Nothing written by SPBA is legal advice.
Directory of TPAs, Stop-Loss & Service Partners
Articles and Materials
SPBA 2025 Member Directory of TPAs, Stop-Loss, and Service Partners
SPBA Value To You
Articles and Materials
2024 SPBA Value To You
2023 SPBA Value To You
TPA Acronyms
Articles and Materials
From ASA to UR: Your TPA Acronym Survival Guide
Stop Loss Basics
Articles and Materials
Stop Loss Definitions
Stop Loss Basics
A Message from SPBA's Chairman
Articles and Materials
Marc Paulson Welcome Message
Cautions
Articles and Materials
Read All Your Contracts
Funding: Action Steps When a Client Stops Funding Claims
States Taxing TPAs?: Talking Points & Strategy
Overpayment Refunds from Providers (for your eyes only)
More & Broader Privacy Expected
Welfare Benefit Plan Subject to Suit Based on Assignment
Funding: Practical Hints to Protect Yourself If You Think a Client Isn't Going to Fund Claims
Passing Info from TPA to TPA during Client Change: Some Considerations
Caution to TPAs Related to Medical Entities or other outside owners
Double Warning on Independent Contractor Employment Status
Bank Failures and Dumping TPAs
When You Overpay a Provider
Hints When the TPA is Being Sued or Attacked
Disaster Thinking & Planning Strategies for Your Firm
Avoiding the Big-Buck Costs & Liabilities
Beware "Too Easy" Options In Benefit Administration
Bill Collector Woes: PPO, Providers and Old Higher Charges - Still at it.
Canada Issues: Importing Drugs - Canada Drug Warning (again) (Nov 2003)
ERISA Fiduciary: Beware % Payments
Funding: To: Employers & Plans Having Trouble Fully Funding their ERISA Employee Benefit Plan
My Attorney Says....
Why 99% of Plans Should Have a Formal Trust
Bill Collectors: More "Bill Collector" Tactics & Defense
Collection Agency Harassment for Medical Bills
Bill Collectors: Under State and Federal Law
Why VEBA Tax-exemption is Obsolete These Days
Marketing TPA Services + PR
Articles and Materials
Self-Funding Success Website: Use Self-Funding 101 Content in your Content
Self-Funding Success Website: Adding Links to Your Site
Self-Funding Success Website: Develop Your Testimonials into Success Stories
Self-Funding Success Website: Posting Success Stories on Your Social Channels
Self-Funding Success Website: Your "Actual Success" Articles Requested
What Brokers Should Seek in A TPA
"Stung" or Risk Averse?
Canada Issues: Admin Costs: US vs Canada
Congratulations & Press Tips
Letter to Editor - "Business Insurance" - Value of TPAs
Luring Your Clients Away
Performance Standards, Guarantees, Penalties & Bonuses
Responses to Anti TPA Propaganda
Rewards for TPAs in Government Complicance
TPA Cost Value
Your TPA Firm as a Leading "Good Guy"
IRS Retirement Plan News
What We Tell Vendors and Researchers About You
Operations + Ownership Tips
Articles and Materials
SSAE 16: Survival Guide (ppt from Fall 2011 Meeting)
SPBA Non-Discrimination and Anti-Harassment Policy
Your Spokesperson Responding to Emergencies: How to Strategy
Handling Prescriptions for Non-Prescriptions Progress Report
Successful Mergers & Acquisitions
Buy/Sell: Buying & Selling TPAs
Buy/Sell: TPA Buy/Sell Advice
Buy/Sell: What's the Price Range to Buy or Sell a TPA?
Expense & Operational Benchmarks of Well-Run TPAs
What are the Roles, Advantages, and Disadvantages of TPAs in Managing Pension Payments?
Official Source Documents
AICPA Advisory on Outsourced Plan Functions
SPBA Board of Directors
Articles and Materials
SPBA Board of Directors Application
June 2024 - May 2025 SPBA Board of Directors Contact Info.
Board of Director's Role Description
Self-Nominate to be a SPBA Board Candidate
SPBA Organizational Information
Articles and Materials
By-Laws of the Society of Professional Benefit Administrators
SPBA Digital Graphics
SPBA Non-Discrimination and Anti-Harassment Policy
SPBA Code of Ethics
SPBA Mission & Vision Statement
Why Doesn't SPBA Do ___???
A Reality Check of SPBA's Role
A Members' Guide to SPBA Operation Policies & Customs
CEO, COO, CFO Insight
Hints for senior contacts
How to figure your income size for SPBA purposes
Important Warnings
Members' Bad Office Habits
Only Named Contacts May Contact SPBA for Technical Assistance
Report on SPBA Meeting Planning
SPBA Association Description
SPBA History and Customs
SPBA No Go to Court
SPBA's Board of Directors: What do they do and how are they chosen?
What Makes SPBA Tick
What SPBA Can + Can Not Do to Support State TPA Associations
Why SPBA Does Not Take Formal "Positions"
Technology Service Partner
Articles and Materials
Service Partner Application (2024)
Understanding Government Role & Perspective
Articles and Materials
11 Common Benefits Myths
Form over Function
Government Compliance: Your Biggest Cost & Threat
Recognizing Who is the Boss of Your Benefit Plan and Your Largest Legal Liability
What We Tell Vendors and Researchers About You
Who is "Government"
A Guide to Really Understanding and Really Influencing Government Policy-Making