Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Maintaining Retirement Plan and Participant Records: Who's Responsible and for How Long?
Watkins Ross 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QDRO policies, etc., must be retained, starting with the inception of the retirement plan, even after they have been superseded....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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