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If the PRISM
Analysis Report shows a high quality plan with all of your
objectives being met, then you have well documented the due
diligence process for future reference. The Department of
Labor is very clear
on their web site that due diligence is more about the
"process" than the |
"results". An
annual subscription to
the PAR would provide that documentation "process" each year
and allow you to be aware of subtle changes in your plan that
would require adjustment.
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