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Tips for SPBA Members

Nothing written by SPBA is legal advice.

Tips for SPBA Members

2021 Directory of TPAs, Stop-Loss & Service Partners

SPBA 2021 Member Directory of TPAs, Stop Loss, Service Partners and Self-Administered Groups (2/22/21)

Cautions

Read All Your Contracts (10/12/20)
Funding: Action Steps When a Client Stops Funding Claims (4/18/18)
States Taxing TPAs?: Talking Points & Strategy (7/27/11)
Overpayment Refunds from Providers (for your eyes only) (4/25/11)
More & Broader Privacy Expected (12/21/10)
Welfare Benefit Plan Subject to Suit Based on Assignment (10/1/09)
Funding: Practical Hints to Protect Yourself If You Think a Client Isn't Going to Fund Claims (4/1/09)
Passing Info from TPA to TPA during Client Change: Some Considerations (4/1/09)
Caution to TPAs Related to Medical Entities or other outside owners (2/2/09)
Double Warning on Independent Contractor Employment Status (2/2/09)
Bank Failures and Dumping TPAs (11/7/08)
When You Overpay a Provider (11/5/08)
Hints When the TPA is Being Sued or Attacked (9/11/08)
Disaster Thinking & Planning Strategies for Your Firm (1/28/08)
Avoiding the Big-Buck Costs & Liabilities (12/8/06)
Beware "Too Easy" Options In Benefit Administration (12/8/06)
Bill Collector Woes: PPO, Providers and Old Higher Charges - Still at it. (12/8/06)
Canada Issues: Importing Drugs - Canada Drug Warning (again) (Nov 2003) (12/8/06)
ERISA Fiduciary: Beware % Payments (12/8/06)
Funding: To: Employers & Plans Having Trouble Fully Funding their ERISA Employee Benefit Plan (12/8/06)
My Attorney Says.... (12/8/06)
Why 99% of Plans Should Have a Formal Trust (12/8/06)
Bill Collectors: More "Bill Collector" Tactics & Defense (1/24/06)
Collection Agency Harassment for Medical Bills (11/8/02)
Bill Collectors: Under State and Federal Law (11/8/02)
Why VEBA Tax-exemption is Obsolete These Days (9/1/96)

Articles and Materials

Percents, rebates & any unusual payment arrangements: ERISA concerns (8/26/16)

Marketing TPA Services + PR

Why Use a TPA? (10/13/20)
Choosing & Evaluating TPA Services (6/25/19)
What Brokers Should Seek in A TPA (2/13/12)
What Happens When an Employer Makes the Switch to Self-Funding (2/2/12)
An Open Letter to Cost-conscious Clients of SPBA Member TPAs (11/3/09)
Hints on Marketing to TPAs (11/3/09)
TPA Cost Value (10/20/09)
Your TPA Firm as a Leading "Good Guy" (10/20/09)
Canada Issues: Admin Costs: US vs Canada (10/20/09)
Congratulations & Press Tips (10/20/09)
Letter to Editor - "Business Insurance" - Value of TPAs (10/20/09)
Luring Your Clients Away (10/20/09)
Outsourcing & Offshore Considerations (10/20/09)
Performance Standards, Guarantees, Penalties & Bonuses (10/20/09)
Responses to Anti TPA Propaganda (10/20/09)
Rewards for TPAs in Government Complicance (10/20/09)
The greatest challenge for employee benefits: Government Compliance (10/20/09)
"Stung" or Risk Averse? (10/20/09)
A Handy Way to Remember Who is "Administrator" & "Fiduciary" (10/20/09)
An Open Letter to Clients and Potential Clients of SPBA Members (10/20/09)
What We Tell Vendors and Researchers About You (12/8/06)
Misperceptions About "Extra Security" When an Insurer is Contract Administrator Versus an Independent TPA Firm (7/10/95)

Articles and Materials

Self-Funding Success Website: Use Self-Funding 101 Content in your Content (11/15/16)
Self-Funding Success Website: Adding Links to Your Site (11/15/16)
Self-Funding Success Website: Develop Your Testimonials into Success Stories (11/15/16)
Self-Funding Success Website: Posting Success Stories on Your Social Channels (11/15/16)
Self-Funding Success Website: Your "Actual Success" Articles Requested (11/15/16)
IRS Retirement Plan News (10/1/09)

