Operating a TPA or Consulting Firm

305 topics in this forum

1. Selling my TPA firm

   By Minnesota planner, January 23
   • 2 replies
   • 249 views
   • 
   • SM
   • February 10

2. TPA partnership for lucrative Ethnic market

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

3. Should I Purchase TPA/Record Keeper?

   By tedschumann, January 10
   • 2 replies
   • 180 views
   • 
   • Retired, but still reading
   • January 11

4. TPA/ Administrator's Workload 1 2

   By coleboy, December 9, 2020
   • 25 replies
   • 756 views
   • 
   • coleboy
   • December 16, 2020

5. Request for plan docs

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

6. Workflkow tracking software

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

7. RPA (Robotic Process Automation)

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

8. Paperless / PDF Software

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

9. Looking for a TPA

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

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

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

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

    By Peter Gulia, September 24, 2020   

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

12. Records Retention

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

13. Org Structure

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

14. When selling your TPA business

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

15. Admin Software

    By Lisa.Q, June 30, 2017
    • 11 replies
    • 1.3k views
    • 
    • Sriganesh Raman
    • July 1, 2020

16. Time Tracking Software

    By HollyD, May 26, 2020   

    • software
    • billing
    • (and 1 more)

      Tagged with:

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

17. How many disclosure items in a typical year?

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

18. Are Paycheck Protection Program uncertainties resolved?

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

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

    By Peter Gulia, May 21, 2020   

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

20. I am considering selling my TPA practice.

    By Guest TPA Firm Seller 2019, September 2, 2019
    • 6 replies
    • 1.4k views
    • 
    • Retired, but still reading
    • May 13, 2020

21. PPP Validation?

    By AmyETPA, April 29, 2020
    • 13 replies
    • 551 views
    • 
    • Catch22PGM
    • May 7, 2020

22. May an employer claim the CARES employee-retention credit if the only expenses are for not-working employees’ health coverage?

    By Peter Gulia, May 5, 2020   

    • cares act; professional conduct
    • 2 replies
    • 160 views
    • 
    • Larry Starr
    • May 5, 2020

23. Business Continuity Plans for smaller tpa firms

    By TPApril, March 29, 2020
    • 8 replies
    • 413 views
    • 
    • leevena
    • May 1, 2020

24. Circular 230 Ethics

    By thepensionmaven, April 22, 2020
    • 11 replies
    • 470 views
    • 
    • Retired, but still reading
    • April 29, 2020

25. More money for Paycheck Protection Program

    By Peter Gulia, April 21, 2020
    • 3 replies
    • 252 views
    • 
    • Diane Thompson
    • April 23, 2020