Operating a TPA or Consulting Firm

296 topics in this forum

1. FT William

   By Guest CWM, January 17, 2011
   • 22 replies
   • 6,348 views
   • 
   • rcline46
   • January 7, 2013

2. FT William

   By Belgarath, December 3, 2012
   • 3 replies
   • 1,943 views
   • 
   • IRA
   • December 3, 2012

3. Average Case Load per TPA

   By MarZDoates, November 28, 2012
   • 6 replies
   • 1,623 views
   • 
   • MarZDoates
   • November 28, 2012

4. Printing Companies

   By Gadgetfreak, November 12, 2012
   • 4 replies
   • 1,073 views
   • 
   • Gadgetfreak
   • November 14, 2012

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

   By Gadgetfreak, October 10, 2012
   • 0 replies
   • 1,159 views
   • 
   • Gadgetfreak
   • October 10, 2012

6. Accounting Software used in your firm

   By Guest Corrections Questions, August 15, 2012
   • 2 replies
   • 1,526 views
   • 
   • Spencer
   • August 30, 2012

7. Owner of TPA Firm on a hunt

   By Guest ICannotDiscloseMyIdentity, July 31, 2012
   • 3 replies
   • 1,575 views
   • 
   • PensionPro
   • July 31, 2012

8. Looking to purchase a TPA Practice

   By Guest ChristopherOneal, January 11, 2012
   • 5 replies
   • 2,297 views
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   • Guest TPA Buyer
   • July 16, 2012

9. Head Hunters

   By ERISA1, July 5, 2012
   • 5 replies
   • 2,194 views
   • 
   • Guest benjaminsearle
   • July 10, 2012

10. E & O Insurance for a new TPA Firm - seems I'm speaking in a foreign language

    By HarleyBabe, June 27, 2012
    • 3 replies
    • 1,419 views
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    • A Shot in the Dark
    • June 28, 2012

11. 408(b) Disclosure Rule

    By Below Ground, June 5, 2012
    • 5 replies
    • 1,575 views
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    • HarleyBabe
    • June 27, 2012

12. 401kexchange

    By Guest Sound Benefits, May 23, 2012
    • 0 replies
    • 1,267 views
    • 
    • Guest Sound Benefits
    • May 23, 2012

13. Focus Group for new entrepreneurial TPA's

    By chuTzPA, March 16, 2012
    • 2 replies
    • 1,177 views
    • 
    • GBurns
    • May 18, 2012

14. block of plans for sale?

    By Guest larry1998, May 13, 2012
    • 0 replies
    • 1,224 views
    • 
    • Guest larry1998
    • May 13, 2012

15. ERISA Outline Book Alternatives

    By Gadgetfreak, April 5, 2012
    • 5 replies
    • 2,025 views
    • 
    • gregburst
    • April 17, 2012

16. Software for DC testing

    By movedon, March 23, 2012
    • 5 replies
    • 1,330 views
    • 
    • EBDI
    • March 27, 2012

17. Service Agreements

    By Guest Chautauquasun, February 24, 2012
    • 0 replies
    • 1,121 views
    • 
    • Guest Chautauquasun
    • February 24, 2012

18. Deleted

    By cdavis25, February 9, 2012
    • 0 replies
    • 1,153 views
    • 
    • cdavis25
    • February 9, 2012

19. New TPA FIrm

    By HarleyBabe, December 13, 2011
    • 4 replies
    • 2,021 views
    • 
    • Effen
    • December 26, 2011

20. TPA Profit Margin

    By Guest LLHarlow, December 20, 2011
    • 4 replies
    • 3,403 views
    • 
    • rcline46
    • December 21, 2011

21. receiving secure emails w/census info

    By TPAnnie, November 1, 2011
    • 7 replies
    • 1,808 views
    • 
    • frizzyguy
    • November 17, 2011

22. Small TPA purchasing another smaller TPA

    By Guest ICannotDiscloseMyIdentity, August 6, 2007
    • 8 replies
    • 3,599 views
    • 
    • TPAacquistion101
    • October 17, 2011

23. Changing TPAs

    By Guest JMN, October 3, 2011
    • 4 replies
    • 1,471 views
    • 
    • Bill Presson
    • October 3, 2011

24. Client and Task Tracking Software

    By 12AX7, May 21, 2008
    • 6 replies
    • 5,023 views
    • 
    • Guest Jean9
    • September 4, 2011

25. What are TPA obligations to protect confidential information

    By Guest Smokin, August 11, 2011
    • 1 reply
    • 1,657 views
    • 
    • david rigby
    • August 11, 2011