The Business of Being A TPA<br />Presented By<br />Barry Max Levy, QKA and<br />Adam C. Pozek, ERPA, QPA, QPFC<br />ASPPA ...
All opinions and positions stated in this presentation are those of the speakers and do not reflect the position of ASPPA<...
Topics For Discussion(In no particular order)<br />Business Models<br />Multiple Employer Plans<br />PTINs:  One Year Late...
Business Models<br />How do your employees work?<br />Holistic<br />Segmented<br />Hybrid<br />What type of employees do y...
Multiple Employer Plans<br />What do you think?<br />Greatest thing since sliced bread<br />Wouldn’t touch one with a 10-f...
PTINs(One Year Later)<br />How many employees have them?<br />Has it impacted your internal professional development/CE po...
Form 5500<br />How is EFAST2 working for you?<br />Who is e-signing – you or your clients?<br />
Form 8955-SSA<br />Who has finished all of theirs?<br />How do you determine timing and responsibility?<br />Current filin...
Service Agreements(The Ongoing Saga)<br />Who is your client?<br />Plan sponsor, plan, trustee(s), participants<br />Do yo...
Fee Disclosure(It just wouldn’t be a complete presentation without it!)<br />What are you doing about it?<br />Have the de...
Other Sessions<br />EFAST2 and Form 5500<br />Workshop #33, This afternoon<br />HIPPA, HITECH and Privacy for the TPA<br /...
Questions?<br />
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The Business of Being A TPA

  1. 1. The Business of Being A TPA<br />Presented By<br />Barry Max Levy, QKA and<br />Adam C. Pozek, ERPA, QPA, QPFC<br />ASPPA Annual Conference – Monday, October 24, 2011<br />Workshop #22<br />
  2. 2. All opinions and positions stated in this presentation are those of the speakers and do not reflect the position of ASPPA<br />
  3. 3. Topics For Discussion(In no particular order)<br />Business Models<br />Multiple Employer Plans<br />PTINs: One Year Later<br />Form 5500: Electronic Signing<br />Form 8955-SSA: Timing and Responsibility<br />Service Agreements<br />Fee Disclosure (wouldn’t be a presentation without it)<br />
  4. 4. Business Models<br />How do your employees work?<br />Holistic<br />Segmented<br />Hybrid<br />What type of employees do you hire?<br />Experience<br />Remote<br />Specialist vs. generalist<br />
  5. 5. Multiple Employer Plans<br />What do you think?<br />Greatest thing since sliced bread<br />Wouldn’t touch one with a 10-foot pole<br />Yawn…whatever<br />Are they impacting your clients/prospects?<br />Are you adjusting your fees or services?<br />
  6. 6. PTINs(One Year Later)<br />How many employees have them?<br />Has it impacted your internal professional development/CE policies?<br />Who is preparing/signing your 5330s?<br />
  7. 7. Form 5500<br />How is EFAST2 working for you?<br />Who is e-signing – you or your clients?<br />
  8. 8. Form 8955-SSA<br />Who has finished all of theirs?<br />How do you determine timing and responsibility?<br />Current filing may report terminees from years before/after your engagement.<br />Are you charging a fee to prepare the Form?<br />Are you charging separate fee for the statements?<br />
  9. 9. Service Agreements(The Ongoing Saga)<br />Who is your client?<br />Plan sponsor, plan, trustee(s), participants<br />Do you go with the short form or the long version?<br />Have you had any recent epiphanies on what/what not to include?<br />
  10. 10. Fee Disclosure(It just wouldn’t be a complete presentation without it!)<br />What are you doing about it?<br />Have the delayed effective dates impacted your process?<br />Are you finding any interest/awareness among clients, advisors, etc.?<br />Have you seen any changes in fees/services as a result?<br />
  11. 11. Other Sessions<br />EFAST2 and Form 5500<br />Workshop #33, This afternoon<br />HIPPA, HITECH and Privacy for the TPA<br />Workshop #36, Tuesday morning<br />Profitability: It’s About Time…<br />Workshop #56, Tuesday afternoon<br />Administrative Service Agreements after 408(b)(2)<br />Workshop #8, Check out the recording<br />Data Security & Recovery <br />Workshop #1, Check out the recording<br />
  12. 12. Questions?<br />

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