Guest Benmark Posted July 15, 1999 Report Share 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! Link to comment Share on other sites More sharing options...
MWeddell Posted July 21, 1999 Report Share 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. Link to comment Share on other sites More sharing options...
Guest CVCalhoun Posted July 21, 1999 Report Share 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 Link to comment Share on other sites More sharing options...
Guest Benmark Posted July 23, 1999 Report Share 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. Link to comment Share on other sites More sharing options...
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