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Guest KATHRYN01
Posted

Does anyone have an opinion on if the Plan Sponsor needs to keep the original signed promissory note (paper copy) or is an electronic copy sufficient?

Thanks All!

Posted
Does anyone have an opinion on if the Plan Sponsor needs to keep the original signed promissory note (paper copy) or is an electronic copy sufficient?

Thanks All!

See DOL reg 2520-107-1(d) for disposal of paper records after transfer to electronic record keeping system that complies with the regulation.

mjb

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