Guest Benmark Posted July 15, 1999 Posted July 15, 1999 Can anyone refer me to a good site that summarizes record retention requirements for 403(B) and retirement paperwork? If not, could anyone provide comments as to your company's guidelines. We are trying to build a general policy and need help!
MWeddell Posted July 21, 1999 Posted July 21, 1999 I believe Revenue Procedure 98-25 is the most current IRS guidance. Whether it applies to 403(B) programs in addition to qualified plans, I'm not sure. It still requires a lot of pragmatic decisions for you to implement it, but that's a start for you.
Guest CVCalhoun Posted July 21, 1999 Posted July 21, 1999 If you have the Adobe Acrobat Reader, you can see a copy of IRC 98-11, which contains Revenue Procedure 98-25, by clicking here. Once you are at that page, just click on the thing at the bottom which says Page 1 of 32, and change the page number to 7, which is where Revenue Procedure 98-25 appears. If you do not have Adobe Acrobat, you can download a copy of it by clicking here. ------------------------- Employee benefits legal resource site
Guest Benmark Posted July 23, 1999 Posted July 23, 1999 Thanks to all of you for this information. I will be looking at it this weekend (what fun!). Thanks again for your time.
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