Operating a TPA or Consulting Firm

277 topics in this forum

1. ASPPA code of conduct

   By Bird, October 14, 2019
   • 11 replies
   • 1,224 views
   • 
   • Larry Starr
   • December 12, 2019

2. 3(16) Services as a TPA

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

3. I am considering selling my TPA practice.

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

4. If our client steals the plan...

   By Dalai Pookah, October 23, 2019   

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

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

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

6. FT William DTS

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

7. 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
   • 362 views
   • 
   • Bri
   • July 26, 2019

8. Client Payroll Issue

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

9. E-mail Retention Policy

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

10. Admin Agreements with new client

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

11. TPA Firms For Sale

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

12. Becoming an Owner

    By Guest Vanilla, June 13, 2013   

    • TPA Owner
    • 4 replies
    • 2,138 views
    • 
    • D.W. Gillman
    • June 6, 2019

13. In Acquisition Mode

    By Steve A, May 30, 2019   

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

14. Average salary, plan count for administrators

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

15. E&O insurance for TPA???

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

16. Record Retention for Terminated Clients

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

17. 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
    • 377 views
    • 
    • 401(k)athryn
    • October 29, 2018

18. Small TPA looking to expand

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

19. Relius Contractor

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

20. Refusing to submit your client’s Form 5500 report

    By Peter Gulia, August 28, 2018   

    • form 5500; efast2
    • 9 replies
    • 586 views
    • 
    • david rigby
    • August 30, 2018

21. Acquisition/Partnership Opportunities

    By EastCoast TPA, June 14, 2017
    • 7 replies
    • 1,001 views
    • 
    • SM
    • July 10, 2018

22. PLANS FOR SALE

    By MidSouthTPA, April 17, 2018
    • 6 replies
    • 1,042 views
    • 
    • SM
    • July 10, 2018

23. Service Agreements vs Purchase Orders

    By chuTzPA, May 23, 2018
    • 7 replies
    • 519 views
    • 
    • rr_sphr
    • May 24, 2018

24. Target Clients

    By ERISAAPPLE, May 3, 2018
    • 4 replies
    • 524 views
    • 
    • ratherbereading
    • May 7, 2018

25. Admin Software

    By Lisa.Q, June 30, 2017
    • 7 replies
    • 937 views
    • 
    • thepensionmaven
    • May 2, 2018