Operating a TPA or Consulting Firm

273 topics in this forum

1. Client and Task Tracking Software

   By 12AX7, May 21, 2008
   • 6 replies
   • 4,939 views
   • 
   • Guest Jean9
   • September 4, 2011

2. What are TPA obligations to protect confidential information

   By Guest Smokin, August 11, 2011
   • 1 reply
   • 1,626 views
   • 
   • david rigby
   • August 11, 2011

3. Anyone succesfully make the jump from Broker/consultant to in house benefits job?

   By Guest davey4250, June 30, 2011
   • 1 reply
   • 1,382 views
   • 
   • ETA Consulting LLC
   • June 30, 2011

4. Buying a TPA Firm

   By Guest CWM, March 8, 2010
   • 5 replies
   • 3,336 views
   • 
   • John Feldt ERPA CPC QPA
   • May 31, 2011

5. Diversified Retirement Corporation

   By Guest Smokin, May 18, 2011
   • 2 replies
   • 2,088 views
   • 
   • rcline46
   • May 18, 2011

6. TPA/Broker Combo

   By Guest toddez, May 13, 2011
   • 0 replies
   • 1,264 views
   • 
   • Guest toddez
   • May 13, 2011

7. Daily Digest/Updates for tpa firm

   By TPApril, March 20, 2011
   • 0 replies
   • 1,445 views
   • 
   • TPApril
   • March 20, 2011

8. Financial Rep/Broker list

   By Guest tpa555, January 20, 2009
   • 3 replies
   • 1,993 views
   • 
   • Guest RJ20
   • March 10, 2011

9. DOL audit of TPA Firm ?

   By LauraERPA, August 27, 2009
   • 10 replies
   • 4,809 views
   • 
   • Monica Barnard
   • February 18, 2011

10. Consulting business in audit support

    By Guest Quacka, October 19, 2008
    • 5 replies
    • 3,269 views
    • 
    • IRA
    • November 30, 2010

11. Must a Form 5500 preparer tell her client that the plan is tax-disqualified?

    By Fiduciary Guidance Counsel, August 10, 2010
    • 15 replies
    • 3,239 views
    • 
    • vebaguru
    • September 27, 2010

12. Beware you may lose a case to Hancock

    By thepensionmaven, June 17, 2010
    • 13 replies
    • 2,837 views
    • 
    • K2retire
    • September 17, 2010

13. TIN requirements

    By Guest christina@iepension, July 26, 2010
    • 1 reply
    • 1,533 views
    • 
    • Guest Eric A
    • August 31, 2010

14. RIA - Client References?

    By Guest davsun, May 20, 2010
    • 1 reply
    • 1,972 views
    • 
    • MSN
    • May 21, 2010

15. Fee analysis

    By SheilaD, April 26, 2010
    • 2 replies
    • 1,774 views
    • 
    • SheilaD
    • April 28, 2010

16. Relius Administration Software

    By Guest tpa555, February 4, 2010
    • 1 reply
    • 2,001 views
    • 
    • Gadgetfreak
    • March 26, 2010

17. Client Firm Bought

    By Below Ground, February 5, 2010
    • 4 replies
    • 1,863 views
    • 
    • Below Ground
    • February 8, 2010

18. 15 Participant plan allowign to inv. platforms. More work?

    By Jim Chad, February 5, 2010
    • 0 replies
    • 1,251 views
    • 
    • Jim Chad
    • February 5, 2010

19. Transition of records

    By Doghouse, September 1, 2009
    • 7 replies
    • 2,804 views
    • 
    • Doghouse
    • October 13, 2009

20. what are the integral TPA functions - or is it toally undefined?

    By Guest Happy Actuary, October 1, 2009
    • 5 replies
    • 1,848 views
    • 
    • K2retire
    • October 3, 2009

21. what is a range of prices for a TPA firm ?

    By Guest Happy Actuary, August 25, 2009
    • 5 replies
    • 2,254 views
    • 
    • vebaguru
    • September 1, 2009

22. Benefits Administration Software

    By Theresa Lynn, July 28, 2005
    • 4 replies
    • 2,656 views
    • 
    • Gadgetfreak
    • August 4, 2009

23. "requirement" for engagement

    By thepensionmaven, July 30, 2009
    • 3 replies
    • 1,761 views
    • 
    • J Simmons
    • July 30, 2009

24. Forms 5500, 945 and 1099-R Software Package

    By J Simmons, May 10, 2007
    • 3 replies
    • 2,922 views
    • 
    • thepensionmaven
    • July 30, 2009

25. Circular230

    By Monica Barnard, July 3, 2009
    • 1 reply
    • 1,605 views
    • 
    • vebaguru
    • July 8, 2009