Operating a TPA or Consulting Firm

311 topics in this forum

1. Data retention of former clients

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

2. TPA/ Administrator's Workload 1 2

   By coleboy, December 9, 2020
   • 26 replies
   • 1k views
   • 
   • RatherBeGolfing
   • July 12

3. EOB vs. TAG vs. ERISApedia

   By Gadgetfreak, June 18   

   • eob
   • tag
   • (and 1 more)

     Tagged with:

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

4. Hiring Experienced 401(k) Administrator in 2021

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

5. Cloud / Desktop As a Service

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

6. TPA Selling Business

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

7. Selling my TPA firm

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

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

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

9. Should I Purchase TPA/Record Keeper?

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

10. TPA partnership for lucrative Ethnic market

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

11. Request for plan docs

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

12. Workflkow tracking software

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

13. RPA (Robotic Process Automation)

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

14. Paperless / PDF Software

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

15. Looking for a TPA

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

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

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

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

    By Peter Gulia, September 24, 2020   

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

18. Records Retention

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

19. Org Structure

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

20. When selling your TPA business

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

21. Admin Software

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

22. Time Tracking Software

    By HollyD, May 26, 2020   

    • software
    • billing
    • (and 1 more)

      Tagged with:

      • software
      • billing
      • time tracking
    • 1 reply
    • 266 views
    • 
    • Effen
    • June 22, 2020

23. How many disclosure items in a typical year?

    By Peter Gulia, June 11, 2020
    • 10 replies
    • 414 views
    • 
    • RatherBeGolfing
    • June 12, 2020

24. Are Paycheck Protection Program uncertainties resolved?

    By Peter Gulia, June 4, 2020
    • 8 replies
    • 423 views
    • 
    • Peter Gulia
    • June 8, 2020

25. Does anyone get an opinion letter to resolve Paycheck Protection Program uncertainties?

    By Peter Gulia, May 21, 2020   

    • paycheck protection program
    • 6 replies
    • 330 views
    • 
    • Mike Preston
    • May 21, 2020