Operating a TPA or Consulting Firm

282 topics in this forum

1. Start-Up Consulting Firm Questions

   By Guest auditor415, August 27, 2007
   • 2 replies
   • 2,517 views
   • 
   • Larry M
   • September 4, 2007

2. Small TPA purchasing another smaller TPA

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

3. TPA receiving fees from investment product

   By Guest TookThePlunge, August 3, 2007
   • 15 replies
   • 4,561 views
   • 
   • pmacduff
   • September 10, 2007

4. determing controlled group or affiliate service group status

   By Kimberly S, July 19, 2007
   • 18 replies
   • 3,060 views
   • 
   • Guest mjb
   • July 21, 2007

5. Consultancy fees

   By Guest RetirementConsultant, June 22, 2007
   • 4 replies
   • 2,498 views
   • 
   • AndyH
   • June 28, 2007

6. Business Method Patents

   By J Simmons, June 13, 2007
   • 1 reply
   • 1,585 views
   • 
   • Guest mjb
   • June 14, 2007

7. Thinking about opening a firm

   By Guest In_Over_My_Head, June 6, 2007
   • 7 replies
   • 2,732 views
   • 
   • John Feldt ERPA CPC QPA
   • June 14, 2007

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

   By J Simmons, May 10, 2007
   • 3 replies
   • 2,942 views
   • 
   • thepensionmaven
   • July 30, 2009

9. Deconversion Fee?

   By Guest m.n.ouellette, May 8, 2007
   • 3 replies
   • 4,258 views
   • 
   • maverick
   • May 8, 2007

10. TPA Signing Authority for Plan

    By DTH, May 2, 2007
    • 4 replies
    • 2,463 views
    • 
    • Guest Stuartt
    • May 3, 2007

11. Reference Resources

    By SMB, January 15, 2007
    • 4 replies
    • 2,622 views
    • 
    • Belgarath
    • January 17, 2007

12. Business Valuation Firm experienced w/TPA practices

    By Guest Gatekeeper, January 11, 2007
    • 1 reply
    • 2,403 views
    • 
    • Jim Chad
    • January 19, 2007

13. semi paperless

    By Jim Chad, December 11, 2006
    • 3 replies
    • 2,263 views
    • 
    • Fredman
    • December 15, 2006

14. File cabinet software

    By Jim Chad, December 6, 2006
    • 2 replies
    • 2,757 views
    • 
    • Jim Chad
    • December 8, 2006

15. SAS 70 and TPA Firms

    By Guest Grumpy456, November 17, 2006
    • 2 replies
    • 2,998 views
    • 
    • Guest Grumpy456
    • November 20, 2006

16. Engagement Tracking / Database Application

    By Guest YATPA, October 6, 2006
    • 0 replies
    • 1,936 views
    • 
    • Guest YATPA
    • October 6, 2006

17. News Letters.. subscriptions

    By K-t-F, September 8, 2006
    • 4 replies
    • 2,349 views
    • 
    • stephen
    • September 8, 2006

18. Private labeling a TPA require further bonding?

    By Guest stingray, August 14, 2006
    • 2 replies
    • 2,133 views
    • 
    • Guest stingray
    • August 15, 2006

19. Value of a TPA Firm

    By Below Ground, June 15, 2006
    • 2 replies
    • 2,487 views
    • 
    • Below Ground
    • June 15, 2006

20. Late Contributions ~ LOI from Sponsor to TPA

    By Guest HiKidsImASrPensionAdmin, June 1, 2006
    • 10 replies
    • 2,809 views
    • 
    • FormsRstillmylife
    • June 7, 2006

21. Estimated Transfers

    By Guest Thornton, May 12, 2006
    • 3 replies
    • 2,203 views
    • 
    • wsp
    • May 12, 2006

22. Proposal Disclaimer

    By Guest pensionslave, April 21, 2006
    • 2 replies
    • 3,344 views
    • 
    • Guest pensionslave
    • April 26, 2006

23. liability insurance

    By MJ Hartman, March 23, 2006
    • 11 replies
    • 4,587 views
    • 
    • Guest Happy Actuary
    • September 10, 2007

24. Looking to buy an established TPA

    By Guest gillie, March 4, 2006
    • 0 replies
    • 2,241 views
    • 
    • Guest gillie
    • March 4, 2006

25. Purchasing TPA Firms

    By Guest Thornton, February 2, 2006
    • 7 replies
    • 3,956 views
    • 
    • Guest FLMaster
    • February 4, 2006