Operating a TPA or Consulting Firm

277 topics in this forum

1. 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
   • 543 views
   • 
   • JamesK
   • April 4, 2018

2. Changing Admin Software

   By perplexedbypensions, September 22, 2017   

   • admin software
   • datair
   • (and 1 more)

     Tagged with:

     • admin software
     • datair
     • ft williams
   • 14 replies
   • 1,300 views
   • 
   • Kevin C
   • March 29, 2018

3. Tax Reform for TPA's

   By ERISAd and confused, February 13, 2018   

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

4. Business Activity Code for TPA firm

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

5. Training Courses

   By coleboy, January 11, 2018
   • 12 replies
   • 1,631 views
   • 
   • Belgarath
   • January 24, 2018

6. Deconversion Fee

   By goldtpa, November 28, 2017
   • 11 replies
   • 1,249 views
   • 
   • Pam Shoup
   • November 30, 2017

7. SEEKING TO PURCHASE MEDICAL TPA

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

8. 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
   • 458 views
   • 
   • ESOP Guy
   • November 3, 2017

9. Employee staffing structure

   By ESI2015, August 9, 2017
   • 16 replies
   • 1,171 views
   • 
   • K2retire
   • August 22, 2017

10. DOL - Vendor Audit

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

11. TPA administration firm

    By Antonb1985, May 31, 2017
    • 14 replies
    • 1,018 views
    • 
    • HBinMA
    • May 31, 2017

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

    By Peter Gulia, April 21, 2017
    • 14 replies
    • 1,047 views
    • 
    • Peter Gulia
    • April 21, 2017

13. Prior TPA Not Cooperating

    By pjbaer, March 3, 2017   

    • tpa professionalism
    • 7 replies
    • 906 views
    • 
    • MoJo
    • March 6, 2017

14. Online Personality Tests

    By Gadgetfreak, February 6, 2017   

    • hiring
    • 9 replies
    • 677 views
    • 
    • Tom Poje
    • February 22, 2017

15. Selling your book of business

    By TPA4SALE, January 29, 2016
    • 2 replies
    • 1,212 views
    • 
    • HarleyBabe
    • February 17, 2017

16. Paperless

    By austin3515, February 3, 2017
    • 9 replies
    • 448 views
    • 
    • austin3515
    • February 7, 2017

17. Starting a TPA Firm from Scratch. Need Help!

    By Plan4Retirement, November 30, 2016   

    • new
    • tpa
    • (and 7 more)

      Tagged with:

      • new
      • tpa
      • firm
      • help
      • starting
      • cash balance
      • defined benefits
      • 401k
      • pension
    • 21 replies
    • 3,530 views
    • 
    • chuTzPA
    • December 28, 2016

18. Compensation Surveys

    By Lifer, November 22, 2016
    • 0 replies
    • 577 views
    • 
    • Lifer
    • November 22, 2016

19. Marketing idea for small tpa

    By chuTzPA, November 2, 2016
    • 4 replies
    • 952 views
    • 
    • chuTzPA
    • November 3, 2016

20. Paid expert reference services for TPAs

    By Golgi, October 27, 2016
    • 2 replies
    • 738 views
    • 
    • AndyH
    • October 28, 2016

21. Best Admin Software for MEPs

    By Guest C.Meyers, August 24, 2016
    • 2 replies
    • 887 views
    • 
    • mbvs
    • August 26, 2016

22. Best Education, Qualification, Conference?

    By matth100, July 10, 2016
    • 4 replies
    • 872 views
    • 
    • GMK
    • July 11, 2016

23. Pension TPA interested in being Acquired by Purchaser

    By Guest herbieglass, June 4, 2014   

    • tpa
    • sale
    • (and 7 more)

      Tagged with:

      • tpa
      • sale
      • merger
      • acquired
      • acqusition
      • pension tpa
      • 401k tpa
      • ria
      • sell
    • 2 replies
    • 3,048 views
    • 
    • gpacheco
    • July 7, 2016

24. TPA Contract Work

    By tpamanager6, April 22, 2016
    • 0 replies
    • 1,012 views
    • 
    • tpamanager6
    • April 22, 2016

25. Freelance / Fee per client

    By ITCONSTRUCTS, March 23, 2016
    • 1 reply
    • 985 views
    • 
    • Nate DeLong CPC
    • March 25, 2016