|
June 11th, 2024
Information & Insights for the 403(b) Community
|
|
|
|
Ask the Experts
|
What Records Should ERISA Plans Retain?
|
Q: As a plan administrator, I know the Employee Retirement Income Security Act requires that I retain plan records. But what is a plan record exactly? Are fee benchmarking reports plan records? How about documentation from Requests for Proposal? Legacy service provider records?
|
|
|
|
|
|
|
Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox!
|
|
Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization.
|
702 King Farm Boulevard, Suite 300, Rockville, MD 20850
|
|