Operations + Ownership Tips

SSAE 16: Survival Guide (ppt from Fall 2011 Meeting) (3/1/18)
SPBA Non-Discrimination and Anti-Harassment Policy (9/17/14)
Your Spokesperson Responding to Emergencies: How to Strategy (10/18/11)
Frequently Asked Questions about TPAs (3/21/11)
Handling Prescriptions for Non-Prescriptions Progress Report (12/21/10)
Successful Mergers & Acquisitions (11/16/09)
Buy/Sell: Most Frequent Questions about Buying TPAs (11/3/09)
Starting a TPA (11/2/07)
AICPA Advisory on Outsourced Plan Functions (9/7/07)
Buy/Sell: Advice on Buying TPA firms (3/14/07)
Buy/Sell: Buying & Selling TPAs (12/8/06)
Buy/Sell: TPA Buy/Sell Advice (12/8/06)
Buy/Sell: What's the Price Range to Buy or Sell a TPA? (12/8/06)
Expense & Operational Benchmarks of Well-Run TPAs (12/8/06)
No TPA Operating Ratios Or Staffing Standards (12/8/06)
TPA Operating Ratios $$$$$: A primer for TPAs and those asking them for this data (12/8/06)
What are the impacts of mergers & buy-outs on TPA operations? (12/8/06)
What are the Roles, Advantages, and Disadvantages of TPAs in Managing Pension Payments? (12/8/06)

SPBA Board of Directors

June 2021 - May 2022 SPBA Board & Past Chairmen (11/19/21)
SPBA Board of Directors Application (6/21/19)
Board of Director's Role Description (7/11/17)
Self-Nominate to be a SPBA Board Candidate (4/3/13)

SPBA Organizational Information

SPBA Dues Structure for 2022 (11/12/20)
SPBA Digital Graphics (11/11/20)
By-Laws of the Society of Professional Benefit Administrators (11/1/19)
SPBA Staff (5/29/18)
SPBA Non-Discrimination and Anti-Harassment Policy (10/2/14)
SPBA Code of Ethics (9/17/14)
SPBA Mission & Vision Statement (12/17/13)
Why Doesn't SPBA Do ___??? (1/5/12)
A Reality Check of SPBA's Role (11/13/09)
Deciding if a firm is eligible to join SPBA and if it would be a worthwhile investment for you (11/3/09)
What Makes SPBA Tick (10/20/09)
What SPBA Can + Can Not Do to Support State TPA Associations (10/20/09)
Why SPBA Does Not Take Formal "Positions" (10/20/09)
A Members' Guide to SPBA Operation Policies & Customs (10/20/09)
CEO, COO, CFO Insight (10/20/09)
Hints for senior contacts (10/20/09)
How to figure your income size for SPBA purposes (10/20/09)
Important Warnings (10/20/09)
Members' Bad Office Habits (10/20/09)
Only Named Contacts May Contact SPBA for Technical Assistance (10/20/09)
Report on SPBA Meeting Planning (10/20/09)
SPBA Association Description (10/20/09)
SPBA History and Customs (10/20/09)
SPBA No Go to Court (10/20/09)
SPBA's Board of Directors: What do they do and how are they chosen? (10/20/09)
A Brief History of SPBA (5/1/09)

Articles and Materials

SPBA Code of Ethics (9/8/14)

Technology Service Partner

Service Partner Letter & Application (2022) (6/21/22)

Understanding Government Role & Perspective

11 Common Benefits Myths (12/8/06)
A Dozen Quick Answers to Frequently Asked Questions (12/8/06)
Form over Function (12/8/06)
Government Compliance: Your Biggest Cost & Threat (12/8/06)
Recognizing Who is the Boss of Your Benefit Plan and Your Largest Legal Liability (12/8/06)
What We Tell Vendors and Researchers About You (12/8/06)
Who is "Government" (12/8/06)
Why So Much Government Regulation? Why Use a TPA? (12/8/06)
A Guide to Really Understanding and Really Influencing Government Policy-Making (11/1/96)