Operating a TPA or Consulting Firm

282 topics in this forum

1. Best Admin Software for MEPs

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

2. Best Education, Qualification, Conference?

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

3. 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
   • 3,057 views
   • 
   • gpacheco
   • July 7, 2016

4. TPA Contract Work

   By tpamanager6, April 22, 2016
   • 0 replies
   • 1,025 views
   • 
   • tpamanager6
   • April 22, 2016

5. Freelance / Fee per client

   By ITCONSTRUCTS, March 23, 2016
   • 1 reply
   • 1,012 views
   • 
   • Nate DeLong CPC
   • March 25, 2016

6. Starting New TPA Practice

   By coleboy, September 10, 2014
   • 3 replies
   • 2,021 views
   • 
   • chuTzPA
   • March 10, 2016

7. One Person Office

   By Susan S., June 12, 2013
   • 11 replies
   • 2,126 views
   • 
   • chuTzPA
   • March 10, 2016

8. Paperless Office Solutions

   By CLE401kGuy, February 28, 2012
   • 8 replies
   • 4,022 views
   • 
   • CLE401kGuy
   • December 1, 2015

9. 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
   • 1,110 views
   • 
   • david rigby
   • September 8, 2015

10. Reference Materials

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

11. Paperless 1 2

    By austin3515, January 18, 2015
    • 30 replies
    • 3,996 views
    • 
    • My 2 cents
    • May 27, 2015

12. Selling My Firm

    By Guest Kevin1, May 7, 2013
    • 7 replies
    • 4,881 views
    • 
    • TPAacquistion101
    • October 17, 2014

13. e-filing Form 945

    By Bird, September 29, 2014
    • 3 replies
    • 1,699 views
    • 
    • Bird
    • October 7, 2014

14. 360 Plan

    By TPAVP, September 10, 2014
    • 3 replies
    • 1,033 views
    • 
    • QDROphile
    • September 10, 2014

15. Trends in tpa marketing and guaranteeing our work

    By chuTzPA, July 20, 2014
    • 3 replies
    • 1,483 views
    • 
    • Kevin C
    • July 22, 2014

16. Circular 230 Disclaimer: Amend or Delete?

    By PensionPro, July 17, 2014
    • 5 replies
    • 1,565 views
    • 
    • My 2 cents
    • July 21, 2014

17. RFP for financial advisor?

    By AlbanyConsultant, June 11, 2014
    • 2 replies
    • 1,361 views
    • 
    • AlbanyConsultant
    • June 24, 2014

18. per partiicpant tpa charges

    By draper1, May 8, 2014
    • 4 replies
    • 1,458 views
    • 
    • NJ Mike
    • May 8, 2014

19. Marketing Tools

    By KevinMc, April 11, 2014
    • 2 replies
    • 1,484 views
    • 
    • KevinMc
    • April 17, 2014

20. No more ASPPA yearbook

    By lippy, April 14, 2014
    • 2 replies
    • 1,079 views
    • 
    • PensionPro
    • April 14, 2014

21. DC Administrator thinking of offering Cafe. Plans

    By RestAssured, December 16, 2013
    • 8 replies
    • 1,910 views
    • 
    • RestAssured
    • December 16, 2013

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

    By jkharvey, December 6, 2013
    • 4 replies
    • 2,178 views
    • 
    • Gadgetfreak
    • December 6, 2013

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

    By HarleyBabe, November 19, 2013
    • 0 replies
    • 2,344 views
    • 
    • HarleyBabe
    • November 19, 2013

24. Virtual Data Rooms

    By HarleyBabe, November 12, 2013
    • 0 replies
    • 1,347 views
    • 
    • HarleyBabe
    • November 12, 2013

25. Purchasing a block of business

    By HarleyBabe, October 29, 2013
    • 0 replies
    • 1,502 views
    • 
    • HarleyBabe
    • October 29, 2013