Operating a TPA or Consulting Firm

277 topics in this forum

1. TPA Profit Margin

   By Guest LLHarlow, December 20, 2011
   • 4 replies
   • 3,229 views
   • 
   • rcline46
   • December 21, 2011

2. receiving secure emails w/census info

   By TPAnnie, November 1, 2011
   • 7 replies
   • 1,788 views
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   • frizzyguy
   • November 17, 2011

3. Small TPA purchasing another smaller TPA

   By Guest ICannotDiscloseMyIdentity, August 6, 2007
   • 8 replies
   • 3,572 views
   • 
   • TPAacquistion101
   • October 17, 2011

4. Changing TPAs

   By Guest JMN, October 3, 2011
   • 4 replies
   • 1,447 views
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   • Bill Presson
   • October 3, 2011

5. Client and Task Tracking Software

   By 12AX7, May 21, 2008
   • 6 replies
   • 4,964 views
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   • Guest Jean9
   • September 4, 2011

6. What are TPA obligations to protect confidential information

   By Guest Smokin, August 11, 2011
   • 1 reply
   • 1,632 views
   • 
   • david rigby
   • August 11, 2011

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

   By Guest davey4250, June 30, 2011
   • 1 reply
   • 1,388 views
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   • ETA Consulting LLC
   • June 30, 2011

8. Buying a TPA Firm

   By Guest CWM, March 8, 2010
   • 5 replies
   • 3,349 views
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   • John Feldt ERPA CPC QPA
   • May 31, 2011

9. Diversified Retirement Corporation

   By Guest Smokin, May 18, 2011
   • 2 replies
   • 2,093 views
   • 
   • rcline46
   • May 18, 2011

10. TPA/Broker Combo

    By Guest toddez, May 13, 2011
    • 0 replies
    • 1,270 views
    • 
    • Guest toddez
    • May 13, 2011

11. Daily Digest/Updates for tpa firm

    By TPApril, March 20, 2011
    • 0 replies
    • 1,453 views
    • 
    • TPApril
    • March 20, 2011

12. Financial Rep/Broker list

    By Guest tpa555, January 20, 2009
    • 3 replies
    • 1,999 views
    • 
    • Guest RJ20
    • March 10, 2011

13. DOL audit of TPA Firm ?

    By LauraERPA, August 27, 2009
    • 10 replies
    • 4,843 views
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    • Monica Barnard
    • February 18, 2011

14. Consulting business in audit support

    By Guest Quacka, October 19, 2008
    • 5 replies
    • 3,275 views
    • 
    • IRA
    • November 30, 2010

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

    By Peter Gulia, August 10, 2010
    • 15 replies
    • 3,263 views
    • 
    • vebaguru
    • September 27, 2010

16. Beware you may lose a case to Hancock

    By thepensionmaven, June 17, 2010
    • 13 replies
    • 2,844 views
    • 
    • K2retire
    • September 17, 2010

17. TIN requirements

    By Guest christina@iepension, July 26, 2010
    • 1 reply
    • 1,541 views
    • 
    • Guest Eric A
    • August 31, 2010

18. RIA - Client References?

    By Guest davsun, May 20, 2010
    • 1 reply
    • 1,988 views
    • 
    • MSN
    • May 21, 2010

19. Fee analysis

    By SheilaD, April 26, 2010
    • 2 replies
    • 1,778 views
    • 
    • SheilaD
    • April 28, 2010

20. Relius Administration Software

    By Guest tpa555, February 4, 2010
    • 1 reply
    • 2,006 views
    • 
    • Gadgetfreak
    • March 26, 2010

21. Client Firm Bought

    By Below Ground, February 5, 2010
    • 4 replies
    • 1,878 views
    • 
    • Below Ground
    • February 8, 2010

22. 15 Participant plan allowign to inv. platforms. More work?

    By Jim Chad, February 5, 2010
    • 0 replies
    • 1,256 views
    • 
    • Jim Chad
    • February 5, 2010

23. Transition of records

    By Doghouse, September 1, 2009
    • 7 replies
    • 2,813 views
    • 
    • Doghouse
    • October 13, 2009

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

    By Guest Happy Actuary, October 1, 2009
    • 5 replies
    • 1,856 views
    • 
    • K2retire
    • October 3, 2009

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

    By Guest Happy Actuary, August 25, 2009
    • 5 replies
    • 2,263 views
    • 
    • vebaguru
    • September 1, 2009