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Guest Thornton

Due Diligence

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Guest Thornton

Our firm has the opportunity to assume TPA responsibility for a number of accounts due to the resignation of another TPA. Does anyone have a due diligence questionnaire or other materials that would be useful?

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Guest ERead

If the book of business your taking over is large, you'll probably want to design something yourself. I've found in the past that taking over a book of business, can present similar problems at the same stage or in the same area for the plans coming in.

There are probably different variations out there, and I'm sure someone has one they wouldn't mind sharing.

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