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Know Your Plan Recordkeeping Requirements

By Carol Buckmann ·

carol@cohenbuckmann.com

This new article from forusall tells you what you need to know about ERISA’s recordkeeping requirements. https://www.forusall.com/401k-blog/erisa-record-retention-requirements/

All plans should have record retention policies and keep participant records for as long as necessary to determine benefits and respond to challenges to benefit calculations.