Pollard & Associates
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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New York City District Council of Carpenters Benefit Funds
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Great Lakes Pension Associates, Inc.
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Retirement Solutions Specialists
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Defined Contribution Account Manager Nova 401(k) Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Greenline Wealth Management
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Fringe Benefit Group
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Retirement Planners and Administrators (RPA)
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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401(k) Document Retention Rules Made Simple
Employee Fiduciary Oct. 7, 2015
"In general, 401k plan records must be kept for a period of not less than six years after the filing date of the IRS Form 5500 created from those records. However, records necessary to a participant's claim for plan benefits must be kept ... 'as long as a possibility exists that they might be relevant to a determination of the benefit entitlements of a participant or beneficiary.' This can mean indefinitely. Some of the most common plan records a 401k sponsor must retain are itemized [in this article]."
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