Administrator/Consultant (DC and DB) TPA Professionals |
Pension Rights Center |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
Farmer & Betts, Inc. |
Membership Director: Independent Contractor Retirement Industry Trust Association (RITA) |
RTD Financial Advisors |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
Retirement Plan Documents Specialist Loren D. Stark Company |
Retirement, LLC |
Retirement Plan Administrator – Senior Associate PBMares |
Pentegra |
EPIC Retirement Plan Services |
Kentucky Trust Company |
EPIC: TPA/DPS |
Nicholas Pension Consultants |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Plumbers Local Union No. 1 Benefit Funds |
Retirement, LLC |
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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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