Operating a TPA or Consulting Firm

295 topics in this forum

1. FT William DTS

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

2. 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
   • 433 views
   • 
   • Bri
   • July 26, 2019

3. Client Payroll Issue

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

4. E-mail Retention Policy

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

5. Admin Agreements with new client

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

6. TPA Firms For Sale

   By Lifer, June 16, 2017
   • 4 replies
   • 1,042 views
   • 
   • D.W. Gillman
   • June 6, 2019

7. Becoming an Owner

   By Guest Vanilla, June 13, 2013   

   • TPA Owner
   • 4 replies
   • 2,189 views
   • 
   • D.W. Gillman
   • June 6, 2019

8. In Acquisition Mode

   By Steve A, May 30, 2019   

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

9. Average salary, plan count for administrators

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

10. E&O insurance for TPA???

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

11. Record Retention for Terminated Clients

    By seatpa, April 15, 2017
    • 5 replies
    • 1,098 views
    • 
    • Retirement ForUsAll
    • December 17, 2018

12. 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
    • 408 views
    • 
    • 401(k)athryn
    • October 29, 2018

13. Small TPA looking to expand

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

14. Relius Contractor

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

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

    By Peter Gulia, August 28, 2018   

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

16. Acquisition/Partnership Opportunities

    By EastCoast TPA, June 14, 2017
    • 7 replies
    • 1,076 views
    • 
    • SM
    • July 10, 2018

17. PLANS FOR SALE

    By MidSouthTPA, April 17, 2018
    • 6 replies
    • 1,108 views
    • 
    • SM
    • July 10, 2018

18. Service Agreements vs Purchase Orders

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

19. Target Clients

    By ERISAAPPLE, May 3, 2018
    • 4 replies
    • 551 views
    • 
    • ratherbereading
    • May 7, 2018

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

    By Peter Gulia, April 2, 2018
    • 6 replies
    • 576 views
    • 
    • JamesK
    • April 4, 2018

21. Changing Admin Software

    By perplexedbypensions, September 22, 2017   

    • admin software
    • datair
    • (and 1 more)

      Tagged with:

      • admin software
      • datair
      • ft williams
    • 14 replies
    • 1,520 views
    • 
    • Kevin C
    • March 29, 2018

22. Tax Reform for TPA's

    By ERISAd and confused, February 13, 2018   

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

23. Business Activity Code for TPA firm

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

24. Training Courses

    By coleboy, January 11, 2018
    • 12 replies
    • 1,793 views
    • 
    • Belgarath
    • January 24, 2018

25. Deconversion Fee

    By goldtpa, November 28, 2017
    • 11 replies
    • 1,481 views
    • 
    • Pam Shoup
    • November 30, 2017