Operating a TPA or Consulting Firm

332 topics in this forum

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

   By M.B.S., QKC, QKA, Friday at 09:01 PM
   • 0 replies
   • 36 views
   • 
   • M.B.S., QKC, QKA
   • Friday at 09:01 PM

2. Ethics

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

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

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

4. Administration, Testing, 5500 Document Software Vendors

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

5. I am considering selling my TPA practice.

   By Guest TPA Firm Seller 2019, September 2, 2019
   • 8 replies
   • 2.5k views
   • 
   • Catch22PGM
   • October 18, 2022

6. A little help

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

7. Engagement letters for TPA work

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

8. Partnering with TPAs

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

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

   By Peter Gulia, September 1, 2022   

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

10. Sale of business

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

11. IT Outsourcing Vendors

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

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

    By Peter Gulia, July 11, 2022
    • 9 replies
    • 296 views
    • 
    • Jeffry Lamb
    • July 12, 2022

13. Report Generator Software - paperless reporting

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

14. DOL cybersecurity topics

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

15. Client property or TPA property

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

16. 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
    • 355 views
    • 
    • Peter Gulia
    • March 24, 2022

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

    By Dave Baker, July 24, 2020
    • 25 replies
    • 2k views
    • 
    • thepensionmaven
    • February 28, 2022

18. Choosing Other TPA or setup a Backroom Team

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

19. TPA Billing Software

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

20. Projection Software

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

21. minor conflict of interest question

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

22. Looking to Buy DB Plan Servicing from Actuary

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

23. Cybersecurity Audit

    By Gilmore, August 26, 2021
    • 4 replies
    • 431 views
    • 
    • Gilmore
    • August 28, 2021

24. Data retention of former clients

    By TPApril, July 15, 2021
    • 2 replies
    • 451 views
    • 
    • Bob the Swimmer
    • July 16, 2021

25. TPA/ Administrator's Workload 1 2

    By coleboy, December 9, 2020
    • 26 replies
    • 2k views
    • 
    • RatherBeGolfing
    • July 12, 2021