new clients with insufficient documents

[Golgi]

When you take on a new client with an existing plan and the prior plan document they provide is flawed in some way - be it missing an interim amendment, not timely restated, etc. what liabilities does the TPA incur if they put the client on their prototype document anyway knowing that the prior plan document may not have been fully compliant?

[J Simmons]

I think to avoid liability, you need to notify the client of the document problem and the EPCRS correction possibility (if it qualifies), and once you've told them about that, the ball is then in the client's court, not yours. If they choose not to correct, that's their choice.

[Bill Presson]

I think to avoid liability, you need to notify the client of the document problem and the EPCRS correction possibility (if it qualifies), and once you've told them about that, the ball is then in the client's court, not yours. If they choose not to correct, that's their choice.

I would recommend getting their answer in writing.

[david rigby]

... and in extreme cases, consider the possibility that this is a client you don't want.