Retirement Plan Records Retention

December 23, 2014 at 12:24 pm Leave a comment

The IRS has added a useful article, “Maintaining Your Retirement Plan Records ” to their website at http://www.irs.gov/Retirement-Plans/Maintaining-Your-Retirement-Plan-Records. In the article, the IRS points out different items that plan sponsors need to keep such as plan documents, amendments, and participant statements. They also discuss maintaining your records until after all benefits and assets have been paid.

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Christine Gurney

A pension professional who shares her thoughts and ideas about the pension world for industry members and anyone else interested.

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