Operating a TPA or Consulting Firm

282 topics in this forum

1. ERISA Outline Book Alternatives

   By Gadgetfreak, April 5, 2012
   • 5 replies
   • 2,004 views
   • 
   • gregburst
   • April 17, 2012

2. Software for DC testing

   By lippy, March 23, 2012
   • 5 replies
   • 1,323 views
   • 
   • EBDI
   • March 27, 2012

3. Service Agreements

   By Guest Chautauquasun, February 24, 2012
   • 0 replies
   • 1,116 views
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   • Guest Chautauquasun
   • February 24, 2012

4. Deleted

   By cdavis25, February 9, 2012
   • 0 replies
   • 1,150 views
   • 
   • cdavis25
   • February 9, 2012

5. New TPA FIrm

   By HarleyBabe, December 13, 2011
   • 4 replies
   • 2,010 views
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   • Effen
   • December 26, 2011

6. TPA Profit Margin

   By Guest LLHarlow, December 20, 2011
   • 4 replies
   • 3,305 views
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   • rcline46
   • December 21, 2011

7. receiving secure emails w/census info

   By TPAnnie, November 1, 2011
   • 7 replies
   • 1,796 views
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   • frizzyguy
   • November 17, 2011

8. Small TPA purchasing another smaller TPA

   By Guest ICannotDiscloseMyIdentity, August 6, 2007
   • 8 replies
   • 3,588 views
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   • TPAacquistion101
   • October 17, 2011

9. Changing TPAs

   By Guest JMN, October 3, 2011
   • 4 replies
   • 1,460 views
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   • Bill Presson
   • October 3, 2011

10. Client and Task Tracking Software

    By 12AX7, May 21, 2008
    • 6 replies
    • 4,995 views
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    • Guest Jean9
    • September 4, 2011

11. What are TPA obligations to protect confidential information

    By Guest Smokin, August 11, 2011
    • 1 reply
    • 1,646 views
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    • david rigby
    • August 11, 2011

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

    By Guest davey4250, June 30, 2011
    • 1 reply
    • 1,393 views
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    • ETA Consulting LLC
    • June 30, 2011

13. Buying a TPA Firm

    By Guest CWM, March 8, 2010
    • 5 replies
    • 3,380 views
    • 
    • John Feldt ERPA CPC QPA
    • May 31, 2011

14. Diversified Retirement Corporation

    By Guest Smokin, May 18, 2011
    • 2 replies
    • 2,101 views
    • 
    • rcline46
    • May 18, 2011

15. TPA/Broker Combo

    By Guest toddez, May 13, 2011
    • 0 replies
    • 1,280 views
    • 
    • Guest toddez
    • May 13, 2011

16. Daily Digest/Updates for tpa firm

    By TPApril, March 20, 2011
    • 0 replies
    • 1,466 views
    • 
    • TPApril
    • March 20, 2011

17. Financial Rep/Broker list

    By Guest tpa555, January 20, 2009
    • 3 replies
    • 2,014 views
    • 
    • Guest RJ20
    • March 10, 2011

18. DOL audit of TPA Firm ?

    By LauraERPA, August 27, 2009
    • 10 replies
    • 4,877 views
    • 
    • Monica Barnard
    • February 18, 2011

19. Consulting business in audit support

    By Guest Quacka, October 19, 2008
    • 5 replies
    • 3,283 views
    • 
    • IRA
    • November 30, 2010

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

    By Peter Gulia, August 10, 2010
    • 15 replies
    • 3,310 views
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    • vebaguru
    • September 27, 2010

21. Beware you may lose a case to Hancock

    By thepensionmaven, June 17, 2010
    • 13 replies
    • 2,855 views
    • 
    • K2retire
    • September 17, 2010

22. TIN requirements

    By Guest christina@iepension, July 26, 2010
    • 1 reply
    • 1,548 views
    • 
    • Guest Eric A
    • August 31, 2010

23. RIA - Client References?

    By Guest davsun, May 20, 2010
    • 1 reply
    • 2,016 views
    • 
    • MSN
    • May 21, 2010

24. Fee analysis

    By SheilaD, April 26, 2010
    • 2 replies
    • 1,801 views
    • 
    • SheilaD
    • April 28, 2010

25. Relius Administration Software

    By Guest tpa555, February 4, 2010
    • 1 reply
    • 2,024 views
    • 
    • Gadgetfreak
    • March 26, 2010