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Maintaining Retirement Plan and Participant Records: Who's Responsible and for How Long?
Watkins Ross Link to more items from this source
July 12, 2022

"Retirement plan documents must be kept throughout the life of the plan as they are needed to determine the calculation of a participant's benefit. This means all retirement plan documents, amendments, interim amendments, restatements, loan policies, QDRO policies, etc., must be retained, starting with the inception of the retirement plan, even after they have been superseded.... Maintaining the retirement plan's complete records rests with the plan sponsor, not your third-party administrator."

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