Operating a TPA or Consulting Firm

312 topics in this forum

1. DC Administrator thinking of offering Cafe. Plans

   By RestAssured, December 16, 2013
   • 8 replies
   • 2k views
   • 
   • RestAssured
   • December 16, 2013

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

   By jkharvey, December 6, 2013
   • 4 replies
   • 2.2k views
   • 
   • Gadgetfreak
   • December 6, 2013

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

   By HarleyBabe, November 19, 2013
   • 0 replies
   • 2.4k views
   • 
   • HarleyBabe
   • November 19, 2013

4. Virtual Data Rooms

   By HarleyBabe, November 12, 2013
   • 0 replies
   • 1.4k views
   • 
   • HarleyBabe
   • November 12, 2013

5. Purchasing a block of business

   By HarleyBabe, October 29, 2013
   • 0 replies
   • 1.5k views
   • 
   • HarleyBabe
   • October 29, 2013

6. 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
   • 2.6k views
   • 
   • Below Ground
   • September 10, 2013

7. Virtual Office Solution - Opinions on Best Phone Systems

   By HarleyBabe, August 27, 2013
   • 5 replies
   • 2.2k views
   • 
   • Below Ground
   • September 10, 2013

8. 401k TPAs expanding into health plan compliance?

   By Flyboyjohn, June 20, 2013
   • 4 replies
   • 1.6k views
   • 
   • Bill Presson
   • August 15, 2013

9. Employee purchase of TPA Firm

   By LauraERPA, August 14, 2013   

   • Purchase TPA
   • 5 replies
   • 1.5k views
   • 
   • david rigby
   • August 15, 2013

10. SSAE 16

    By ombskid, July 18, 2013
    • 6 replies
    • 1.7k views
    • 
    • Bill Presson
    • July 21, 2013

11. What is your firm using for secure file transfers?

    By Guest KristenE, June 27, 2013   

    • File transfer
    • secure file transfer
    • 3 replies
    • 1.4k views
    • 
    • Gadgetfreak
    • June 30, 2013

12. Does anybody know Rike Thompson (Associated Actuaries) Verona, PA?

    By Flyboyjohn, May 20, 2013
    • 2 replies
    • 1.8k views
    • 
    • Effen
    • June 11, 2013

13. Professional accountability

    By TPApril, June 8, 2013   

    • 5500 preparers & actuaries
    • 2 replies
    • 1.2k views
    • 
    • david rigby
    • June 11, 2013

14. Preparer information on Form 5500

    By Peter Gulia, December 10, 2012
    • 9 replies
    • 2.7k views
    • 
    • PainPA
    • April 26, 2013

15. tpa considered plan administrator

    By Guest isg2013, February 7, 2013
    • 13 replies
    • 4.7k views
    • 
    • Guest
    • March 28, 2013

16. Which notices should we send in the same envelope?

    By Peter Gulia, January 17, 2013   

    • getting mailing efficiencies
    • 11 replies
    • 2k views
    • 
    • four01kman
    • February 6, 2013

17. FT William

    By Guest CWM, January 17, 2011
    • 22 replies
    • 6.7k views
    • 
    • rcline46
    • January 7, 2013

18. FT William

    By Belgarath, December 3, 2012
    • 3 replies
    • 2k views
    • 
    • IRA
    • December 3, 2012

19. Average Case Load per TPA

    By MarZDoates, November 28, 2012
    • 6 replies
    • 1.7k views
    • 
    • MarZDoates
    • November 28, 2012

20. Printing Companies

    By Gadgetfreak, November 12, 2012
    • 4 replies
    • 1.1k views
    • 
    • Gadgetfreak
    • November 14, 2012

21. 404(a)(5) Quarterly Fee Disclosures

    By Gadgetfreak, October 10, 2012
    • 0 replies
    • 1.2k views
    • 
    • Gadgetfreak
    • October 10, 2012

22. Accounting Software used in your firm

    By Guest Corrections Questions, August 15, 2012
    • 2 replies
    • 1.6k views
    • 
    • Spencer
    • August 30, 2012

23. Owner of TPA Firm on a hunt

    By Guest ICannotDiscloseMyIdentity, July 31, 2012
    • 3 replies
    • 1.6k views
    • 
    • PensionPro
    • July 31, 2012

24. Looking to purchase a TPA Practice

    By Guest ChristopherOneal, January 11, 2012
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • July 16, 2012

25. Head Hunters

    By ERISA1, July 5, 2012
    • 5 replies
    • 2.3k views
    • 
    • Guest
    • July 10, 2012