Westminster Consulting Brochure Defined Contribution & Defined Benefit | Page 28

FIDUCIARY DUE DILIGENCE START WITH THE BASICS Address Other Issues • • • • COMPARE ALL RE PROPER BENCHMARKS IPS STATEMENT CHARTER BY LAWS PLAN DOCUMENT enrollment updates MAINTAIN AND ITEMS BESIDES TO MONITOR client service issues 31 regulatory updates 26 Let Your IPS BE YOUR GUIDE Establish quarterly plan committee meetings Vendor Performance REASONAB FEE Are Vendors complying with their written agreements? Comp indepe bench