Retirement Plan Record Retention

May 1, 2019 | posted in: Plan Sponsor Corner | by
A question we often hear from our clients is, “How long should we keep records for our company’s retirement plan?”
The answer is…it depends!   Read on to get information about what to keep for how long, and whether you can store things digitally or only via paper copies.
If you have any questions or would like further guidance on this topic, please don’t hesitate to contact us.