Guest Karen Renee Posted August 2, 2000 Share Posted August 2, 2000 How long do we have to keep most benefit records such as enrollment forms, plan documents, SPDs, etc? Is there a good on-line resource for this? Link to comment Share on other sites More sharing options...
Kirk Maldonado Posted August 3, 2000 Share Posted August 3, 2000 See ERISA Section 209. Kirk Maldonado Link to comment Share on other sites More sharing options...
Guest Posted August 3, 2000 Share Posted August 3, 2000 Also, ERISA Section 107 applies. It requires the plan to keep records to verify, explain, or clarify the accuracy and completeness of reports that have to be filed with the government for six years after the filing date. The provision specifically mentions "vouchers, worksheets, receipts, and applicable resolutions." I advise my clients to keep everything they might need to show that the plan was properly administered. Link to comment Share on other sites More sharing options...
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