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You are here: Home Payroll UBM Info Record Retention Requirements Employee Retirement Income Security Act (ERISA)

Employee Retirement Income Security Act (ERISA)

by rlcoch01 last modified May 27, 2008 03:56 PM

Covered Employees:

All employers who maintain employee benefit plans that are subject to ERISA.

Requirements:

Annual reports; Summary Plan Descriptions (SPD); records supporting data in SPDs; notices of plan changes, amendments, or termination; and related welfare and pension reports.  Records needed to determine a participant's eligibility for benefits must be retained as long as relevant.

Retention Period:

Six (6) years

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