Operating a TPA or Consulting Firm

277 topics in this forum

1. Starting New TPA Practice

   By coleboy, September 10, 2014
   • 3 replies
   • 1,996 views
   • 
   • chuTzPA
   • March 10, 2016

2. One Person Office

   By Susan S., June 12, 2013
   • 11 replies
   • 2,105 views
   • 
   • chuTzPA
   • March 10, 2016

3. Paperless Office Solutions

   By CLE401kGuy, February 28, 2012
   • 8 replies
   • 4,000 views
   • 
   • CLE401kGuy
   • December 1, 2015

4. Should a recordkeeper or TPA try to get an employer to pay a past-due participant contribution?

   By Peter Gulia, September 5, 2015
   • 8 replies
   • 1,090 views
   • 
   • david rigby
   • September 8, 2015

5. Reference Materials

   By mming, July 25, 2015
   • 0 replies
   • 936 views
   • 
   • mming
   • July 25, 2015

6. Paperless 1 2

   By austin3515, January 18, 2015
   • 30 replies
   • 3,938 views
   • 
   • My 2 cents
   • May 27, 2015

7. Selling My Firm

   By Guest Kevin1, May 7, 2013
   • 7 replies
   • 4,812 views
   • 
   • TPAacquistion101
   • October 17, 2014

8. e-filing Form 945

   By Bird, September 29, 2014
   • 3 replies
   • 1,675 views
   • 
   • Bird
   • October 7, 2014

9. 360 Plan

   By TPAVP, September 10, 2014
   • 3 replies
   • 1,024 views
   • 
   • QDROphile
   • September 10, 2014

10. Trends in tpa marketing and guaranteeing our work

    By chuTzPA, July 20, 2014
    • 3 replies
    • 1,474 views
    • 
    • Kevin C
    • July 22, 2014

11. Circular 230 Disclaimer: Amend or Delete?

    By PensionPro, July 17, 2014
    • 5 replies
    • 1,544 views
    • 
    • My 2 cents
    • July 21, 2014

12. RFP for financial advisor?

    By AlbanyConsultant, June 11, 2014
    • 2 replies
    • 1,350 views
    • 
    • AlbanyConsultant
    • June 24, 2014

13. per partiicpant tpa charges

    By draper1, May 8, 2014
    • 4 replies
    • 1,434 views
    • 
    • NJ Mike
    • May 8, 2014

14. Marketing Tools

    By KevinMc, April 11, 2014
    • 2 replies
    • 1,470 views
    • 
    • KevinMc
    • April 17, 2014

15. No more ASPPA yearbook

    By lippy, April 14, 2014
    • 2 replies
    • 1,071 views
    • 
    • PensionPro
    • April 14, 2014

16. DC Administrator thinking of offering Cafe. Plans

    By RestAssured, December 16, 2013
    • 8 replies
    • 1,889 views
    • 
    • RestAssured
    • December 16, 2013

17. Are there any TPA firms left that are not in "bed" with one or more investment platform?

    By jkharvey, December 6, 2013
    • 4 replies
    • 2,162 views
    • 
    • Gadgetfreak
    • December 6, 2013

18. Hungry new TPA owner looking for a block of business

    By HarleyBabe, November 19, 2013
    • 0 replies
    • 2,337 views
    • 
    • HarleyBabe
    • November 19, 2013

19. Virtual Data Rooms

    By HarleyBabe, November 12, 2013
    • 0 replies
    • 1,331 views
    • 
    • HarleyBabe
    • November 12, 2013

20. Purchasing a block of business

    By HarleyBabe, October 29, 2013
    • 0 replies
    • 1,493 views
    • 
    • HarleyBabe
    • October 29, 2013

21. What workflow/client management system do you use?

    By Guest Peacy, July 31, 2013   

    • workflow
    • pension pro
    • (and 1 more)

      Tagged with:

      • workflow
      • pension pro
      • client management system
    • 4 replies
    • 2,451 views
    • 
    • Below Ground
    • September 10, 2013

22. Virtual Office Solution - Opinions on Best Phone Systems

    By HarleyBabe, August 27, 2013
    • 5 replies
    • 2,131 views
    • 
    • Below Ground
    • September 10, 2013

23. 401k TPAs expanding into health plan compliance?

    By Flyboyjohn, June 20, 2013
    • 4 replies
    • 1,515 views
    • 
    • Bill Presson
    • August 15, 2013

24. Employee purchase of TPA Firm

    By LauraERPA, August 14, 2013   

    • Purchase TPA
    • 5 replies
    • 1,422 views
    • 
    • david rigby
    • August 15, 2013

25. SSAE 16

    By ombskid, July 18, 2013
    • 6 replies
    • 1,687 views
    • 
    • Bill Presson
    • July 21, 2013