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Archives for December 2023

Record Retention — The “Paper” Trail

December 15, 2023 by admin

As plan sponsors are well aware, the pension law (ERISA) includes specific reporting and disclosure obligations with respect to qualified retirement plans. A lesser known fact is that ERISA also has specific requirements regarding the retention of plan records. Below we answer questions you and other plan sponsors may have about retaining records and the […]

Filed Under: Retirement

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