Operating a TPA or Consulting Firm

277 topics in this forum

1. Business Method Patents

   By J Simmons, June 13, 2007
   • 1 reply
   • 1,577 views
   • 
   • Guest mjb
   • June 14, 2007

2. Thinking about opening a firm

   By Guest In_Over_My_Head, June 6, 2007
   • 7 replies
   • 2,725 views
   • 
   • John Feldt ERPA CPC QPA
   • June 14, 2007

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

   By J Simmons, May 10, 2007
   • 3 replies
   • 2,930 views
   • 
   • thepensionmaven
   • July 30, 2009

4. Deconversion Fee?

   By Guest m.n.ouellette, May 8, 2007
   • 3 replies
   • 4,240 views
   • 
   • maverick
   • May 8, 2007

5. TPA Signing Authority for Plan

   By DTH, May 2, 2007
   • 4 replies
   • 2,445 views
   • 
   • Guest Stuartt
   • May 3, 2007

6. Reference Resources

   By SMB, January 15, 2007
   • 4 replies
   • 2,602 views
   • 
   • Belgarath
   • January 17, 2007

7. Business Valuation Firm experienced w/TPA practices

   By Guest Gatekeeper, January 11, 2007
   • 1 reply
   • 2,388 views
   • 
   • Jim Chad
   • January 19, 2007

8. semi paperless

   By Jim Chad, December 11, 2006
   • 3 replies
   • 2,249 views
   • 
   • Fredman
   • December 15, 2006

9. File cabinet software

   By Jim Chad, December 6, 2006
   • 2 replies
   • 2,743 views
   • 
   • Jim Chad
   • December 8, 2006

10. SAS 70 and TPA Firms

    By Guest Grumpy456, November 17, 2006
    • 2 replies
    • 2,979 views
    • 
    • Guest Grumpy456
    • November 20, 2006

11. Engagement Tracking / Database Application

    By Guest YATPA, October 6, 2006
    • 0 replies
    • 1,932 views
    • 
    • Guest YATPA
    • October 6, 2006

12. News Letters.. subscriptions

    By K-t-F, September 8, 2006
    • 4 replies
    • 2,340 views
    • 
    • stephen
    • September 8, 2006

13. Private labeling a TPA require further bonding?

    By Guest stingray, August 14, 2006
    • 2 replies
    • 2,121 views
    • 
    • Guest stingray
    • August 15, 2006

14. Value of a TPA Firm

    By Below Ground, June 15, 2006
    • 2 replies
    • 2,473 views
    • 
    • Below Ground
    • June 15, 2006

15. Late Contributions ~ LOI from Sponsor to TPA

    By Guest HiKidsImASrPensionAdmin, June 1, 2006
    • 10 replies
    • 2,798 views
    • 
    • FormsRstillmylife
    • June 7, 2006

16. Estimated Transfers

    By Guest Thornton, May 12, 2006
    • 3 replies
    • 2,192 views
    • 
    • wsp
    • May 12, 2006

17. Proposal Disclaimer

    By Guest pensionslave, April 21, 2006
    • 2 replies
    • 3,330 views
    • 
    • Guest pensionslave
    • April 26, 2006

18. liability insurance

    By MJ Hartman, March 23, 2006
    • 11 replies
    • 4,574 views
    • 
    • Guest Happy Actuary
    • September 10, 2007

19. Looking to buy an established TPA

    By Guest gillie, March 4, 2006
    • 0 replies
    • 2,233 views
    • 
    • Guest gillie
    • March 4, 2006

20. Purchasing TPA Firms

    By Guest Thornton, February 2, 2006
    • 7 replies
    • 3,938 views
    • 
    • Guest FLMaster
    • February 4, 2006

21. Plan Management Software

    By Guest asire2006, December 29, 2005
    • 6 replies
    • 3,105 views
    • 
    • Guest bostonborn
    • February 2, 2006

22. 11 Clients You Need to Fire Right Now

    By Dave Baker, December 16, 2005
    • 1 reply
    • 2,226 views
    • 
    • R. Butler
    • December 16, 2005

23. Participant Statement Vendor

    By whitboston, November 15, 2005
    • 1 reply
    • 2,415 views
    • 
    • AndyH
    • November 16, 2005

24. Electronic Copies of Brokerage Statements

    By Guest Pensions in Paradise, August 3, 2005
    • 7 replies
    • 2,379 views
    • 
    • SoCalActuary
    • August 18, 2005

25. Benefits Administration Software

    By Theresa Lynn, July 28, 2005
    • 4 replies
    • 2,665 views
    • 
    • Gadgetfreak
    • August 4, 2009