By Archimage, October 6, 2021
    • 2 replies
    • 350 views
    • 
    • Archimage
    • October 6, 2021

24. minor conflict of interest question

    By TPApril, September 30, 2021
    • 4 replies
    • 480 views
    • 
    • imchipbrown
    • October 1, 2021

25. Looking to Buy DB Plan Servicing from Actuary

    By FSP, September 26, 2021
    • 1 reply
    • 448 views
    • 
    • bvhea
    • September 27, 2021