Retirement ForUsAll
-
Posts
1 -
Joined
-
Last visited
-
Record Retention for Terminated Clients
Retirement ForUsAll replied to seatpa's topic in Operating a TPA or Consulting Firm
Even though you're a service provider and not a plan sponsor, I'd imagine forever is a good policy just in case. However, that's probably not viable without some form of electronic storage, which we talk about in our guide on the ERISA Record Retention Requirements.