Guest MSMA Posted June 4, 2002 Posted June 4, 2002 Would appreciate input regarding regulations on "record keeping" for cafeteria plans...specifically, how long do records need to be kept for: SPDs, Enrollment Forms, Claims, etc. We are getting ready to move some files to an off-site location and anything we can toss would be great. I found one site that said claims can be discarded after three years...? If you can point me to IRS regs on this, it would be great. Am also trying to research my State regs on this as I understand that they would supercede the Federal regs... Thanks in advance for any and all responses.
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