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ERISA's Record Retention Requirements for Health and Welfare Benefit Plans (PDF)
VCG ConsultantsLink to more items from this source
Apr. 2, 2021

"[P]lans exempted from the Form 5500 reporting requirements are still required to comply with ERISA Section 107's record retention rules.... [T]he plan administrator's recordkeeping responsibilities cannot be delegated, even when contracting with a third party for recordkeeping services."

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