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401(k) Document Retention Rules Made Simple
Employee FiduciaryLink to more items from this source
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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