FIDUCIARY DUE DILIGENCE
START WITH THE BASICS
Address Other Issues
•
•
•
•
COMPARE ALL RE
PROPER BE
IPS STATEMENT
CHARTER
BY LAWS
PLAN DOCUMENT
enrollment
updates
MAINTAIN AN
ITEMS BESIDES
TO MO
client service
issues
31
regulatory
updates
14
Let Your IPS
BE YOUR GUIDE
Establish
quarterly plan
committee
meetings
Vendor
Performance
REASONAB
FE
Are Vendors
complying with
their written
agreements?
Comp
indep
bench