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Carol Buckmann Quoted in PLANSPONSOR Article on Records Retention

By Sandra Cohen ·

PLANSPONSOR Magazine interviewed Carol Buckmann for her take on records retention policies. ERISA requires U.S. plan sponsors to keep records, including plan and trust documents, annuity contracts, 5500 forms and more, for at least six years from the report filing date. Some records must be kept in paper format. Records needed to determine benefits must be kept longer.

Read the article and Carol’s recommendations here.