Operating a TPA or Consulting Firm

266 topics in this forum

1. Average salary, plan count for administrators

   By davisbmsc1, March 4
   • 3 replies
   • 319 views
   • 
   • davisbmsc1
   • March 5

2. E&O insurance for TPA???

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

3. Record Retention for Terminated Clients

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

4. 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
   • 261 views
   • 
   • 401(k)athryn
   • October 29, 2018

5. Small TPA looking to expand

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

6. Relius Contractor

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

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

   By Fiduciary Guidance Counsel, August 28, 2018   

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

8. Acquisition/Partnership Opportunities

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

9. PLANS FOR SALE

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

10. Service Agreements vs Purchase Orders

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

11. Target Clients

    By ERISAAPPLE, May 3, 2018
    • 4 replies
    • 420 views
    • 
    • CEW
    • May 7, 2018

12. Admin Software

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

13. Does anyone check whether a new customer's executive has been barred from serving as a fiduciary?

    By Fiduciary Guidance Counsel, April 2, 2018
    • 6 replies
    • 461 views
    • 
    • JamesK
    • April 4, 2018

14. Changing Admin Software

    By perplexedbypensions, September 22, 2017   

    • admin software
    • datair
    • (and 1 more)

      Tagged with:

      • admin software
      • datair
      • ft williams
    • 14 replies
    • 1,038 views
    • 
    • Kevin C
    • March 29, 2018

15. Tax Reform for TPA's

    By ERISAd and confused, February 13, 2018   

    • tax reform
    • professional services
    • 3 replies
    • 621 views
    • 
    • david rigby
    • February 14, 2018

16. Business Activity Code for TPA firm

    By Sully, February 3, 2018
    • 4 replies
    • 343 views
    • 
    • Suzanne Wynn, JD, LLM Tax
    • February 6, 2018

17. Training Courses

    By coleboy, January 11, 2018
    • 12 replies
    • 1,292 views
    • 
    • Belgarath
    • January 24, 2018

18. Deconversion Fee

    By goldtpa, November 28, 2017
    • 11 replies
    • 956 views
    • 
    • Pam Shoup
    • November 30, 2017

19. SEEKING TO PURCHASE MEDICAL TPA

    By Ken Harrison, November 19, 2017
    • 0 replies
    • 282 views
    • 
    • Ken Harrison
    • November 19, 2017

20. Corrective Dist Authorization

    By JGarbot, November 2, 2017   

    • client authorization
    • fiduciary liability
    • (and 3 more)

      Tagged with:

      • client authorization
      • fiduciary liability
      • best practices
      • adp corrections
      • daily plan administration
    • 11 replies
    • 396 views
    • 
    • ESOP Guy
    • November 3, 2017

21. Employee staffing structure

    By ESI2015, August 9, 2017
    • 16 replies
    • 1,031 views
    • 
    • K2retire
    • August 22, 2017

22. DOL - Vendor Audit

    By Kudos26, August 22, 2017
    • 0 replies
    • 232 views
    • 
    • Kudos26
    • August 22, 2017

23. TPA Firms For Sale

    By Lifer, June 16, 2017
    • 3 replies
    • 664 views
    • 
    • Richard Carpenter
    • June 16, 2017

24. TPA administration firm

    By Antonb1985, May 31, 2017
    • 14 replies
    • 862 views
    • 
    • HBinMA
    • May 31, 2017

25. For which situations does a TPA get a Form 2848 to represent a taxpayer before the IRS?

    By Fiduciary Guidance Counsel, April 21, 2017
    • 14 replies
    • 916 views
    • 
    • Fiduciary Guidance Counsel
    • April 21, 2017