Operating a TPA or Consulting Firm

303 topics in this forum

1. Secure data exchange website

   By chuTzPA, March 31, 2020
   • 2 replies
   • 237 views
   • 
   • goldtpa
   • March 31, 2020

2. Are TPA Firms "Essential"

   By susieQ, March 30, 2020
   • 13 replies
   • 468 views
   • 
   • ratherbereading
   • March 31, 2020

3. Fee survey/question

   By ESOP Guy, March 11, 2020
   • 1 reply
   • 529 views
   • 
   • RatherBeGolfing
   • March 11, 2020

4. Plan's right upon termination of TPA

   By chuTzPA, March 2, 2020
   • 5 replies
   • 405 views
   • 
   • Pam Shoup
   • March 3, 2020

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

   By Peter Gulia, April 21, 2017
   • 18 replies
   • 1.3k views
   • 
   • C. B. Zeller
   • February 25, 2020

6. ASPPA code of conduct

   By Bird, October 14, 2019
   • 11 replies
   • 1.8k views
   • 
   • Larry Starr
   • December 12, 2019

7. 3(16) Services as a TPA

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

8. If our client steals the plan...

   By Dalai Pookah, October 23, 2019   

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

9. FT William DTS

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

10. 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
    • 464 views
    • 
    • Bri
    • July 26, 2019

11. Client Payroll Issue

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

12. E-mail Retention Policy

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

13. Admin Agreements with new client

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

14. TPA Firms For Sale

    By Lifer, June 16, 2017
    • 4 replies
    • 1.1k views
    • 
    • D.W. Gillman
    • June 6, 2019

15. Becoming an Owner

    By Guest Vanilla, June 13, 2013   

    • TPA Owner
    • 4 replies
    • 2.2k views
    • 
    • D.W. Gillman
    • June 6, 2019

16. In Acquisition Mode

    By Steve A, May 30, 2019   

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

17. Average salary, plan count for administrators

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

18. E&O insurance for TPA???

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

19. Record Retention for Terminated Clients

    By seatpa, April 15, 2017
    • 5 replies
    • 1.2k views
    • 
    • Retirement ForUsAll
    • December 17, 2018

20. 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
    • 429 views
    • 
    • 401(k)athryn
    • October 29, 2018

21. Small TPA looking to expand

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

22. Relius Contractor

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

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

    By Peter Gulia, August 28, 2018   

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

24. Acquisition/Partnership Opportunities

    By EastCoast TPA, June 14, 2017
    • 7 replies
    • 1.1k views
    • 
    • SM
    • July 10, 2018

25. PLANS FOR SALE

    By MidSouthTPA, April 17, 2018
    • 6 replies
    • 1.1k views
    • 
    • SM
    • July 10, 2018