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Posted by studiocenter on Oct 1, 2010

Record Retention

In this issue:

  • The Rules
  • IRS Statute of Limitations
  • ERISA Record Retention Requirements
  • The Devil is in the Details
  • Schedule SSA/Form 8955-SSA
  • Beyond Benefits
  • So, What is the Solution?
  • Take Inventory
  • Review Operational Policies and Procedures
  • Use Electronic Storage
  • Seek Professional Assistance
  • Records to Retain
  • Conclusion

This newsletter is intended to provide general information on matters of interest in the area of qualified retirement plans and is distributed with the understanding that the publisher and distributor are not rendering legal, tax or other professional advice. Readers should not act or rely on any information in this newsletter without first seeking the advice of an independent tax advisor such as an attorney or CPA.

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