Operating a TPA or Consulting Firm

312 topics in this forum

1. Average salary, plan count for administrators

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

2. E&O insurance for TPA???

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

3. Record Retention for Terminated Clients

   By seatpa, April 15, 2017
   • 5 replies
   • 1.3k views
   • 
   • Retirement ForUsAll
   • December 17, 2018

4. 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
   • 479 views
   • 
   • 401(k)athryn
   • October 29, 2018

5. Small TPA looking to expand

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

6. Relius Contractor

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

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

   By Peter Gulia, August 28, 2018   

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

8. Acquisition/Partnership Opportunities

   By EastCoast TPA, June 14, 2017
   • 7 replies
   • 1.2k views
   • 
   • SM
   • July 10, 2018

9. PLANS FOR SALE

   By MidSouthTPA, April 17, 2018
   • 6 replies
   • 1.2k views
   • 
   • SM
   • July 10, 2018

10. Service Agreements vs Purchase Orders

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

11. Target Clients

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

12. 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
    • 613 views
    • 
    • JamesK
    • April 4, 2018

13. Changing Admin Software

    By perplexedbypensions, September 22, 2017   

    • admin software
    • datair
    • (and 1 more)

      Tagged with:

      • admin software
      • datair
      • ft williams
    • 14 replies
    • 2k views
    • 
    • Kevin C
    • March 29, 2018

14. Tax Reform for TPA's

    By ERISAd and confused, February 13, 2018   

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

15. Business Activity Code for TPA firm

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

16. Training Courses

    By coleboy, January 11, 2018
    • 12 replies
    • 2.2k views
    • 
    • Belgarath
    • January 24, 2018

17. Deconversion Fee

    By goldtpa, November 28, 2017
    • 11 replies
    • 1.8k views
    • 
    • Pam Shoup
    • November 30, 2017

18. SEEKING TO PURCHASE MEDICAL TPA

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

19. 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
    • 551 views
    • 
    • ESOP Guy
    • November 3, 2017

20. Employee staffing structure

    By ESI2015, August 9, 2017
    • 16 replies
    • 1.3k views
    • 
    • K2retire
    • August 22, 2017

21. DOL - Vendor Audit

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

22. TPA administration firm

    By Antonb1985, May 31, 2017
    • 14 replies
    • 1.3k views
    • 
    • HBinMA
    • May 31, 2017

23. Prior TPA Not Cooperating

    By pjbaer, March 3, 2017   

    • tpa professionalism
    • 7 replies
    • 1k views
    • 
    • MoJo
    • March 6, 2017

24. Online Personality Tests

    By Gadgetfreak, February 6, 2017   

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

25. Selling your book of business

    By TPA4SALE, January 29, 2016
    • 2 replies
    • 1.3k views
    • 
    • HarleyBabe
    • February 17, 2017